Coming soon The Exit module is currently in testing. It will be available on Professional and Enterprise plans.
Module
Exit
Run your exit process without losing control of the details. The Exit module gives founders a structured buyer pipeline — from first target to final close — with readiness tracking, data room management, diligence coordination, and a closing checklist in one place.
Core capabilities
- Buyer pipeline Kanban across eight stages: Target, Engaged, NDA, IOI, LOI, Diligence, Closing, Closed
- Exit readiness scoring across six categories — financials, legal and IP, operations, technical, commercial, team
- Data room tracker with seven categories and item-level status: missing, draft, ready
- Diligence request log with owner assignment, buyer attribution, and status tracking
- Closing checklist with seller, buyer, and shared ownership assignment
- Strategy definition: exit type, target valuation, deal structures, and non-negotiables
- AI-generated exit document pack: teaser, CIM, management presentation, financial summary, and more
- Passed buyer stage for tracking declined conversations without cluttering the active pipeline
Business outcomes
- More organised exit process with fewer dropped buyer conversations
- Better negotiating position from documented strategy and readiness gaps closed in advance
- Complete audit trail for M&A advisors, legal counsel, and board members
The Exit Buyer Pipeline Stages
The pipeline moves buyers through eight stages, each with its own tracking fields and actions. Every stage is designed to capture what matters at that point in the transaction — without requiring a separate CRM or M&A tool.
1. Target
Build your buyer target list with name, company, buyer type, and strategic rationale. Tag buyers by type — strategic acquirer, private equity, family office, or individual — so you know the nature of each conversation before it starts.
2. Engaged
Track initial outreach and early conversations. Log the contact method and timing, set a next step with a due date on every record, and make sure warm buyer relationships do not go cold from a missed follow-up.
3. NDA
Record when a mutual NDA is signed and information sharing can begin. The NDA stage gates sensitive material — only buyers who have signed get access to detailed financials, operational data, and the confidential information memorandum.
4. IOI
Log indications of interest with the buyer's preliminary valuation range and deal structure preference. Track multiple IOIs simultaneously to understand the market's read on your business before moving to exclusivity.
5. LOI
Record the letter of intent terms, exclusivity period, and any conditions. The LOI stage typically marks the start of a more intensive process — formal diligence, advisor engagement, and closing timeline negotiation.
6. Diligence
Manage formal due diligence alongside the buyer pipeline. Track diligence requests, assign owners, and coordinate data room access so nothing slips during the most consequential phase of the transaction.
7. Closing
Work through the closing checklist with seller, buyer, and shared items assigned to clear owners. The closing stage runs in parallel with legal, financial, and regulatory finalization until all conditions are satisfied.
8. Closed
Mark the transaction complete when funds are confirmed and legal transfer is executed. The closed stage provides a clean endpoint for the buyer record, closing checklist, and exit documentation.
What the module actually helps you do
Buyer pipeline visibility
See every buyer in the process at a glance — their stage, last activity, next step due date, and indicative value — without tracking conversations across email threads and spreadsheets.
Readiness before process
Score your business across financials, legal and IP, operations, technical, commercial, and team. Know your gaps before buyers find them in diligence — and fix them on your timeline, not theirs.
Data room and diligence coordination
Track every diligence request with owner assignment and status. Coordinate data room materials across seven categories so you can respond to buyer requests immediately without scrambling.
Structured closing
Work through the closing checklist with clear ownership per item — seller, buyer, or shared. Know what is blocking close at any moment and follow up on buyer-side blockers before they delay the transaction.
Use cases
FAQ
What does the Exit module track?
It tracks your full exit process from buyer pipeline through closing, including readiness assessment across six categories, data room preparation, diligence requests, and the closing checklist.
How is the buyer pipeline organised?
The pipeline uses a Kanban board with eight stages: Target, Engaged, NDA, IOI, LOI, Diligence, Closing, and Closed. A Passed stage lets you track declined buyers without cluttering the active process.
What is the readiness assessment?
Readiness scores your business across six categories — financials, legal and IP, operations, technical, commercial, and team — with notes and gap tracking per category. Use it to identify and close weak spots before running a formal buyer process.
Exit module is in testing
We are finishing testing before opening it to all users. In the meantime, get started with Discovery and Development — the core of everything you will build.