Xito Capital · For owners preparing to sell

Have your data room ready before the first buyer asks.

Data Room Index Kit: $49 CAD. Instant download.
Get the Data Room Index Kit →
Built by an M&A advisor. Secure checkout by Stripe.

What is inside

  • Index of 65 documents in 12 numbered folders, each with a release tier, status, date and notes.
  • Staged release plan. Decide what a buyer sees at NDA, after a signed letter of intent and at confirmatory diligence.
  • Progress tracker showing percent ready by folder.
  • Buyer Q&A log to keep answers consistent across buyers.
  • Folder scripts for Windows and Mac that create the 12 folders in seconds.
$49 one-time

Buy Now →

Pricing in CAD · Switch to USD

Who it is for

Owners getting ready to sell

Be able to respond in days, not weeks, when a buyer asks.

Advisors and brokers

A repeatable index you can reuse for each client.

Questions

Does it include a virtual data room?

No. It works with Google Drive, Dropbox, SharePoint or any virtual data room provider.

What goes in the tiers?

Tier 1 for buyers who signed an NDA, tier 2 after a signed letter of intent, tier 3 only at confirmatory diligence. Ask your lawyer to confirm what to release and when.

How do I receive it?

Right after payment you are taken to a download page. Stripe also emails a receipt.

Educational tool

Not legal, tax or accounting advice. Ask your accountant and lawyer to review your use of it.