Exit-Prep Automation
An exit-prep package — automated data room construction from the portco's existing systems, investor-deck assembly with portco metrics auto-populated, comparable-transaction analysis against current-market multiples, buyer-pool intelligence for the strategic and financial pools.
- Engagement
- 4–8 week sprint per exit · ongoing data room maintenance
- Built for
- GP principals · IR teams · Operating partners
Exit prep is months of work compressed into the window between decision and process launch — data rooms assembled, decks built, comparable-transaction analyses pulled together, buyer lists refined. The IR team and the operating partners burn weeks on it; the prep quality varies by whoever pulled which thread together.
What this is
A productized engagement that takes the months of exit prep and compresses the assembly half — the parts that are data and document work, not judgment work — into a four-to-eight-week sprint. Three layers:
- Data-room construction. Pulls portco documents from existing systems (file shares, contract management, ERP) into a deal-team-friendly structure, with documented versioning so the process refresh doesn't lose history.
- Deck assembly. Template-driven investor deck with portco metrics auto-populated. The IR team writes the strategic narrative; the data layer that supports it stays current as the window approaches.
- Comparable-transaction and buyer-pool intelligence. Refreshed views of strategic and financial buyer pools, anchored to current market multiples. Sourced from the same infrastructure that powers the Deal-Sourcing Engine.
How it's built
Document-pipeline layer for data-room assembly (pulling from SharePoint, Notion, Box, file shares), template-driven deck generation (python-pptx-class for PowerPoint, or your firm's preferred slide-authoring tool), comparable-transaction analysis on the same data infrastructure used elsewhere in the suite. Buyer-pool intelligence runs against the deal-sourcing graph.
What you get
- The structured data room assembled from portco source systems.
- The investor deck with auto-populated metric pages.
- The comparable-transaction analysis and buyer-pool intelligence packages.
- A working session with the IR team to walk the package before process launch.
- Ongoing refresh as the exit window evolves.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- 4–8 week sprint per exit · ongoing data room maintenance
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
- Same suite · Private Equity Suite
Portfolio Intelligence Platform
A unified portfolio platform: ETL pipelines from each portco system (Excel, QuickBooks, NetSuite, Sage, Stripe) plus third-party data (Preqin, Bloomberg), normalized to a single schema, exposed through cross-portco dashboards with covenant tracking and liquidity alerts.
- Same suite · Private Equity Suite
LP Reporting Engine
An automated reporting pipeline — calculates IRR / MOIC / DPI / TVPI per vehicle, generates per-LP report PDFs in each LP's preferred format, populates LP portals via API where available, produces ILPA-template-compliant ESG reports, and exports K-1 / 1099 XML for the year-end tax cycle.
What buyers ask about this one.
We use SmartRoom for data rooms. Does this replace it?
No — it feeds it. SmartRoom is excellent at hosting and access management. This product handles the work upstream of the data room: pulling the documents together from the portco's systems, structuring them by deal-team-friendly category, refreshing them through the process. SmartRoom (or any data-room platform) hosts what we assemble.
What's in the investor deck assembly?
Template-driven deck with the portco metrics auto-populated from the Portfolio Intelligence Platform — growth, margin, cash flow, customer cohort trends, churn, sector benchmarks. The narrative and the strategic positioning stay with the IR team; the data layer that supports them stays current automatically as the exit window approaches.
How is the buyer-pool intelligence built?
For each exit, a refreshed view of the strategic pool (acquirers that have made comparable transactions, recent M&A activity in adjacent sectors) and the financial pool (PE funds with mandates that match the portco's profile, recent fund vintages with deployable capital, historical deal sizes that match the EBITDA range). Sourced from the same data infrastructure the Deal-Sourcing Engine runs on.
Does this work for any exit type?
Strategic sale and secondary buyout are the strongest use cases. IPO prep is partial — the data-room and metric-assembly layers work the same way, but the regulatory and underwriter-management work is outside the scope. We're upfront about that.
Pricing?
Per exit, scoped to portco complexity and the depth of buyer-pool intelligence required. Discovery call covers both.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026