How To Mio© - Stage 1: Project Setup - 1/2 - How to Create a New Project
This article describes how to Create a New M&A Project on the platform.
Navigate to the M&A Insurance Dashboard:
From the M&A Insurance Dashboard, select New Project
There are 5 steps to creating a New Project
These are visible in the progress bar at the top of your screen through the process:
1. Project Type: Select the type of Project
1.1. Select the type of Project you are creating
1.2. Click Next
2. Policy Type: Select type of Policy
In this step, we will choose between a Seller-Side Policy and a Buyer-Side Policy.
The below content is split in 2 sections given the difference in requirements and coverages of Buyer-Side versus Seller-Side io.insure policies. The main differences as far as end-users are concerned are in Phases 1 and 2. These differences and requirements are documented below. Please continue by clicking on the section that pertains to your project:
As M&A Transactions have 2 sides, there are also 2 types of Policies Mio© can cover: Buyer-Side Policies and Seller-Side Policies.
The requirements and options within these 2 types of Policies will differ.
We identify Buyer-side Policies as Policies where the insured is the buyer, or on the Buyer-side of the transaction, and Seller-Side Policies as Policies where the insured is the seller, or on the seller-side of the Transaction. Even if you may be the Seller, or on the Seller-Side of the transaction, the Project as io.insure sees it may be for a Buyer-side Policy. This is because Mio Buyer-side policies involve the Buyer-side and the Seller-side, whereas Mio© Seller-Side Policies only involve the Seller-side.
Please select below whether you are acting within a Buyer-side or Seller-side Policy.
2.1 Select Buyer-side policy
2.2. Click Next
3. Project Details: Provide project information
Select your role below, to expand to the appropriate section of this guide:
For more information on Roles, please see M&A Roles Explained
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Select who is paying for the policy
3.5. Click Next
4. Participants: Provide information of the participants
4.1 Main actors
4.1.1 Enter the seller's e-mail address
4.1.2 Principal Advisor
Please Select Below whether you already have an Advisor or want one assigned
I have a Principal Advisor
4.1.2a If you have a Principal Advisor appointed:
4.1.2a.0. Leave the “I don’t currently have a Principal Advisor…” button unselected, as depicted in the above screenshot.
4.1.2a.1. Enter Advisor Company Name
4.1.2a.2. Enter First and Last Name
4.1.2a.3. Enter Advisor's e-mail
I don't have a Principal Advisor - please assign me one
4.1.2b If you don't have a Principal Advisor appointed
4.1.2b.0. Select the “I don’t currently have a Principal Advisor…” button, as depicted in the above screenshot.
4.1.2b.1. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.2. Select Advisor from the Dropdown menu
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Click Next.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.2.1a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Next
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Next
4.3. Brokers
4.3.1. Please search for your Broker by Company and/or Name
4.3.2. Click Next
5. HHL: (Optional) If required, Upload your Hold Harmless Letters
5.1. If required, Click to browse through your PC to select documents to upload or drag the documents into the highlighted area; otherwise skip to 5.2.
5.2. Click Create Project
5.3. Click Confirm
5.4. NDA - All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
__________________________________
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Select who is paying for the policy
3.5. Click Next
4. Participants: Provide information of the participants
4.1 Main actors
4.1.1 Enter seller's e-mail
4.1.2.Enter buyer's e-mail
4.1.3. Click Next
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Click Next.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.2.1a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Next
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Next
4.3. Brokers
4.3.1.Please search for your Broker by Company and/or Name
4.3.2. Click Next
5. HHL: (Optional) If required, Upload your Hold Harmless Letters
5.1. If required, Click to browse through your PC to select documents to upload or drag the documents into the highlighted area; otherwise skip to 5.2.
5.2. Click Create Project
5.3. Click Confirm
5.4. NDA - All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
__________________________________
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Select who is paying for the policy
3.5. Click Next
4. Participants: Provide information of the participants
4.1 Main actors
4.1.1a Enter buyer's e-mail
4.1.2 Principal Advisor appointed
Please Select Below whether you already have an Advisor or want one assigned
I have a Principal Advisor
4.1.2a If you have a Principal Advisor appointed:
4.1.2a.0. Leave the “I don’t currently have a Principal Advisor…” button unselected, as depicted in the above screenshot.
4.1.2.1. Enter Advisor Company Name
4.1.2.2. Enter First and Last Name
4.1.2.3. Enter Advisor's e-mail
I don't have a Principal Advisor - please assign me one
4.1.2b If you don't have a Principal Advisor appointed
4.1.2b.0. Select the “I don’t currently have a Principal Advisor…” button, as depicted in the above screenshot.
4.1.2b.1. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.2. Select Advisor from the Dropdown menu
4.1.2b.3. Click Next
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Create Project.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.1.2a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Create Project
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Create Project
4.3 Click confirm
4.4. NDA- All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
__________________________________
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Select who is paying for the policy
3.5. Click Next
4. Participants: Provide information of the participants
4.1 Main actors
4.1.1 Enter seller's e-mail
4.1.2.Enter buyer's e-mail
4.1.3. Click Next
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Click Create Project.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.1.2a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Create Project
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Create Project
4.3. Click Confirm
4.4. NDA- All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
OR
2.1 Select Seller-side policy
2.2. Click Next
3. Project Details: Provide project information
Select your role below, to expand to the appropriate section of this guide:
For more information on Roles, please see M&A Roles Explained
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Click Next
4. Participants: Provide information of the participants
4.1. Main actors
4.1.2 If you have a Principal Advisor appointed:
Please Select Below whether you already have an Advisor or want one assigned
I have a Principal Advisor
4.1.2a If you have a Principal Advisor appointed
4.1.2a.0.Leave the “I don’t currently have a Principal Advisor…” button unselected, as depicted in the above screenshot.
4.1.2a.1. Enter Advisor Company Name
4.1.2a.2. Enter First and Last Name
4.1.2a.3. Enter Advisor's e-mail
I don't have a Principal Advisor - please assign me one
4.1.2b If you don't have a Principal Advisor appointed
4.1.2b.0. Select the “I don’t currently have a Principal Advisor…” button, as depicted in the above screenshot.
4.1.2b.1. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.2. Select Advisor from the Dropdown menu
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Click Next.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.2.1a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Next
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Next
4.3. Brokers
4.3.1. If any of your Advisor(s) are your Broker, Select your Broker in the advisors dropdown menu.
4.3.2. Click Next
5. HHL: (Optional) If required, Upload your Hold Harmless Letters
5.1. If required, Click to browse through your PC to select documents to upload or drag the documents into the highlightedarea; otherwise skip to 5.2.
5.2. Click Create Project
5.3. Click Confirm
5.4. NDA - All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
__________________________________
3.1. Enter Project Name
3.2. Enter Project Description
3.3. Select your role in the Project
3.4. Click Next
4. Participants: Provide information of the participants
4.1. Main actors
4.1.1 Enter Seller's e-mail
4.1.2 Click Next
4.2. Support advisors (Optional)
4.2.1 If you have or want a Support advisor, Click Add Support Advisor
4.2.2 Otherwise, Click Next.
Add an existing Support Advisor to the Project
4.2.1a If you have a Support Advisor appointed
4.2.1a.0. Leave the “I don’t currently have a Support Advisor…” button unselected, as depicted in the above screenshot.
4.2.1a.1. Enter Advisor Company Name
4.2.1a.2. Enter First Name and Last Name
4.2.1a.3. Enter Advisor's e-mail
4.2.1a.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1a.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1a.6. Click Next
Request a Support Advisor to be provided for the Project
4.1.2b.1. Select the “I don’t currently have a Support Advisor…” button, as depicted in the above screenshot.
4.1.2b.2. Select Type of partner from the Dropdown menu
-
-
- Legal,
- Insurance,
- Financial
-
4.1.2b.3. Select Advisor from the Dropdown menu
4.2.1b.4. Select whether you wish to grant the Advisor access to all sections. If not, select the section(s) to provide them access to from the dropdown.
4.2.1b.5. Select whether you wish to grant the Advisor view rights to the entire project.
4.2.1b.6. Click Next
4.3. Brokers
4.3.1. If any of your Advisor(s) are your Broker, Select your Broker in the advisors dropdown menu.
4.3.2. Click Next
5. HHL: (Optional) If required, Upload your Hold Harmless Letters
5.1. If required, Click to browse through your PC to select documents to upload or drag the documents into the highlighted area; otherwise skip to 5.2.
5.2. Click Create Project
5.3. Click Confirm
5.4. NDA - All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
Congratulations. Your new Project has been created. For next steps, Please see “M&A Projects Stage 2: Quote Pack – Filling Forms”
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