MV
Match Valley
Your Business Matchmaker
Platform Flow v3.0 June 2026 Post-Demo Revision Confidential
Platform Actor Flow — v3 Revised
Updated from Demo Feedback: 7 verticals (Startup Funding removed · Fractional Sale + Distribution added) · Broker & Buyers sections · Affiliate program · Coupon system · Newsletter · Blog · Events · Find Advisors · Valuation partial lead capture · Quick sign-in trigger. AU corridor deferred to future phase.
Actor
Opportunity Owner
Buyer / Investor
Admin / Ops
Premium Investor
WhatsApp trigger
Revenue event
New v3 addition
Phase
Ph1
Ph2
Ph3
Ph4
v3 Changes from Demo Feedback:  Startup Funding removed · Fractional Sale added · Distribution Opportunities added · Commercial Property split into Sale + Rent sub-types · Broker Section added · Buyers Section (mandate submission) added · Valuation tool partial lead capture · Quick sign-in trigger · Newsletter + Blog + Events Page + Find Advisors added to public interface · Coupon/Offer system · Affiliate Partner Program with referral codes · AU/international corridor deferred to future phase.
Zone 1 — Public entry (all actors)
Public website — marketing interface
Homepage · How It Works · Pricing · Success Stories · Closed Deals Archive · Free Valuation Tool (lead magnet with partial lead capture)
New v3: Blog · Newsletter subscription · Events Page (webinars · expos · investor meets · networking) · Find Advisors (Legal · Financial · Tax · M&A Advisors · Business Consultants)
Phase 1
New
Valuation Tool — partial lead capture
User starts valuation flow → name + mobile/email collected at Step 1 → even if user abandons, lead is captured in admin CRM → WA follow-up triggered within 24 hrs · No sign-up required to use tool — lead first, friction later
Ph1
7 listing verticals — revised from demo feedback
Business Sales & Acquisitions
Ph1
Fractional Sale
NEW Ph1
Franchise Opportunities
Ph1
Investment Opportunities
Ph1
Distribution Opportunities
NEW Ph1
Commercial Property Sale · Rent
Ph1
Digital Businesses
Ph4
Startup Funding & Partnerships removed per demo feedback · Commercial Property now includes Property for Sale + Property for Rent as sub-types
New platform sections — from demo feedback
New
Broker Section
Dedicated area for business brokers and intermediaries · Broker registration + profile · Listed deals via broker · Broker accreditation tier · Commission tracking
Ph1
New
Buyers Section
Buyers post acquisition requirements publicly · Industries of interest · Investment budget range · City preference · Timeline · Owners browse buyer mandates and reach out directly
Ph1
New
Events Page
Networking events · Webinars · Expos · Investor meets · Event listing (free + ticketed) · Registration flow · Post-event lead capture
Ph1
Registration & actor routing — with quick sign-in trigger
Register / sign up Updated
Select actor type on signup → routed to correct onboarding wizard
New: Quick sign-in trigger on high-intent actions (enquiry · save · valuation report access) — one-tap social login (Google/OTP) before friction
Phase 1
Zones 3–6 — Four parallel actor tracks
Opportunity Owner
Buyer / Investor
Admin / Ops
Premium Investor
Owner
Owner onboarding
3-step wizard · Business details · Select listing package · Payment (₹2,999–14,999) · Coupon/offer code redemption at checkout
Ph1
Buyer
Buyer onboarding
3-step: Account → Investment profile (budget, sectors, cities) → Notification preferences · Option to post a Buyer Mandate in Buyers Section
Ph1
Admin
Admin login
Internal access only · No public registration · Role-based permissions · Dashboard view · Coupon management · Affiliate tracking dashboard
Ph1
Investor
Investor onboarding
Buyer account upgraded to Investor tier · Mandate setup · Ticket size · Sector & geography · Credentialing
Ph3
Owner
Create listing
4-step flow · Business info · Financials · Media upload · Review & submit · Select vertical including Fractional Sale, Distribution · Commercial Property: select Sale or Rent sub-type
Ph1
Buyer
Browse & discover
Filters · 7 category pages · Collections (Under ₹25L · Exit-ready) · Save to watchlist · Browse Broker-listed deals · View Buyer Mandates section
Ph1
Admin
Listing review queue
All pending listings · Approve · Reject with feedback · Request more info · SLA: 24–48 hrs · Review Buyer Mandate submissions · Broker profile approvals
Ph1
Investor
Curated deal feed
Mandate-matched private listings · Sector + ticket size filters · Includes Fractional Sale + Investment opportunities
Ph3
Zone 5 — Trust & verification layer
Owner
Review & revision loop
Submitted → Admin reviews → Approved: listing goes live · Rejected: feedback via WA → Owner revises → Re-submits → Re-review
Ph1
Buyer
Profile score + NDA gate
Profile completeness check · <60%: WA nudge to complete → complete → lead forwarded · ≥60%: proceed to listing detail · Confidential listing: sign NDA to unlock
Ph2
Admin
Approve / reject / request
Approve → listing published · Reject → structured feedback to owner · Request info → listing held · Owner verified badge assigned · Manage coupon codes
Ph1
Investor
Deal Room access
Sign NDA → unlock full financials, P&L, leases, cap table · Secure document sharing · Post-NDA only
Ph3
Owner subscription renewal loop: Listing active for package duration (30–90 days) → 30-day expiry warning via WA → 7-day grace period → Owner renews: re-enters revenue cycle · Owner does not renew: listing depublished · Re-activation available at any time via owner dashboard. Coupon code can be applied at renewal for discount.
Zone 2 — Opportunity discovery & enquiry engine
Owner
Live listing + lead inbox
Published listing visible · Leads arrive in inbox (direct + via broker) · View buyer profile + mandate · Respond · Analytics dashboard
Ph1–2
Buyer
Credit check + enquiry
Check credit balance → insufficient: purchase credits (₹499–2,999/pack) · Coupon code reduces cost → deduct credit → unlock owner contact → submit enquiry with budget + timeline
Ph1
Admin
Lead management
All enquiries · Qualify · Assign to advisor · Flag high-value (>₹1 Cr) · Escalate to advisory team · Track affiliate referral source per lead
Ph1
Investor
Direct owner connect
Bypasses standard enquiry flow · Priority access post-NDA · Advisory team introduction · Deal pipeline tracking
Ph3
Cross-cutting — Affiliate Partner Program NEW v3
Affiliate program — every registered user gets a unique referral code
Every registered user (Owner, Buyer, Broker) receives a unique referral code on registration · Share link drives traffic → platform tracks signups, listings, and transactions per code · Incentive triggered when referred client completes a paid transaction (listing purchase, advisory booking, credit purchase)
Unique referral code per user Referral tracking dashboard (admin + user) Incentive: discount or cash credit on successful referral Broker tier: higher referral commission WA share shortcut for referral link Referral leaderboard (gamification)
Cross-cutting — WhatsApp automation backbone (Phase 1 → 4)
30+ automation triggers across all 5 interfaces — progressive telecaller replacement
Owner: Lead alert · Listing approved / rejected / revision request · Expiry warning · Renewal nudge · Upgrade prompt · Verification complete
Buyer: AI-matched digest (weekly) Buyer: Enquiry confirmation Buyer: NDA prompt & completion Buyer: Price change alert Buyer: Profile completion nudge Admin: Broadcast tool Admin: High-value lead flag Investor: Priority deal alert Investor: Deal Room invite All: OTP verification All: Subscription renewal Valuation partial lead follow-up Newsletter welcome Event reminder + confirmation Referral code share shortcut
Zone 7 — Advisory layer (cross-actor, Phase 1–3)
Advisory services — defined entry & exit per actor · Find Advisors directory added
Owner entry: Valuation tool CTA → consultation booking · Buyer entry: Deal >₹50L triggers advisory prompt · Investor entry: All deals include advisory intro option · Admin entry: Manual escalation on any lead
Exit states: Advisory booked · Declined (user opts out) · Referred to partner CA/law firm
Free valuation estimator Consultation booking Deal structuring Legal templates (SPA/LOI) ₹4,999–9,999 Advisory inquiry form Advisor assignment Partner CA / law firm referral Find Advisors directory (Legal · Financial · Tax · M&A · Business Consultants)
Revenue events — updated streams
Listing package
₹2,999–14,999
Listing upgrades
Boost · Badge · Feature
Buyer credits
₹499–2,999/pack
Investor subscription
Premium tier · Ph3
Advisory fees
1–3% of deal
Success fee
0.5–1% of deal
Market reports
₹4,999–14,999
Legal templates
₹4,999–9,999
Finance referral
NBFC fee %
Broker programme
Revenue share
Buyer mandate listing
₹4,999/mandate
Homepage banners
₹3,000–8,000/mo
Photo / video enhance
₹1,999–4,999
Escrow fee
RazorpayX % · Ph4
Broker accreditation
Annual fee
Academy / education
Course fees · Ph4
Coupon / offer system
Promo + premium listing deals
Affiliate commissions
Referral incentive share
Events & meetups
Ticket / sponsor fee
Find Advisors listing
Advisor profile fee
Newsletter sponsorship
Branded content slot
API partner access
Integration fee · Ph4
Deal close & scale
Deal closed
Success fee triggered · Closed Deals Archive updated (SEO + social proof) · Buyer and owner notified · Advisory commission settled if applicable · Affiliate referral commission triggered if deal sourced via referral code · Escrow released (Ph4 digital vertical)
Ph2–3
Future Phase
International corridor — deferred
India–Australia, GCC, UK, USA expansion kept on hold · To be considered once core platform features are implemented and stabilised · All international corridor work removed from current build scope
Future
Match Valley — Platform Actor Flow v3.0 · June 2026 · Post-Demo Revision · Confidential · Built by Arun Babu