Transactions: FAQ
What happens after your Indications of Interest align — step by step.
Indications Matched
When you and a counterparty's terms align, the platform notifies you both. This is a non-binding communications milestone, not an executed transaction — nothing is charged, and no capital moves yet.
Proceeding independently
From there, you and your counterparty independently agree final terms, complete standard document templates, and route capital directly to a qualified, FDIC-insured escrow bank. P2P Shares never takes custody of funds or securities.
Issuer requirements
Most private companies hold a right of first refusal (ROFR), typically a 30-day window, before a transfer completes.
When identities are revealed
Buyer and seller communicate anonymously through the platform's messaging portal. Identities are revealed only when both sides confirm they want to proceed.