Sell-Side and Exit Readiness Agent
The Sell-Side and Exit Readiness Agent drafts teasers and information memoranda from company financials, management information and board materials. It runs exit-readiness and vendor due diligence checks to surface issues before buyers find them, then manages the buyer Q&A process with answers cited to the data room. Advisers review every document, and the seller makes every decision on the process and the deal.
Ideal forCorporate finance advisers
The difference
From 4-6 weeks to a first-draft information memorandum to 1-2 weeks
Your advisers and management spend their time on the equity story and buyer relationships rather than compiling documents.
Done by hand
4-6 weeks to a first-draft information memorandum
With the Vanine agent
1-2 weeks
Time returned to your team
70%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Fewer surprises in due diligence
Issues found late by buyers, such as unsigned contracts, B-BBEE ownership lock-ins or change-of-control clauses, cost value and time. Exit-readiness checks bring them forward, while there is still time to fix or disclose them.
A faster route to market
Drafting an information memorandum from scratch takes weeks of adviser and management time. The agent builds the first draft from your data, so the team refines the equity story instead of assembling facts.
Buyer Q&A that stays consistent
Across several bidders, answers can drift and undermine credibility. Every response is cited to the data room and logged, so each buyer receives consistent, evidenced information.
Capabilities
Take your business to market prepared, with every buyer answer backed by evidence.
Built for corporate finance and sell-side advisers, private equity deal and portfolio teams, and founders and boards of South African companies preparing for a sale or exit.
Teaser drafting
Drafts a no-names teaser from the company's financials and positioning, highlighting the investment case while protecting confidentiality.
Information memorandum drafting
Builds a structured information memorandum covering the business, market, operations, management, financial performance and growth plans, sourced from company data.
Exit-readiness review
Checks corporate records, material contracts, change-of-control and consent requirements, B-BBEE ownership arrangements and lock-ins, and SA tax and compliance positions.
Vendor due diligence support
Organises the data room against a vendor due diligence scope and flags missing, outdated or inconsistent documents for the VDD providers.
Buyer Q&A management
Drafts answers to buyer questions with citations to data room documents, tracks each bidder's questions and flags anything that needs management or adviser input.
Regulatory pathway mapping
Identifies whether a transaction may need Competition Commission merger notification, likely public interest themes such as employment and ownership, and whether Takeover Regulation Panel rules may apply, for advisers to confirm.
How it works
From your systems to a result you sign off
Advisers review every document and answer before release, and the seller decides on the process, bidders and deal terms.
Connect the places your company information already live.
Company financials from your ERP, management accounts, board packs and the virtual data room. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Virtual data rooms
- SAP, Sage, Syspro, Dynamics 365, Xero
Runs on request in Teams, Copilot Studio or OpenAI Frontier, using the models your organisation approves.
Draft teasers and information memoranda in Word, an exit-readiness report and a buyer Q&A log with cited answers.
Step by step
- 01
The mandate starts and company information is loaded to the data room.
- 02
The agent runs the exit-readiness review and flags issues to resolve or disclose.
- 03
It drafts the teaser and information memorandum from company data.
- 04
Advisers and management review and approve the documents for release.
- 05
During the process, it drafts cited answers to buyer questions for adviser approval.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"What will buyers find in due diligence?"
- company
- Logistics group
- process
- Competitive sale
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your company information never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your company information stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your company information. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR COMPANY INFORMATION NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
