One workspace per client. A structured path from preparation to close. Buyer-Ready Score updated daily. Your firm's brand on everything.
Score each client, work the 9-module diligence questionnaire, and track their readiness quarter over quarter, until they're ready to go to market.
When a client reaches Active Marketing, Fidelis Close activates. AI-generated Quality of Earnings, valuation, CIM, and a secure buyer data room with NDA signing. No separate tool, no additional setup.
Focus items, score breakdown, document room, and checklist. The full exit preparation workflow in a single workspace per client.
Most advisors run exits across spreadsheets, email threads, and gut feel. Fidelis replaces all of that.
Most engagements die a slow death of scattered files. NDAs in inboxes, P&Ls in three different Drives, the one tax return only the bookkeeper can find. Fidelis gives every engagement one data room, permission-gated, with an audit log on every view and download. When a buyer is ready, the room is already there.
When a client reaches Active Marketing, Fidelis Close unlocks. AI-generated Quality of Earnings, valuation reports, CIM generation, and secure buyer data rooms with NDA signing.
Your whole team is included. Free to set up. Your first charge happens when your firm goes live.
Built for solo advisors and small firms. Full questionnaire engine, deal-readiness scoring, and private data room per engagement.
Everything in Starter plus full white-label, unlimited custom templates, and branded buyer-facing data rooms.
Need the full deal suite? Add Fidelis Close for $5,000 per engagement. Activates when you take a client to market.