Capital OS / Packages
Package LBO / buyout
From price to closing, structure the financing of your acquisition and produce the transfer documents.
7 steps
The journey — LBO / buyout
Buyers and companies acquiring a business or a going concern.
€97
- 1
Valuation
IncludedOutput: The value of the shares or the business, with comparable sales.
Passed on to the next step: The purchase price.
- 2
Financing plan
IncludedOutput: The equity, debt, honour loan and vendor loan structure, plus funders.
Passed on to the next step: The financing structure and the vendor loan.
- 3
Letter of intent
IncludedOutput: The purchase offer with exclusivity and conditions.
Passed on to the next step: The price, timetable and conditions precedent.
- 4
- 5
Share purchase agreement and warranty
IncludedOutput: The SPA and the representations and warranties.
Passed on to the next step: The final terms of the sale.
- 6
- 7
Debt documents
IncludedOutput: Bond agreement, share pledge, subordination agreement (mezzanine or unitranche).
The whole file, not just the document
In Capital OS
Data is never re-entered from one tool to the next.
Every document uses the same deal terms.
The data room builds itself automatically.
Compare the packages
| Step | Fundraising | LBO / buyout | Crowdfunding |
|---|---|---|---|
| 01 | Valuation Included | Valuation Included | Choice of format Included |
| 02 | Dilution Included | Financing plan Included | Amount and valuation Included |
| 03 | Capitalisation table Included | Letter of intent Included | Dilution Included |
| 04 | Vesting Included | Non-disclosure agreement Included | Platform file Included |
| 05 | Term sheet Included | Share purchase agreement and warranty Included | Campaign tracking Included |
| 06 | Shareholders' agreement Included | Transfer deed and share transfer order Included | — |
| 07 | Meeting minutes and subscription forms Included | Debt documents Included | — |
| Price | €97 | €97 | €97 |
Frequently asked questions
Can I use the tools separately?
Yes. Every calculator is free and available without an account. A package chains the steps in order and unlocks the documents for your transaction.
Is my data kept? Pending review
Calculations run without an account. With a package, your file is kept in your Capital OS workspace: each step picks up the data from the previous one, with no re-entry.
What is the legal value of the documents?
They are pre-drafted templates under French law, filled in with the terms of your transaction. Missing items are flagged. Have them reviewed by your lawyer before signing anything.
Which document formats are available?
Word, so you can edit them with your advisers, and PDF.
Is support included? Pending review
A Capital OS adviser can call you back to help prepare your file and point you to the right funders.
How does the crowdfunding package work? Pending review
It is being prepared: choice of format (equity, bonds, royalties), amount, dilution and the file for the platform. Its rules and content are being finalised.