Exit Readiness Scorer

Overview

The Exit Readiness Scorer skill assesses portfolio company preparedness for exit across financial, operational, and governance dimensions. It identifies gaps and provides actionable recommendations to improve exit outcomes.

Capabilities

Readiness Assessment

Evaluate financial readiness
Assess operational maturity
Review governance and compliance
Score data room preparedness

Dimension Scoring

Score each readiness dimension
Weight by exit type relevance
Calculate composite scores
Benchmark against standards

Gap Identification

Identify readiness gaps
Prioritize remediation items
Estimate remediation timelines
Track improvement progress

Exit Type Suitability

Assess IPO readiness
Evaluate M&A preparedness
Consider secondary options
Recommend exit path

Usage

Assess Exit Readiness

Input: Company data, assessment criteria
Process: Evaluate across dimensions
Output: Readiness scorecard, gaps

Score by Exit Type

Input: Company profile, exit scenarios
Process: Assess fit for each path
Output: Exit type suitability matrix

Create Remediation Plan

Input: Readiness gaps, timeline
Process: Prioritize improvements
Output: Remediation roadmap

Track Progress

Input: Remediation activities
Process: Update scores, track completion
Output: Progress report, updated scores

Assessment Dimensions

| Dimension | Key Criteria | |-----------|--------------| | Financial | Audit quality, reporting, controls | | Operational | Processes, scalability, team | | Governance | Board, policies, compliance | | Legal | IP clean, contracts, structure | | Market | Position, metrics, story |

Integration Points

Exit Readiness Assessment Process: Core scoring
Portfolio Dashboard Builder: Readiness views
Exit Planner (Agent): Support planning
Buyer Universe Builder: Match to buyer needs

Scoring Scale

| Score | Readiness Level | |-------|-----------------| | 1 | Not Ready - Major gaps | | 2 | Early Stage - Significant work needed | | 3 | Developing - Some gaps remain | | 4 | Ready - Minor improvements needed | | 5 | Fully Ready - Exit-ready now |

Best Practices

Assess readiness early, not just at exit
Use exit-type-specific criteria
Prioritize gaps by impact and effort
Track progress consistently
Adjust assessment as company evolves