| Discover and save opportunities | Full access | Create and edit records | Read only |
| Submit expressions of interest | Full access | Create and edit records | Denied |
| Countersign NDAs | Full access | NDAs, closing, documents | Denied |
| Create and submit offers | Full access | — | Denied |
| Revise negotiation terms | Full access | Create and edit records | Denied |
| Approve financing applications | Full access | Financing, valuation, settlement | Denied |
| Approve valuations | Full access | Financing, valuation, settlement | Denied |
| Vote at investment committee | Committee and approvals | — | Denied |
| Instruct settlement funds | Full access | Financing, valuation, settlement | Denied |
| Manage team and permissions | Full access | — | Denied |