SellFunded - Secure Deal Management Platform

Use Case 1: Streamlining M&A Due Diligence for Founders

Problem: During an acquisition or merger, founders often struggle to securely share sensitive financial documents and legal contracts with multiple potential buyers. Using generic cloud storage lacks the necessary security, audit trails, and granular control needed for high-stakes M&A.
Solution: SellFunded’s "Secure Vault" provides a specialized virtual data room with granular access controls. Founders can see exactly who viewed which document and when, ensuring that proprietary information is only accessed by authorized parties.
Example: A SaaS founder in "Exit Mode" uploads their intellectual property documents and tax returns to the Secure Vault. They grant the lead investor's legal team "view-only" access and receive an automated notification the moment the investor opens the sensitive "Customer Concentration" report.

Use Case 2: Monitoring Business Broker Accountability

Problem: Startups often hire third-party brokers to find buyers, but it is notoriously difficult to verify if a broker is actually doing the work they promised. Founders frequently lack visibility into the broker's outreach volume and the quality of leads being generated.
Solution: The "Broker Compliance Engine" tracks broker interactions and contractual obligations automatically. It provides a performance dashboard that visualizes whether brokers are meeting their outreach quotas and activity targets.
Example: A founder hires an investment bank to sell their company with a contract requiring 40 new outreach contacts per week. Through the SellFunded dashboard, the founder sees the broker has only reached 47% of their quota, allowing the founder to have an objective, data-driven conversation about performance.

Use Case 3: Comparing Multiple Acquisition Offers

Problem: When a founder receives multiple term sheets, the "headline price" can be misleading. Different liquidation preferences, earn-outs, and equity structures make it difficult to visualize the actual "walk-away" cash for the founders and employees.
Solution: The "Deal Simulator" allows founders to model various exit scenarios by layering potential term sheets over their existing Cap Table. This visualizes the impact of different valuations and terms on every stakeholder.
Example: A founder receives two offers: one for $20M with a 2x liquidation preference and another for $18M with no preference. They plug both into the Deal Simulator, which reveals that the $18M offer actually results in a higher payout for the common shareholders (the employees).

Use Case 4: Maintaining a "Single Source of Truth" for Equity

Problem: As startups grow from "Growth Mode" to "Exit Mode," their cap tables often become a "spreadsheet chaos" of manual entries, option grants, and convertible notes. This leads to errors that can derail a legal audit during a sale.
Solution: SellFunded provides a centralized Cap Table management tool that serves as the single source of truth for all equity. It integrates directly with the deal management suite to ensure equity data is ready for investor review at any moment.
Example: A developer-turned-founder uses SellFunded to import their initial cap table. When they hire their first 10 employees, they manage the option pool within the platform. When a buyer asks for the current ownership structure during a flash-due-diligence request, the founder exports a clean, verified report in seconds.

Use Case 5: Managing the Investor Pipeline for Late-Stage Fundraising

Problem: Managing relationships with dozens of Venture Capital (VC) and Private Equity (PE) firms is a full-time job. Founders often lose track of which investor is at what stage of the funnel, leading to missed follow-ups and lost deal momentum.
Solution: The "Investor CRM" provides a unified view of the investor pipeline. It allows founders to track stages (e.g., "Intro," "Deep Dive," "Term Sheet") and ensures all communications and documents shared with specific investors are logged in one place.
Example: A startup preparing for a Series B round uses the CRM to track 50 potential investors. The founder uses the "Intelligence View" to identify which VCs have been most active in the data room, allowing them to prioritize follow-up calls with the most engaged leads.