Exit Readiness Diagnostic
Exit Readiness Diagnostic helps the founder or programme team assess exit. Within Exit, M&A & Strategic Options, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.
Establish a clear baseline and decision score for Exit Readiness Diagnostic. The objective is to remove ambiguity around exit, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.
Bertie or a programme manager assigns Exit Readiness Diagnostic when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.
company status; financials; customer contracts; IP/product assets; strategic objectives; specific context for exit.
The founder systematically compiles all foundational venture documentation, including cap tables, financial models, IP registers, customer contracts, and governance records. They assemble these materials into a preliminary audit folder to establish a single source of truth for the exit evaluation.
ObjectiveCompleting this action consolidates all baseline operational, legal, and financial documentation required for an exit assessment into one accessible location. It creates the factual foundation for the Exit Readiness Diagnostic, ensuring subsequent scoring is based on complete documentation rather than selective memory.
What's expectedThe founder must present an organised audit repository containing up-to-date cap tables, management accounts, key commercial contracts, and an IP ownership log. Any missing documentation must be explicitly flagged with a target resolution date.
Open action arrow_forwardConsultant stress-test · 5 questions- 1.What critical legal or financial documentation is currently missing from this repository, and why has it not been executed?
- 2.How confident are you that your cap table accurately reflects all historical options, warrants, and convertible notes without discrepancies?
- 3.Which commercial contracts contain change-of-control clauses that could jeopardise an acquisition if triggered?
- 4.What evidence proves that all proprietary intellectual property is fully assigned to the legal entity without founder encumbrance?
- 5.How do your current management accounts reconcile with audited filings over the last eighteen months?
- A data-room asset titled Exit Readiness Diagnostic
- A diagnostic score, interpretation of the strongest and weakest signals, and a short list of priority interventions
- It should update the venture DNA with specific evidence or decisions about exit, create a visible milestone in the founder journey, and generate one or more recommended next tasks
Bertie co-pilot analyses strategic options, maps acquirers or licensing paths, identifies diligence gaps and recommends preparation or closure actions. For this task, it should focus on exit, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.
A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.