Private B2B Matching Workflow: From Profile to Mutual Introduction
A step-by-step playbook with owners and checkpoints for moving from profile facts to a mutually approved connection.
A private matching workflow begins with organisation-owned facts, confirms which items may enter anonymous matching, evaluates fit and hard constraints, presents an anonymised candidate, resolves key questions, records independent interest and opens identity disclosure only after every participant grants current consent. Each checkpoint needs an owner and a fail-closed rule so privacy is enforced throughout the workflow.
Seven controlled checkpoints
The workflow separates data confirmation, matching eligibility, candidate evaluation, anonymous review, interest, consent and introduction access.
| Dimension | What to examine | Decision rule |
|---|---|---|
| Profile owner | An authorised member confirms offers, needs, capabilities and constraints. | Draft extraction never becomes an unreviewed fact. |
| Matching service | Only eligible items are compared, with factors and blockers recorded. | Do not expose hidden participant details in candidate responses. |
| Participant reviewer | Each company reviews rationale and uncertainty independently. | Interest does not imply consent. |
| Introduction gate | The server rechecks every current participant before access or messaging. | Pause access when consent is absent or revoked. |
Example: clarification before identity
Two companies appear compatible, but the buyer's required cadence is missing from the supplier profile.
An anonymous question resolves cadence. Both parties then decide interest and disclosure separately rather than revealing identity to ask a basic fit question.
Illustrative scenario, not a customer claim or guaranteed outcome.FoundBefore workflow boundaries
FoundBefore implements organisation membership checks, anonymous opportunities, separate interest and consent, and guarded introduction access.
The workflow ends before negotiation, contracting, payment and operational delivery.
Limits and responsibilities
- Anonymous questions must avoid identifying details.
- Revocation affects future platform access.
- Human reviewers remain accountable for the decision.
FoundBefore does not guarantee a match, buyer, supplier, partnership or completed deal. Identity disclosure requires mutual consent, and the controlled pilot does not replace procurement, contracting or human review.
Privacy is preserved by separate checkpoints, not by hiding names at only one screen.