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Guiding software founders through strategic exits,
from planning to close.

STRATEGY

We begin by understanding your company’s history, growth drivers, and your personal goals for an ideal exit. At Exit Foundry, we believe that alignment between founder objectives and deal structure is the foundation for a successful transaction.

  • Clarify what “success” looks like for you — full sale, partial exit, or long-term partnership

  • Analyze historical revenue trends, gross and EBITDA margins, and recurring revenue composition

  • Evaluate team structure and potential post-acquisition leadership roles

  • Understand competitive differentiation and customer retention metrics

This is where we define your story — not just numbers, but the narrative that will resonate with buyers.

PACKAGING

Once we understand your strategic positioning, we help you prepare for market. This means more than putting numbers in a deck — we develop professional materials that speak directly to the right buyers and reflect the full potential of your company.

  • Develop a data-backed Confidential Information Memorandum (CIM) that tells your story clearly

  • Create investor-facing summaries ("teasers") to attract initial interest while maintaining confidentiality

  • Organize revenue, customer, and segment data to highlight scalability and recurring value

  • Clarify EBITDA adjustments and capital expenditure history to justify future earnings potential

  • Structure the data room for smooth due diligence later in the process

At Exit Foundry, we ensure you're not just ready to talk to buyers — you're positioned to impress them.

TIME SAVER

With your materials in hand, we initiate a structured and confidential outreach process to identify the best-fit buyers. At Exit Foundry, we focus on quality over quantity — targeting buyers who understand your space and are prepared to pay for growth.

  • Craft a short list of strategic and financial acquirers aligned with your goals

  • Personally introduce your opportunity to relevant decision-makers, not interns

  • Manage the flow of teasers and NDAs to ensure confidentiality

  • Drive interest by positioning the opportunity’s unique growth levers

  • Track engagement and field initial questions to qualify serious buyers

We work behind the scenes to build competitive tension — and ensure you're talking only to serious, aligned buyers.

NEGOTATION

When buyer interest heats up, it’s time to shape the deal. At Exit Foundry, we guide founders through complex terms and help you evaluate more than just the top-line offer — so you know exactly what you’re signing.

  • Compare offers by valuation, structure, rollover equity, and earnouts

  • Review tax impacts, working capital expectations, and net proceeds

  • Negotiate non-competes, retention packages, and seller incentives

  • Assist with buyer Q&A, management presentations, and redlining the LOI

  • Maintain deal tension by controlling the flow of exclusivity and commitments

Smart negotiation isn’t about posturing — it’s about understanding leverage and making sure your priorities are protected.

DUE DILIGENCE

Once you sign the LOI, the due diligence clock starts ticking. This is where deals are won or lost — and where we roll up our sleeves. At Exit Foundry, we manage the process and keep you focused on running the business.

  • Build a secure data room with investor-ready documentation

  • Coordinate with legal, accounting, and quality of earnings (QoE) teams

  • Respond to buyer requests and diligence checklists efficiently

  • Clarify revenue recognition, customer concentration, and working capital calculations

  • Manage timelines to avoid surprises and keep momentum up

This is the most resource-intensive stage, but with proper prep, you stay in control. We’re here to protect your time, defend your value, and move things forward.

CLOSE

After diligence wraps and the final purchase agreement is drafted, it’s time to close. At Exit Foundry, we stay with you through the finish line — and beyond.

  • Review the final equity purchase agreement, including non-compete and earnout terms

  • Confirm working capital adjustments, rollover equity, and cash-free/debt-free mechanics

  • Coordinate wire instructions, cap table finalization, and closing docs

  • Support founder communication with employees, customers, and the board

  • Debrief post-close and support long-term planning or second-exit strategies

Closing is more than just signatures — it's about finishing strong and setting you up for what's next.

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