FOR CFOs AND COOs
Trade Advisory Without the Black Box
Your engagement runs on a documented process. Porter's Five Forces through UCC Article 2 compliance. No hand-waving. Every deliverable mapped to a numbered gate.
Platform Metrics: What the Blotter Shows
- 12%
- Deal vet rate
- 48-72h
- Brief to shortlist
- 85%+
- Advisor rejection rate
- 62
- Platform NPS score
Platform Metrics: What the Blotter Shows
How the Blotter Works: Three Operating Principles
01
Numbered Engagement Rows
Every mandate gets a unique engagement number and blotter row. Status indicators track gate position: sourcing, diligence, SOW execution, close. You see where your deal stands without status calls.
02
Regulatory Citations at Each Gate
Each gate carries its governing regulation — FTC Section 5, UCC Article 2, OFAC 31 CFR Part 501. Your audit trail builds as the engagement progresses through the blotter.
03
SOC 2 Verified Data Handling
Platform operates under SOC 2 Type II attestation. Transaction data and advisory deliverables meet trust services criteria. NIST CSF 2.0 aligned for enterprise vendor questionnaires.
What Blotter Users Report
We ran three acquisitions through HandelsPortaal. Each had a numbered engagement row, each gate cited the regulatory basis. Our board stopped asking for status updates — they just checked the blotter.
The vet rate matters. Twelve percent of deals pass their sourcing criteria. That means the advisors we meet are already pre-qualified on licensure, OFAC screening, and capability. We skip six weeks of procurement work.
Scope creep killed our last two consulting engagements. HandelsPortaal's SOW-gated process meant every scope change required a documented amendment. We saved $140K on a $600K restructuring mandate.
Forty-eight hours from brief submission to a shortlisted introduction. Our last big-four firm took six weeks just to staff the engagement. Time-to-value on this platform is a different category.
The OFAC screening integration changed how we approach cross-border deals. Every counterparty runs through 31 CFR Part 501 checks before we even see a term sheet. That alone justified the engagement.
We evaluated three advisory platforms. HandelsPortaal was the only one with SOC 2 Type II and documented NIST CSF alignment. Our enterprise procurement team signed off in two days instead of six months.
Open Your Engagement Row
Submit your brief. Receive a shortlisted advisor introduction within 48-72 hours. Your blotter row opens at Gate 1.
About
Trade Advisory Without the Black Box
HandelsPortaal exists to give mid-market B2B companies the same structured commercial advisory process that institutional deal desks run — transparent, auditable, regulatory-rigorous.
Founded 2019 by a former trade compliance officer and a restructuring CFO. They watched mid-market companies get handshake advice on seven-figure transactions. First client: a $40M industrial distributor facing an OFAC gap on a cross-border acquisition.
Every engagement runs like a blotter row. Gates: sourcing, KYB screening, diligence, SOW execution, close. Network vet rate: 12%. We verify licenses, run OFAC SDN checks, classify advisors under DOL economic realities test. Clients see the full blotter.
Our path
- 2019Platform founded; first engagement — $40M cross-border acquisition advisory
- 2020SOC 2 Type II attestation initiated; advisor vet rate standardized at 12%
- 2021OFAC SDN screening integrated into KYB workflow for all participants
- 2023500th engagement closed; NPS benchmarked at 62 across advisory categories
- 2024DOL Independent Contractor Rule compliance overhaul completed
What we stand for
Every recommendation cites a regulation, framework, or standard. If we can't source it, we don't say it. Clients receive numbered deliverables tied to specific gates.
The blotter isn't a reporting tool — it IS the engagement. Each row advances through defined gates. Scope changes require documented SOW amendments, not email side-deals.
Advisors pass credential verification — state CPA boards, SEC registration, PE licensure. We run OFAC checks and DOL classification before any advisor meets a client.
I spent twelve years watching mid-market principals sign engagement letters they couldn't audit. HandelsPortaal is the answer: every advisory dollar tracked to a numbered gate, every recommendation cited to a governing standard. If you can't trace it, we don't deliver it.