Company sale
Run a sale process
like a bank would.
Information pack after NDA, more after an indicative offer, the full room after LOI. Every buyer at a stage gets identical facts, every answer is shared fairly, and every release is on the record.
The process
Stage by stage,
on your clock.
- 01
Information
After NDA: process letter, information pack, release schedule and supplementary documents.
- 02
Selection
After an indicative offer: fuller capitalisation, approval mechanics, anonymised per-customer revenue.
- 03
Confirmatory
After LOI: constitutional documents, contracts, financial statements, people and IP.
The information pack
Written from your numbers,
checked before it ships.
Generate each section from your exports and trackers, with every figure sourced. Banned terms keep other bidders, strategic investors and codenames out of every document.
- Compiled pack with contents, per stage
- Revisions that change only what you ask
- Figures signed off by the people who own them
Fair process
Answer one buyer,
inform them all.
When one buyer's question matters to everyone, publish your answer as a supplementary document to every buyer at that stage. The asker is never identified, and the register records who received it.
What approval threshold applies to a sale, and is there a drag-along?
Shareholder approval threshold and drag-along mechanics
The asker is never identified.
Built for sell-side
The details
that protect value.
- Release schedule
- Tell every buyer what unlocks at each stage, generated from your stages.
- Buyer milestones
- NDA, management call, indicative offer, LOI and signed, tracked per buyer.
- Cover notes per buyer
- Draft a tailored note that may only use facts released to that buyer.
- Disclosure register
- What every buyer has, and has read, ready for your lawyers.
- Banned terms
- Keep other bidders and sensitive names out of every document.
- Confirmatory room
- Open the full room to the buyer who signs the LOI, and only them.
Questions
Asked often.
Do I need a banker to use this?+
No. RoundRoom gives founders running their own process the structure a bank would bring. If you have advisers, they can work in the same workspace.
Can buyers see each other?+
No. Each buyer sees only their own access, and supplementary documents never identify who asked.
What about whole-company versus carve-out?+
Both are supported. A carve-out adds perimeter, retained IP and transitional services to the checklist.
Keep exploring