Agreeing to a deal and structuring one are different jobs. The first is a handshake; the second is a stack of decisions — what's the consideration, how is it paid, what's the earnout, what do the documents actually say — that most independent owners have never had to make. The deal-structuring workspace is the tool for that second job: it brings institutional-grade deal modeling and document generation to owners who don't have an investment bank on retainer.
§ 01 · Model the economicsDozens of factors, one structure.
The workspace models a transaction across dozens of deal factors — consideration, payment structure, earnouts and holdbacks, and the many sub-decisions underneath each. Change an assumption and the structure updates, so an owner can see how a longer earnout or a different cash-at-close changes the picture before committing to anything. The point is to make the trade-offs visible and adjustable rather than buried in a spreadsheet only the buyer can read.
§ 02 · Generate the documentsFrom structure to paper.
Once the structure is set, the workspace generates the documents that express it:
| Output | What it is |
|---|---|
| Letter of intent | The opening terms, on paper |
| Purchase agreement | The core transaction document |
| Valuation outputs | The numbers behind the offer |
| Supporting documents | Word, PDF, and spreadsheet exports |
These are working drafts — a strong, structured starting point that captures the modeled deal in standard document form. They are explicitly a tool for preparation, not a substitute for counsel: the right next step for any generated document is your own attorney and tax advisor, who turn a solid draft into an executed agreement.
§ 03 · In the browser, on Pro PlusWhere it lives.
The workspace runs entirely in the browser — the modeling, the document generation, and the built-in knowledge base all operate on your machine, which keeps a sensitive deal under construction close to you. It's the capability the Pro Plus tier adds on top of Pro: the step up for an owner or acquirer who has moved from browsing the marketplace to actively structuring a transaction. A free entry point lets you try the tooling before upgrading.
The gap most independent sellers fall into is between "we agreed" and "it's documented." A workspace that models the structure and drafts the paperwork closes that gap — then hands a clean draft to the advisors who finish it.
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Terminology on this shelf
- Deal-structuring workspace
- The browser-based M&A companion that models a transaction and generates its core documents.
- Deal factors
- The dozens of decisions — consideration, payment, earnouts, holdbacks — that define a deal's structure.
- Working draft
- A generated document meant as a starting point for your own counsel, not a substitute for advice.