For founders and owners
Selling, raising or buying, with your business still to run
Most owners do one large deal in their working life, and they do it while the business still needs them every day. A buyer or investor will ask for years of records, often within a few weeks. Synerger keeps the deal in one place so you can answer them without losing track of the business.
Where you might be
Situations we see often.
Four moments when a deal stops being an idea and starts asking for documents, decisions and time.
- A buyer has made an approachA larger competitor has asked for a meeting and wants to see numbers. You need to know what to share now, what to hold back until there is an NDA and a letter of intent, and what the business is worth before you talk price.
- You want to sell a minority stakeA Rajkot auto parts promoter wants capital for a new line without giving up control. The questions are how much to sell, what rights the investor gets in return, and how the shareholder agreement handles a later exit.
- You are raising a funding roundA Pune SaaS founder heading into a Series A faces a long diligence list on contracts, IP, payroll and compliance. Investors move faster when the documents are ready before the term sheet arrives.
- You are buying a competitorA Gujarat packaging maker buying a Maharashtra rival has to check the target's plants, customers and liabilities, then fold two teams together. The work does not stop at signing.
How Synerger helps
The platform and the advisers, where they fit.
- Get the house in order firstOur advisers help you tidy the accounts, contracts and statutory records a buyer will ask for, and prepare a valuation you can defend.
- Share documents with controlThe data room lets you open folders to each party separately, answer questions in one log and see who opened what.
- Use agreed templatesNDA, letter of intent, heads of terms and exclusivity templates give you a sensible starting draft for your lawyer to finish.
- Know which deal fitsFull sale, part exit, minority stake or fundraise each carry different tax and control trade-offs. The deal types guide sets them side by side.
Before you start
Questions worth answering early.
Most of them take some work to answer, and they are where an engagement usually begins.
5 questions · before the first meeting
- What would a buyer or investor say the business is worth, and on what method?
- Which customers, contracts or licences depend on you personally?
- Are the last three years of accounts, GST returns and statutory filings complete and reconciled?
- How much control are you willing to give up, and for how long will you stay on?
- Who on your side will answer diligence questions while the business keeps running?
Questions
From founders and owners
Do I need an adviser, or can I use only the platform?
Either works. Some owners run the deal with their own CA and lawyer and use Synerger to keep documents and tasks in order. Others ask our advisers to lead or support the process. You can start with one and add the other later.
Will buyers see my business listed somewhere?
No. Synerger is a private workspace for your deal. Only the people you invite can see anything, and you decide which folders each of them can open.
How long does a sale usually take?
It depends on the size of the business, how ready the records are and how many parties are involved. Preparation is the part you control, and an adviser can give you a dated plan for your case.
Free tool · Deal readiness score
Know where you stand before a buyer looks.
21 questions across the seven areas a buyer tests. You get a score out of 100, your strongest and weakest areas, the five actions that matter most before going to market and an indicative timeline.
Get your scoreAbout eight minutes · No sign up · Indicative
- Financial records20
- Legal and corporate15
- Tax15
- Contracts and customers15
- People10
- IT and data10
- Owner dependence15
Next step
Tell us where you are in the deal. We will show you how we would run it.
A thirty minute confidential call with an adviser. You leave with the steps, the documents you will need and where the risks usually sit.