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An advisor needs to prepare a fictional client before going to
market.

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A new business listing prepares its linked data room
automatically.

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Open that room for listing work.

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If preparation starts without a listing, open Data Room, Create
data room and Standalone room.

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This keeps early preparation separate from a public listing.

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The standalone form requires a room name.

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Use a project codename when the engagement is private.

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Add a description and the available industry, country and
business-type context; these help tailor document requirements.

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Check the workspace and business before Create data room.

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The room shown here was created earlier for fictional training.

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Open Documents and Upload.

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Check the destination folder and select the original evidence; the
example contains a fictional brief.

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The form supports documents or a photo of a paper, up to the
displayed file-size limit.

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After upload, inspect classification, review status and
visibility.

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A generated summary does not replace original evidence.

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Open Exit Readiness and Overview.

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The fictional snapshot shows eight out of one hundred and critical
missing evidence.

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Read the next best actions, such as bank statements and
incorporation records, instead of relying on the headline score
alone.

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Exit readiness measures document preparation; it is not a
valuation or a promise of sale.

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Open Checklist and review each requirement by workstream and
reporting period.

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Prioritise critical items and use Assign or Request document to
identify who provides the missing evidence.

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Check the recipient and deadline before sending a request.

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Return to the checklist after review; uploading any file does not
necessarily satisfy the required item.

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The organiser reviews Manage access, the person’s side and the
documents they may receive.

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Buyer and co-broker invitations can still require NDA, identity
checks and approval.

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Check which documents are released into each deal before sharing:
room membership and document release are separate.

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In Exit Readiness, open Issues and approval.

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This example still has nineteen critical documents missing or
unverified.

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Resolve the evidence gaps before the readiness review.

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A person on your team approves Market Ready.

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AI can recommend it, but never declares it.