Six phases. One platform.
How It Works
Discovery
Start in Explorer to establish your value and plan the work ahead. The platform gives you a valuation estimate, exit-readiness score, and a practical roadmap before you speak with a buyer.
Preparation
Use the learning path, document checklist, and EBITDA normalization tools to prepare your financial story and organize the information buyers will request.
Marketing Materials
Prepared includes tools for an investor-ready Confidential Information Memorandum, an anonymous teaser, and a normalized EBITDA view before materials are shared.
Buyer Identification and Outreach
Identify a relevant buyer universe, then use In Market to organize outreach, NDAs, and buyer activity in one place.
Offers and Diligence
Use the platform to organize offers, compare terms, and manage diligence work with the legal, tax, and financial professionals you choose.
Closing and Post-Close
Close includes a closing workspace, a checklist, and a post-close transition plan to keep owner-led work organized through completion.
Six phases
Discovery
Start with a clear baseline. Explorer turns a brief business assessment into a low, base, and high valuation estimate, an exit-readiness score, and a practical roadmap for improving your position before you speak with a buyer.
- Industry-adjusted valuation estimate
- Low, base, and high value range
- 0 to 10 Exit Readiness Score
- Personalized exit-readiness roadmap
Preparation
Learn the sequence of a sale before it becomes urgent. Explorer includes four core modules, and Prepared unlocks the full learning path and EBITDA normalization tools so you can prepare your financial story with confidence.
- 4 core education modules in Explorer
- All 9 modules in Prepared
- EBITDA normalization tools in Prepared
- Coverage of deal structure, diligence, and closing
Preparation
Use the Explorer checklist to see what buyers will request and identify gaps early. When you are ready to assemble the process, Prepared adds a secure virtual data room and complete deal profile tools.
- 12-item document readiness checklist
- Have, missing, and in-progress status tracking
- Information for each document category
- Virtual data room and deal profile in Prepared
Marketing Materials
Turn your preparation into a market-ready story. Prepared provides tools to create a polished Confidential Information Memorandum, an anonymous teaser, and a normalized EBITDA view before materials are shared.
- AI-generated CIM from your business data
- Anonymous teaser for initial outreach
- Editable materials before distribution
- EBITDA normalization and recast tools
Buyer Identification and Outreach
Prepared provides research to identify the right buyer universe. In Market activates the live process and gives you a workspace for outreach, NDAs, and buyer activity.
- 12,000+ verified buyer organizations
- Buyer research and contact database in Prepared
- Outreach engine and pipeline in In Market
- NDA management and advisor collaboration in In Market
Offers and Diligence
In Market organizes offers and provides an AI negotiation workspace as you evaluate terms. Close adds a Dedicated Deal Coach and tools for diligence, closing coordination, and post-close transition planning.
- IOI and LOI tracking with AI negotiation tools in In Market
- Side-by-side offer comparison in In Market
- Dedicated Deal Coach through the Close stage
- Due diligence Q&A, purchase-agreement workflow, closing checklist, and post-close transition plan in Close
Platform features
Valuation Estimate
Know your number, low, base, and high, based on your industry, revenue, and EBITDA. Understand what your business is worth before anyone else does.
Buyer Universe Preview
See buyer categories for businesses like yours, including PE firms, strategic buyers, family offices, and search funds, filtered for your industry and size.
Market-Ready Preparation
Use full education modules, EBITDA normalization, a secure data room, and AI-generated marketing materials to prepare for a credible buyer process.
Run and Complete the Process
Use workspaces for buyer outreach, NDAs, offers, diligence, and closing tasks. Close includes a Dedicated Deal Coach and post-close transition planning.