Buying process
Eight steps from requirements to signed scope.
Prop Firm Software Procurement Hub
This hub organizes our buyer research around the actual decision process—from defining requirements to comparing economics, validating production workflows and protecting the eventual exit.
If you are already buying: start with the active shortlist, standardize the brief, then use Get Matched when you want qualified introductions. Providers under verification or commercial-introduction hold remain researchable but are not routed as active recommendations.
1. Define and shortlist
Feature matrix
Compare native, integrated, custom and roadmap capability.
Selection scorecard
Weighted 100-point framework with knockout criteria.
2. Get comparable proposals
RFP framework
Send the same volume, platform and workflow requirements.
25 vendor questions
Force precise scope instead of yes/no marketing answers.
Pricing models
Normalize fixed, usage, credit and percentage economics.
3. Validate the product
30 demo tests
Purchase, provisioning, risk, KYC, payout, API and export.
Pilot guide
Turn trial access into measurable acceptance tests.
Risk engine guide
Test state, latency, breach evidence and rule versioning.
4. Model the economics
Hidden costs
Find platform, KYC, payment, API and exit costs.
Cost per trader
Normalize unit economics without mixing denominators.
Share crossover formula
Compare percentage economics with fixed SaaS.
5. Diligence the relationship
Vendor due diligence
Evidence hierarchy for claims, scale, security and references.
Uptime & SLA
Translate availability percentages into contractual questions.
Contract checklist
Twenty commercial, service, data and exit terms.
6. Plan migration and exit
Migration checklist
Inventory, reconcile, rehearse, cut over and hyper-care.
Data ownership
Separate records, configuration, custom work and source code.
Vendor lock-in
Measure reversibility before dependence grows.
Original market data
Use our public pricing table, technology benchmark, commercial-model research and migration-market snapshot as evidence inputs.
What Get Matched now captures: budget, expected trader volume, platform, commercial preference, timing, decision role, jurisdiction, current provider and migration requirements. That gives us a much better basis for routing a buyer than a generic contact form.
Editorial principle
Our goal is not to maximize the number of vendors a buyer contacts. It is to make the shortlist smaller and the questions better. Affiliate compensation does not determine automatic matching or research conclusions.