Spend the mandate on the deal, not the document chase.
Navaris prepares the company before the process starts. Their numbers, documents and history assemble from the systems they already run — so you reach diligence with evidence rather than a list of things to request.
- Readiness scored from their evidence, not from a questionnaire
- Gaps surfaced months early, while they are still cheap to fix
- A data room and a business record that stay current on their own
- Every mandate in one view, so you know where your time is worth most
Live mandates
Readiness, updated dailyArden Precision
IM out to buyers
Caldera Foods
Vendor diligence
Northvale Software
Preparation
Kestrel Analytics
Series B preparation
Halden Industrial
Early engagement
5 live mandates · 3 with gaps worth closing before the process
Find the problems while they are still cheap
Every advisor knows the pattern: the deck says one thing, the ledger says another, and the buyer's advisor is the one who notices. Navaris reads both and reconciles them during preparation, months before anyone is discounting for it.
- Numbers checked against the source system, not against the last version of the model
- Diligence blockers surfaced in preparation, not at week six of a process
- Readiness scored against what an acquirer or a lead investor actually underwrites
Found in preparation
3 openARR in the deck differs from the ledger
£5.4m in the model, £5.2m in billing. Found in preparation rather than in diligence.
Checked: Stripe against the financial model
Two contractor IP assignments unsigned
From the 2025 build. The first thing an acquirer’s lawyer checks, and an afternoon to fix now.
Checked: Contracts folder against the payroll and supplier ledger
Cap table has drifted from Companies House
One allotment unrecorded. Cheap to reconcile today, a signing delay if found later.
Checked: Cap table against Companies House filings
Readiness, scored
Financial track record, quality of earnings, management depth, customer concentration, data room and equity story — each from evidence.
Consistency checks
The model against the ledger, the cap table against Companies House, the contracts against the revenue they are meant to support.
Time to fix
An unsigned IP assignment is an afternoon in preparation and a signing delay in diligence. Navaris finds it in the first week.
Value protected
Fewer surprises mid-process means fewer re-trades, and a cleaner run at the multiple the business deserves.
Hand over the record a buyer's advisors will ask for
Navaris connects to the company's ledger, banking, billing, CRM, HR and Companies House, and builds one chronological record of what happened. Because every event names the system it came from, it stands up to examination rather than reading as management recollection.
- A data room built from linked documents and kept current, not assembled in week one
- Every figure carries its source, so a diligence answer takes minutes
- The trading history behind the information memorandum, already written down
Business events
Largest deal ever closed won — £124k
HubSpotDerived from: Deal amount ranked against all closed-won history
Price increase applied across 214 subscriptions
StripeDerived from: £1.34m annualised, with no cancellations attributable to the change
Charge registered (MR01) — facility amendment
Companies HouseDerived from: Filing registered within the 21-day statutory window
Every event names the system it came from. Management judgement is marked as such.
Data room
Built from the documents already linked, and current at every stage of the process.
Cap table
Reconciled to Companies House filings, with drift flagged the week it happens.
Diligence answers
Questions answered from the company’s own record, with the source attached to each figure.
Management information
Accounts, KPI packs and board papers generated from the ledger while the process runs.
See every mandate in one view
Preparation work is invisible until it goes wrong. Navaris shows readiness across every engagement, so you know which client needs a director's attention this week and which is ready to go to market.
Readiness across engagements
One score per mandate, built from the same evidence for every client, so they can be compared rather than described.
Where a director is needed
The gaps that need judgement rather than chasing, ranked by what they will cost if they reach diligence.
More mandates per director
The preparation grind is what limits how many engagements a team can carry well. Removing it is what lets you carry more.
And the client keeps it current without being asked
A preparation checklist goes stale the moment the founder loses interest. Navaris earns its place with the company by doing work they already owe — board packs, management accounts, lender reporting — so the record you rely on stays current between your conversations.
Useful before the process
Eight areas of the business with guided next steps, so it is worth having long before a mandate begins.
Useful during it
Reporting continues while the process runs, so the business does not go dark for six months.
Useful afterwards
The record carries into the new owner’s reporting, which is often how the relationship continues.
Honest with you
Where the numbers do not support the story, Navaris says so — to the client and to you, early.
Your judgement is the part that matters. Navaris does not price the business, run the process or find the buyer. It removes the weeks of assembly that sit in front of that work, so the hours you bill are the ones only you can do.
Bring a live mandate to a walkthrough
Take one client you are preparing, and in 30 minutes we will show you what Navaris would surface about them in the first week.
Talk to us about your practice