How can I set up a business profile and request a financial upload from my client?

[Tutorial Video] Requesting Financials

Requesting Financials

As an advisor, you may want to set up the business profile but not have access to the financial data. With the Request Financials feature, you can still onboard the business but send an automated email request to a 3rd party (business owner, accountant, etc.) to securely upload the data.

With this option, the person receiving the request does not need to create an interVal account. They simply follow the prompts to acknowledge the interVal Terms of Service & Privacy Policy, confirm their contact details, and upload the files.

To Set Up a Business and Request Financial Data:

1. Log into your advisor dashboard at app.inter-val.ai

2. Click the purple Add Business button, then select Begin Setup.

3. On the Set Up a Business screen, select via Email Request.

4. Agree to interVal's Terms of Service & Privacy Policy (hyperlinked on-platform). You are consenting that you can share the business name and industry with interVal to set up the Business Profile.

5. Complete the Business Details screen. The industry information that you submit will be used in the valuation calculation and to provide accurate industry benchmarking.

6. Enter the name and email address of the person who will be uploading the financial data. Click Confirm.

7. Review/edit the Business Profile details. When everything is good, click Complete Setup to send the automated email to the 3rd party recipient. 

Your client will receive an automated email from the platform inviting them to securely upload their financial data.

They will accept their own Terms of Service & Privacy Policy and confirm their contact details. Then they will be able to access the file uploader and provide their data for analysis.