Exit Readiness

Maximized Valuation through Contract Readiness

DealTracer is your Clean-Up Agent for liquidity events. Use Guided Historical Ingestion to process legacy emails and documents, ensuring 100% metadata accuracy and deduplication before the buyer's due diligence team arrives.

Book Your Exit Readiness Audit

Last-Minute Surprises Kill Deals

During buyer due diligence, hidden contracts, missing renewal dates, and undisclosed obligations surface at the worst possible moment-threatening valuation, delaying closing, or killing the deal entirely.

Hidden Renewals

Contracts with auto-renewal clauses buried in email archives that trigger during due diligence, creating unexpected liabilities.

Missing Contracts

Critical agreements stored in individual inboxes or sent as email attachments that never made it into your data room.

Expiration Dates

Key contract expiration dates hidden in legacy documents that buyers discover, questioning business continuity and valuation.

Guided Historical Ingestion: Your Clean-Up Agent

DealTracer's Guided Historical Ingestion processes your entire email archive and document repository before buyers arrive. We ensure 100% metadata accuracy, complete deduplication, and comprehensive contract discovery-so nothing surprises you or the buyer during due diligence.

Complete Contract Discovery

Our email ingestion scans entire email archives-inboxes, sent folders, and attachments-to find every contract, including those that never made it into your data room. No contract is left behind.

Complete email archive scanning
Historical contract discovery from years of email
Automatic contract detection and classification
Comprehensive contract inventory-nothing missed

100% Metadata Accuracy

Our guided process ensures every contract is properly catalogued with accurate metadata, dates, and values. Advanced deduplication eliminates duplicate documents, ensuring a clean, professional data room.

Automated extraction of all contract dates
Contract value extraction (TCV, ARR, payment terms)
Intelligent deduplication across all sources
Clean, organized data room ready for buyer review

Every Renewal and Expiration

DealTracer automatically extracts every contract date-effective dates, expiration dates, renewal dates, and termination dates-from your entire archive. Know exactly what's expiring, when renewals trigger, and which contracts need attention.

Automated renewal and expiration tracking
Key dates dashboard showing all critical milestones
Risk assessment based on date proximity
Executive-ready reports highlighting deal-critical dates

Financial Reconciliation

Extract contract values (TCV, ARR, payment terms) and reconcile with financial statements. Ensure all material contracts are properly reflected in the books and ready for buyer financial due diligence.

Contract value extraction (TCV, ARR, payment terms)
Financial reconciliation with accounting records
Revenue recognition validation
Material contract identification and valuation

Exit Readiness Capabilities

Change of Control Detection

Automatically identify contracts containing Change of Control (CoC) provisions, material adverse change clauses, and transfer restrictions.

CoC trigger identification and risk scoring
Material adverse change clause detection
Transfer provision extraction and classification

Contract Values & Reconciliation

Extract contract values and reconcile with financial statements. Ensure all material contracts are properly reflected in the books.

Contract value extraction (TCV, ARR, payment terms)
Financial reconciliation with accounting records
Revenue recognition validation

Confidential & Secure

Data Residency

Bring Your Own LLM (BYOLLM) for complete data control and compliance with jurisdictional requirements.

Confidentiality

Enterprise-grade encryption, access controls, and NDAs. Your exit preparation data remains confidential.

Audit & Compliance

Complete audit trails, hosted on AWS (SOC 2 Type II compliant), and support for regulatory requirements.

Book Your Exit Readiness Audit

Speak with our Exit Support team about preparing your contracts for a successful liquidity event.