Business buyer certification

The credential that moves deals forward.

Buyers declare their financial readiness. Brokers receive a certification. Nobody sees the actual numbers.

Declared

James R.

Qualified up to $1.5M


Charter · March 2026

Verified

Sandra T.

Verified up to $3.5M


Charter · March 2026


01

Broker sends a link.
Buyer completes a profile.

A broker creates a certification request and sends the buyer a private link. The buyer fills out a brief financial profile — ranges, not exact figures — and optionally uploads supporting documents.

Onboarding

02

Serious buyers go further.
They stand out.

Buyers who choose to verify their declarations with supporting documentation receive a higher certification tier. It signals commitment without revealing confidential details.

Verification

03

The broker sees a tier.
Nothing more.

The broker receives a clean certification card — a tier, a range, and a date. No account numbers, no balances, no statements. Just enough to know the buyer is real.

Delivery

Your numbers stay yours.

Charter was designed from the ground up so that sensitive financial data never leaves the buyer's control. Brokers see a certification, not a balance sheet.

No account numbersNo exact balancesNo institution namesNo bank statementsNo net worth figure

The conversation starts when you're chartered.

Whether you're a buyer proving your readiness or a broker qualifying prospects — Charter gives the deal a starting point.