Use these templates to introduce Vequity to your existing preferred buyers.
Email 1 - General Invite
TO: buyer email
CC: SBroyles@vequity.ai (Summer is your buyer intake specialist, and when you cc her, she’ll answer any verification related questions prospective buyers have)
SUBJECT: Please update your buyer/business acquisition profile
Hello [buyer name],
We have decided at [brokerage name] that we want to up our game to share the deals that are most relevant to you and that you are likely to pursue. However, it is very difficult to continuously maintain your updated buyer profile and acquisition criteria. As a result, we have adopted Vequity, a company whose mission is providing the technology to connect the right deals to the best-fit buyers.
In addition to providing the personal information and acquisition criteria that populate your profile, Vequity will conduct a verification, including consent for background check and credit check (this is a soft pull check will not affect your credit score). Our sellers are increasingly focused on selling to high quality buyers, and this verified profile allows you to put your best foot forward to pursue a deal.
Registration is optional, but when you complete the verification process:
- You'll get the first look at our deals
- We are able to best match you with deals that compliment your buyer profile and acquisition criteria
- You signal to our firm and the sellers we represent that you are a serious buyer
- It reduces the likelihood of surprise roadblocks in financing and moving to closing
Please [click here] (insert your custom Vequity intake link) to complete your buyer profile & verification with Vequity. There is a $150 charge to assemble your profile and complete the verifications.
I have CC’d Summer Broyles (sbroyles@vequity.ai), our customer success specialist at Vequity. If you have any questions about the verification process, please reach out.
We look forward to using your verified buyer profile to get you in front of the best possible deals.
[insert signature]
Email 2 - Preferred Buyer Invite
TO: buyer email
CC: SBroyles@vequity.ai (Summer is your buyer intake specialist, and when you cc her, she’ll answer any verification related questions prospective buyers have)
SUBJECT: Become a [brokerage name] Preferred Buyer
Hello [buyer name],
As more and more buyers have been looking to acquire businesses, our sellers are increasingly focused on selling to high quality buyers. As a result, we have decided to give you the opportunity to become a preferred buyer.
To become a preferred buyer with [brokerage name] we have partnered with Vequity, a company whose mission is providing the technology to connect the right deals to the best-fit buyers. In addition to providing the personal information and acquisition criteria that populates your profile, Vequity will conduct a verification, including consent for background check and credit check (this is a soft pull check will not affect your credit score). This verified profile allows you to put your best foot forward to pursue a deal.
Registration is optional, but when you complete the verification process:
- You'll get the first look at our deals
- We are able to best match you with deals that compliment your buyer profile and acquisition criteria
- You signal to our firm and the sellers we represent that you are a serious buyer
- It reduces the likelihood of surprise roadblocks in financing and moving to closing
Please [click here] (insert your custom Vequity intake link) to complete your buyer profile & verification with Vequity. There is a $150 charge to assemble your profile and complete verification.
I have CC’d Summer Broyles (sbroyles@vequity.ai), our customer success specialist at Vequity. If you have any questions about the verification process, please reach out.
We look forward to using your verified buyer profile to get you in front of the best possible deals.
[insert signature]
Email 3 - See the Best Businesses
TO: buyer email
CC: SBroyles@vequity.ai (Summer is your buyer intake specialist, and when you cc her, she’ll answer any verification related questions prospective buyers have)
SUBJECT: Do you want to see our best businesses for sale?
Hello [buyer first name],
Social media has made people think it’s easy to purchase a business and this has caused a surge in the number of buyers interested in the businesses we have for sale. This influx has Sellers requiring that we only bring them qualified & vetted buyers.
We have partnered with Vequity, a company whose mission is providing the technology to connect the right deals to the best-fit buyers. In addition to providing the personal information and acquisition criteria that populates your profile, Vequity will conduct a verification, including consent for background check and credit check (this is a soft pull check will not affect your credit score).
Registration is optional but when you complete this process you signal to our firm and the sellers we represent that you are a serious buyer.
Please [click here] (insert your custom Vequity intake link) to complete your buyer verification with Vequity. There is a $150 charge to assemble your profile and complete the verifications.
I have CC’d Summer Broyles (sbroyles@vequity.ai), our customer success specialist at Vequity. If you have any questions about the verification process, please reach out.
We look forward to using your verified buyer profile to get you in front of the best possible deals.
[insert signature]
Email 4 - Strategic Buyer Invite
TO: buyer email
CC: SBroyles@vequity.ai (Summer is your buyer intake specialist, and when you cc her, she’ll answer any verification related questions prospective buyers have)
SUBJECT: Please update your buyer/business acquisition profile
Hello [buyer name],
At [brokerage name] we have decided to up our game to share more deals that are the most relevant to you and that you are likely to pursue. However, it is very difficult to continuously maintain and update your buyer profile and acquisition criteria.
As a result, we have adopted Vequity, a company whose mission is providing the technology to connect the right deals to the best-fit buyers.
With Vequity, you can strategically build and maintain a buyer profile with our brokerage to ensure it contains all relevant information and criteria. This way we can match your company with businesses that best compliment your acquisition strategy.
Registration is optional, but when you complete this process:
- You signal to our firm and the sellers we represent that you are a serious about acquisition
- We are able to match you with the best deals
- You will get the first look at our deals
I have CC’d Summer Broyles (sbroyles@vequity.ai), our customer success specialist at Vequity. If you have any questions about the process, please reach out.
We look forward to getting you in front of the best possible deals.
[insert signature]
Email 5 - Family Office/Investment Firm
TO: buyer email
CC: SBroyles@vequity.ai (Summer is your buyer intake specialist, and when you cc her, she’ll answer any verification related questions prospective buyers have)
SUBJECT: Elevate Your Acquisition Strategy with Exclusive Access to Premier Business Opportunities
Dear Esteemed Partners at [Family Office/Firm Name],
In our pursuit to redefine excellence in investment brokerage, [Brokerage Name] is delighted to announce a strategic enhancement aimed directly at empowering discerning investors like you. We understand that the essence of superior investment lies not just in seizing opportunities, but in identifying those uniquely aligned with your acquisition philosophy.
We've collaborated with Vequity, a vanguard in investment matchmaking technology, to offer you an unparalleled service designed to refine and perfect the process of identifying and acquiring businesses that not only meet but exceed your strategic investment criteria.
Here’s what sets this initiative apart:
Tailored Matchmaking: By meticulously crafting and continually refining your buyer profile, we align our discoveries precisely with your family office's acquisition ethos. This bespoke approach ensures that each opportunity presented is not just a deal but a strategic fit.
Priority Access: Registration grants you immediate and exclusive visibility into premier, vetted business opportunities, curated to resonate with your strategic ambitions.
A Mark of Distinction: Completing registration signifies your commitment to excellence and strategic acquisition, setting you apart in the eyes of sellers and industry peers alike.
The path to unparalleled investment opportunities begins with a simple yet decisive step. By opting to complete your investment buyer profile through Vequity, you enable us to serve you with nothing less than the epitome of investment opportunities tailored to your family office’s aspirations.
Please [click here] to commence this journey and solidify your status as a pioneer in strategic business acquisitions.
Should you have inquiries or require further clarification, our dedicated customer success specialist at Vequity, cc'd in this email, is at your disposal to ensure a seamless experience.
We are enthused at the prospect of elevating your acquisition journey and aligning you with the zenith of business opportunities.
Warm regards,
[Your Name]
[Your Position]
[Brokerage Name]
[Contact Information]