Investment · Sell-side
Security readiness for a fundraise or exit
Investors and buyers ask detailed security questions. I help you prepare for them: a review of your position as a buyer would see it, fixing red flags before the data room opens, and a security pack ready to share.
Who it is for
- Founders and executives preparing a funding round
- Shareholders preparing a sale
- Funds preparing the exit of a portfolio company
Typical situation
A funding round or sale process is planned in the coming months and you want to avoid a cyber issue slowing the deal or weighing on valuation.
What I do
A review from the buyer’s point of view, early enough to fix what matters.
Buyer’s-eye review
Assessing your security against the criteria a buy-side due diligence would use.
Red flags
Identifying what is likely to worry an investor or buyer, and what can be fixed before the deal.
Targeted remediation
A remediation plan that is realistic for the timetable and focused on what matters for the deal.
Security pack
Preparing the data room documents and answers to expected questions, or a vendor due diligence report.
Deliverables
- A readiness report, or a vendor due diligence report
- A list of red flags and a remediation plan
- The security documents for the data room
- Prepared answers to investor or buyer questions
Format and duration
- Format
- Fixed-fee, remote engagement, aligned with the deal timetable
- Indicative duration
- Depends on timetable and scope; set at scoping
- Fees
- Fixed fee, quoted on requestEstimate the budget for this service
Frequently asked questions
When should we start?
As early as possible before the data room opens: a few months leaves time to fix things; a few weeks only leaves time to document them.
How is this different from buy-side due diligence?
The method is the same, but the client is the seller. The aim is to reach the deal without surprises and with answers ready.
First call
In 30 minutes we can go through your timetable and what can still be fixed before the deal.