---
title: How to use Deal Notes
description: Learn how to use Deal Notes to privately organize questions, follow-ups, and important details throughout a deal on Acquire.com.
---

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1. [Account](https://help.acquire.com/account?hsLang=en)

# How to use Deal Notes

## Keep important details, questions, and follow-ups organized throughout a deal

Deal Notes gives buyers and sellers a private place to record important information about individual deals.

You can use notes to track diligence questions, meeting takeaways, follow-up tasks, concerns, or anything else you want to remember as a deal progresses. Your notes are private from the other side of the deal.

### 1. Open Deal Notes

Open a deal and find **Notes** in the details panel. You can access the details panel from either the deal page or its inbox conversation.

Buyers will see notes associated with the startup, while sellers will see notes associated with the buyer.

Deal Notes is available from the beginning of a conversation, so you don’t need to wait until access is approved or the deal reaches a particular stage.

![](https://help.acquire.com/hs-fs/hubfs/image-png-Aug-10-2026-06-30-52-2836-PM.png?width=670&height=476&name=image-png-Aug-10-2026-06-30-52-2836-PM.png)

### 2. Add a note

To create a note:

1. Open **Notes** from the details panel.
2. Select the **+** button.
3. Enter your note.
4. Select **Save**.

Each note can contain up to 1,000 characters.

![Add a note from the Deal Notes sidebar](https://help.acquire.com/hubfs/03-add-a-note.png)

Once saved, the note will appear in the sidebar for that deal.

### 3. Review your notes

Notes are displayed with the most recent first and grouped by date, including:

- Today
- Yesterday
- Last 7 days
- Earlier months

Longer notes are shortened in the sidebar. Select **See more** to read the full note and **See less** to collapse it again.

![](https://help.acquire.com/hs-fs/hubfs/image-png-Aug-10-2026-06-31-13-9837-PM.png?width=1440&height=1024&name=image-png-Aug-10-2026-06-31-13-9837-PM.png)

### 4. Edit a note

To update an existing note:

1. Open the note’s three-dot menu.
2. Select **Edit**.
3. Make your changes.
4. Select **Save**.

The updated note will appear in the same deal sidebar.

### 5. Delete a note

To remove a note:

1. Open the note’s three-dot menu.
2. Select **Delete**.
3. Review the confirmation message.
4. Select **Delete Note**.

![Confirm deleting a Deal Note](https://help.acquire.com/hubfs/04-delete-note-confirmation.png)

Deleted notes can’t be recovered.

### Who can see your Deal Notes?

Your notes are private from the other side of the deal. Buyers can’t see notes created on the seller side, and sellers can’t see notes created on the buyer side.

Deal Notes is available to all buyers and sellers on every plan.

Ready to keep your next deal organized? Open a deal and start adding notes.

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