If you are evaluating MERIT, just getting started, or trying to understand a specific feature, this page answers the questions we hear most often. Questions are organized by topic, so jump to the section that is most relevant to you. If you do not find what you are looking for here, contact support@meritmatch.io.Documentation Index
Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt
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General
What exactly does MERIT do?
What exactly does MERIT do?
MERIT is a GovCon business development platform built for contractors and BD teams. It gives you one workspace to manage pursuit work, review opportunities, identify potential teaming partners, track capability gaps, and make more organized bid decisions.In practice, MERIT helps replace the collection of spreadsheets, email threads, shared folders, and disconnected capture notes that many BD teams rely on. Instead of scattering pursuit context across multiple places, your team can work from a shared record that keeps the important details together.
Does MERIT find opportunities for me?
Does MERIT find opportunities for me?
MERIT helps you review, import, and organize opportunities, but it should not be treated as a replacement for your broader market intelligence process. Many teams use MERIT alongside their existing sources, relationships, and capture routines.When you already have an opportunity or solicitation document, you can add it to MERIT so your team has a central place to manage the pursuit.
Does MERIT write proposals?
Does MERIT write proposals?
No. MERIT is not a proposal writing tool. It helps organize the capture and pursuit context your team needs before writing begins, including opportunity details, partner notes, staffing considerations, gaps, and past performance references.The actual proposal strategy, narrative, and submission remain your team’s responsibility.
Can MERIT help with strategy?
Can MERIT help with strategy?
Yes. MERIT helps you bring pursuit context into one place so your team can review fit, gaps, teaming needs, and next steps more clearly. It supports better bid discussions, but it does not replace your team’s judgment or capture process.
Privacy & security
Who can see my pipeline?
Who can see my pipeline?
Your pipeline is not visible to other MERIT customers, partners, competitors, or event participants. Access is limited to your organization and to authorized MERIT personnel or service providers when needed to operate, secure, or support the platform.
Do you share my data with partners, programs, or other customers?
Do you share my data with partners, programs, or other customers?
Where is MERIT hosted?
Where is MERIT hosted?
MERIT runs on modern cloud infrastructure and uses encryption in transit and at rest. For more detail on MERIT’s security posture, see the Privacy summary or the full Privacy Policy.
Is MERIT FedRAMP authorized?
Is MERIT FedRAMP authorized?
Does MERIT train AI models on my data?
Does MERIT train AI models on my data?
MERIT does not use customer workspace data to train AI models for other customers. Your workspace data is used to provide features inside your own account and as otherwise described in the Privacy Policy.
Can competitors see anything in my workspace?
Can competitors see anything in my workspace?
No. Competitors using MERIT cannot see your pursuits, pipeline, partner notes, or other private workspace data.
What happens to my data if I cancel my subscription?
What happens to my data if I cancel my subscription?
Your data is handled in accordance with MERIT’s Privacy Policy. Contact support@meritmatch.io before canceling if you want to export your data or understand the retention timeline. See the full Privacy Policy for complete details.
Plans & access
How many users can we add?
How many users can we add?
Seat counts depend on your plan:
See Billing and subscription for the in-app plan and seat controls, or visit meritmatch.io/reserve to talk to the team about Enterprise pricing.
| Plan | Seats |
|---|---|
| Free | 1 read-only evaluation seat |
| Solo | 1 |
| Team | Up to 3 |
| Growth | Up to 10 |
| Enterprise | Custom |
Can BD, capture, recruiting, and pricing all use MERIT on the same plan?
Can BD, capture, recruiting, and pricing all use MERIT on the same plan?
Yes. MERIT is built for cross-functional BD teams. Depending on your plan and seat setup, BD managers, capture leads, staffing contributors, reviewers, and leadership can work from the same pursuit record instead of maintaining separate copies of the same information.
Do executives or reviewers need a full seat?
Do executives or reviewers need a full seat?
Workspace owners can manage seat access from MERIT. If you have a larger team or need a review-heavy setup, contact support@meritmatch.io to discuss the best plan and access model for your organization.
Does MERIT charge per opportunity?
Does MERIT charge per opportunity?
No. All paid plans include unlimited pursuits. You can add as many opportunities to your pipeline as you need without hitting per-opportunity limits or additional charges.
Features
Can I upload a Statement of Work or Performance Work Statement?
Can I upload a Statement of Work or Performance Work Statement?
Yes. You can upload opportunity documents so the source material stays attached to the pursuit record. MERIT can help draft or organize key pursuit details for your review, depending on the document and enabled workspace features.
Can MERIT help me find teaming partners?
Can MERIT help me find teaming partners?
Yes. MERIT helps you discover potential partners and build a more focused outreach list using the company and pursuit context available in your workspace. You still decide who to contact, how to qualify them, and whether they are a good fit for a specific bid.
Does MERIT support staffing analysis?
Does MERIT support staffing analysis?
Yes. MERIT can help you compare staffing information against opportunity requirements and identify gaps your team may need to resolve before bidding. The workflow is intended to support planning conversations, not replace recruiting, qualification, or compliance review.
Does MERIT support pricing?
Does MERIT support pricing?
MERIT includes early pricing checks on supported plans. These checks are meant to help your team spot alignment issues and review assumptions earlier in the pursuit, not produce final pricing or replace your pricing team.
Can I customize pipeline stages or gate reviews?
Can I customize pipeline stages or gate reviews?
MERIT includes a built-in pursuit workflow designed for GovCon BD teams. If your organization has enterprise requirements or a specific process you need to support, contact support@meritmatch.io to discuss options.
Does MERIT integrate with my CRM?
Does MERIT integrate with my CRM?
MERIT can support exports for teams that need to move information into another system. For CRM workflows or integration questions, contact support@meritmatch.io to discuss your setup.
Matchmaking Hub
Is MERIT just an event app?
Is MERIT just an event app?
No. MERIT includes a full business development platform for contractors, and the Matchmaking Hub is the event and program side of the product. It is designed for hosts that run structured networking, matchmaking, or small business engagement programs.
How does MERIT create matches between attendees?
How does MERIT create matches between attendees?
MERIT uses attendee profiles, stated preferences, and event setup details to help organizers identify relevant meeting options. Organizers can review the proposed matches before schedules are finalized.
Can MERIT schedule meetings automatically?
Can MERIT schedule meetings automatically?
Yes. MERIT can help generate meeting schedules based on participant availability and event configuration. Organizers stay in control and can review or adjust schedules before sharing them with attendees.
Do attendees need to download an app?
Do attendees need to download an app?
No. MERIT is entirely browser-based. Attendees access the platform on any device, including phone, tablet, or desktop, without downloading or installing anything. This significantly reduces friction for first-time participants.
Can vendors use MERIT to find teaming partners, not just buyers?
Can vendors use MERIT to find teaming partners, not just buyers?
Yes. Hosts can use MERIT to support vendor-to-vendor connections as well as buyer-seller meetings, depending on the event format.
What outcomes can we report to leadership?
What outcomes can we report to leadership?
MERIT helps hosts review event participation, scheduled meetings, meeting activity, and other operational outcomes available in the event workspace. Hosts can use those records to summarize event activity for leadership or stakeholders.
Can we export data from the Matchmaking Hub?
Can we export data from the Matchmaking Hub?
Yes. MERIT supports CSV exports for event records such as meeting data. If you need a specific reporting format, contact support@meritmatch.io before your event.
Can vendors see each other's full profiles?
Can vendors see each other's full profiles?
Attendee visibility depends on the event setup. MERIT is designed to share only the information needed for the event experience, while keeping private workspace data separate.
Is my program's workspace private?
Is my program's workspace private?
Yes. Organizer workspaces are separate from other customer workspaces. Participant data, match records, and meeting records are available to authorized users for that program or event.
Do you sell or share attendee lists?
Do you sell or share attendee lists?
How long does event setup take?
How long does event setup take?
Setup timing depends on event size, registration status, schedule complexity, and host requirements. Contact support@meritmatch.io early so the MERIT team can help plan the right setup path.
Can we run multiple events per year?
Can we run multiple events per year?
Yes. MERIT can support programs that run more than one event per year. Event scope and pricing depend on the size and requirements of each program.
Can MERIT support large events with thousands of attendees?
Can MERIT support large events with thousands of attendees?
Yes. MERIT can support large event programs. For events with thousands of attendees or complex scheduling needs, contact support@meritmatch.io so the team can review scope and requirements with you.
Can attendees register via CSV upload?
Can attendees register via CSV upload?
CSV import can help hosts add participant data in bulk. The best import approach depends on your registration workflow and event setup.
Can we use MERIT year-round, not just at events?
Can we use MERIT year-round, not just at events?
Yes. Hosts can use MERIT across a broader program calendar, not only on the event day. Many teams use event records, participant data, and follow-up planning to support engagement before and after structured matchmaking sessions.
Does the Matchmaking Hub integrate with registration platforms?
Does the Matchmaking Hub integrate with registration platforms?
Contact support@meritmatch.io to discuss integration options with your existing registration platform.
Support & onboarding
How long does onboarding take?
How long does onboarding take?
Many teams can begin using MERIT right away after creating an account and completing their company profile. Larger teams, enterprise workspaces, and event programs may need additional setup time. Growth and Enterprise customers can receive onboarding help from the MERIT team.
Do you offer training?
Do you offer training?
Yes. BD 101 is a free GovCon BD curriculum included with every account. It covers the pursuit lifecycle from BD fundamentals through capture planning and execution. See the BD 101 page for the full curriculum.
Can MERIT support large prime contractors with multiple BD teams?
Can MERIT support large prime contractors with multiple BD teams?
Yes. Enterprise plans are available for larger organizations with multiple teams, custom seat needs, security review requirements, or more complex rollout plans. Contact support@meritmatch.io or visit meritmatch.io/reserve to discuss your requirements.