APPROACH
HOW IT WORKS.
Five phases on one platform. Stef leads, the engine of The Exit Company runs with it. Nothing is forgotten, nothing is left lying.
ONE TRACK.
Five phases. Every deal takes the same route.
INTAKE
You and your company go in once. Product, customers, team and numbers. Every next step reads from the same file.
PREPARATION
ARR, churn and retention from your own systems. Valuation, memorandum and teaser. AI writes the first version, Stef rewrites and signs off.
BUYERS
Software companies, investors and software groups. Found in the buyer database, approached in rounds, followed up until there is an answer.
STRUCTURING
Bids side by side. Terms negotiated with every document in one place.
DD AND CLOSING
Code, IP, data and contracts in one data room. Questions answered with the source beside them. Until the money is paid.
THE PLATFORM
WHAT IT DOES.
Built for one job: running sell-side deals, from the first conversation to the last signature.
| M&A 1.0 | M&A 2.0 | |
|---|---|---|
| MEMORANDUM | Written from scratch for every deal. | A first draft from the intake. A person checks every line. |
| BUYERS | A list from memory and old spreadsheets. | A matched buyer list from your profile. |
| DATA ROOM | Folders shared by link. | Access per buyer. Every document watermarked. Every view logged. |
| QUESTIONS | Answered by hand, one by one. | Answers drafted from the documents, with the source next to them. |
| DOCUMENTS | Renamed and sorted by hand. | Sorted on upload and checked for personal data. |
| ONE RECORD | Spread over inboxes and laptops. | Everything about a deal in one place. Not in someone's inbox. |
DUE DILIGENCE
THE DATA ROOM.
In SaaS a buyer looks deeper than the annual accounts. This is ready before the first buyer comes in. Open a folder.
/finance4
- annual accounts and forecast
- ARR and MRR per month
- churn and retention per cohort
- revenue per customer
/customers4
- customer contracts and terms
- SLAs
- largest customers
- cancellations in the last year
/product4
- architecture and hosting
- roadmap
- security and backups
- incidents
/code-and-ip4
- ownership of the code
- developer contracts
- open source licences
- brand and domains
/data4
- data processing agreements
- record of processing
- access rights
- breaches and notifications
/team4
- org chart
- employment contracts
- key people
- options and equity
AI WRITES. PEOPLE DECIDE.
Nothing goes out unread.
Every number has a source.
Every document has a watermark.
Stef signs. Not the software.
WHY
SYSTEMS, NOT HEROES.
Most firms keep their knowledge in a few heads. When one leaves, the knowledge leaves too.
We put that knowledge in the platform. Every SaaS deal starts with everything we already know.