exit-readiness-scorer

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

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