Investment houseRUB 300m – 5bn
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Transactions & PortfolioTransactionsOwn portfolio
PROJECT PHOENIX · illustrative data

Client portal

You see the work in real time: stage status, completed documents, who received the asset and what they replied.

Progress

Stage 5 of 7. First offers are expected by day 45 from the start of work.

Four weeks of seven completed

1

Documents and site visit done

17 documents received. Equipment schedule prepared.
2

Valuation done

Valuation report delivered. Value range established.
3

Teaser done

No-names description approved with you.
4

Memorandum, model, data room done

Data room opened, access granted name by name.
5

Buyer list in progress

34 companies selected, financial review completed on 12 of them.
6

Targeted outreach ahead

Teaser distribution and NDA collection.
7

First offers ahead

Site visits, meetings, offer comparison table.
34
buyers on the list
4
documents completed
0
NDAs signed
45 d.
to first offers
WHAT WE NEED FROM YOU

Two documents to complete stage 5

The equipment schedule with values and current-year data — a trial balance or a management spreadsheet. The buyer list closes together with them.