ExitOS is the operating system purpose-built for sell-side M&A advisors. Manage mandates, track buyer pipelines, automate research, and close faster — without the administrative overhead.
Most M&A advisors run their practice on a combination of spreadsheets, email threads, and institutional memory. When a deal goes quiet, nobody notices until it's too late. When a buyer drops out, the context is buried in a sent folder.
ExitOS replaces all of that with a single, structured operating layer — so every mandate gets the same rigour, every time, regardless of how busy you are.
Structured client brief captures business fundamentals, goals, and exit timeline. No information lost between meetings.
AI-assisted Information Memorandum drafting from structured inputs. Consistent quality across every mandate.
Automated sector research surfaces active acquirers and PE buyers before the first outreach call.
Real-time view of every buyer at every stage. Alerts when things go quiet. A log that survives staff changes.
Document room management, buyer question tracking, and counterparty status in one place.
Structured deal close documentation for institutional knowledge and future reference.
AI agents monitor market signals, flag deal risks, and surface buyer opportunities — without you asking.
Whether you're running one mandate or five, the system scales with your practice — not the other way around.
Separate workspaces per mandate. No cross-contamination of sensitive deal information.
Every deal leaves a clean paper trail — position papers, buyer logs, negotiation records — ready for the next one.
ExitOS was built for advisors who believe that process excellence and client care are the same thing.