Sell-Side Diligence Infrastructure

What founders think is ready.
What buyers actually see.

Collie OpEx builds institutional-grade diligence infrastructure on the founder's side of the table — before institutional scrutiny begins.

Get Your Readiness Map See How It Works
67
unresolved gaps across 9 institutional pillars
154
artifacts tracked across 9 pillars
<1
weeks from document chaos to live dashboard
COLLIEOPEX Deal Readiness Dashboard
Deal Readiness Progress
11.7%
154
Artifacts
102
Gaps
18
Verified
High Risk Missing Artifacts
Cap Table (Fully Diluted)02. Cap & Securities
83(b) Election Confirmation02. Cap & Securities
Operating Agreement (LLC)01. Corp & Governance
IP Assignment Agreement07. Intellectual Property
Certificate of Good Standing01. Corp & Governance
Responsibility Matrix · Activity Feed · Checklist
Live · Auto-updating
Why We Built This

We watched a good company lose a good deal.

The CFO was doing everything he could. Spreadsheets. Folder structures. Manual tracking. The documents existed — somewhere. But when investors asked for specifics, the right file wasn't findable, the right signature wasn't confirmed, and the right number didn't reconcile across documents.

The investors didn't walk away because the business was bad. They walked away because the chaos eroded their confidence. The deal died from friction, not fundamentals.

Collie OpEx exists so that never happens to another founder. We build the infrastructure that effort alone can't replace.

"

The deal didn't die because of a bad product. It died because the right document wasn't findable at the right moment.

The founding insight behind Collie OpEx

The Engagement

One product.
One outcome.

From document chaos to a audit-ready, institution-grade data room, managed entirely on the founder's side of the table.

01

Ingest & Organize

AI-assisted ingestion classifies every document against our 9-pillar institutional framework. No manual sorting. No guesswork.

02

Gap Analysis

Two layers of analysis: existence gaps (what's missing) and consistency gaps (what's inconsistent across documents). Both surface in a live dashboard.

03

Remediate

Every gap is assigned to an owner via the Responsibility Matrix. The Activity Feed tracks every document submission, update, and resolution in real time.

04

Deliver

The shadow VDR, stress-tested, fully mapped, and gap-accounted, is ported to whatever platform the buyer or institution requires.

The Dashboard

Responsibility Matrix

Every gap assigned to an owner: External Counsel, Finance, HR, or Founder. No ambiguity about who fixes what.

Document Activity Feed

A live, timestamped record of every document submitted, reviewed, and verified. Chain of custody built in from day one.

Document Checklist Report

An exportable, shareable status report - what's been submitted, what's outstanding, severity-coded. Your proof of process.

Methodology

AI-accelerated.
Human-verified.

The AI handles ingestion, classification, and cross-document comparison at machine speed. Our team handles interpretation, judgment, and the findings that require institutional pattern recognition.

The result is more thorough than either alone — and faster than any manual process. We don't replace your attorney. We build the infrastructure your attorney needs to do their best work.

AI Does

  • Document ingestion & OCR
  • Pillar classification
  • Gap detection & flagging
  • Activity logging

Humans Verify

  • Institutional interpretation
  • Deal-killer severity judgment
  • Remediation strategy
  • Cross-document consistency
  • Final VDR sign-off

The Shadow VDR

We build your data room internally first, and stress-test it against our 106-artifact institutional checklist, close every gap, verify every consistency. Only then open it to a buyer's counsel. You go into diligence with a room that's already been reviewed by people paid to find problems.

For Referral Partners

We make your clients
easier to represent.

If you work with early-stage founders, you know the hours lost chasing documents that should already exist. Collie OpEx is the infrastructure layer that runs before your engagement starts, so when you come in, the hard work is already done.

Startup Attorneys

Your clients arrive with organized, classified, gap-identified document sets. Your billable hours go to legal strategy, not document archaeology.

Accelerators & Advisors

Your cohort companies close cleaner deals. We increase deal velocity and reduce the late-stage surprises that delay or kill transactions your portfolio companies have worked years for.

Fractional CFOs

We handle the document infrastructure you don't want to own. Your client gets a more complete advisory picture. You get a specialist partner for the diligence readiness work.

This is not a referral favor.
It's a better client experience.

When you refer a founder to Collie OpEx, you're not doing us a favor. You're ensuring your client shows up to their next meeting prepared and that your reputation with the VCs and buyers in your network stays intact.

We refer clients to attorneys we trust so the relationship is mutual

We work before your engagement starts and never across your scope

We share intelligence on what we're seeing across early-stage document patterns

Your clients close cleaner deals and remember who sent them to us

Case Study

67 gaps.
Across 154 tracked artifacts.

A Tennessee-based company preparing for acquisition. They had documents coming in. They didn't have an efficient system for what was missing or how to assign accountability for fixing it.

The Situation

An S-Corp preparing for M&A. Documents existed but were scattered across email threads, personal drives, and folders with no institutional structure. The founding team didn't know what an institutional buyer would expect to see or that several critical documents hadn't been executed at all.

What We Found
67
unresolved gaps identified across 9 pillars
154
total artifacts tracked across all pillars
9
pillars with critical exposure
<1w
from kickoff to live dashboard
The Outcome

Every gap surfaced in a live dashboard. Every document assigned to an owner. The Responsibility Matrix showed exactly which items required External Counsel, Finance, or the founding team. Remediation started immediately with a clear path to a clean data room.

Tennessee M&A · Phase 1 Anonymized
154
Total Artifacts
67
Unresolved Gaps
18
Verified
11.7%
Readiness
Risk by Pillar
Ownership
17
Employment
12
IP
11
Commercial
10
Finance
9
Responsibility Matrix (sample)
Operating AgreementExternal Counsel
Cap Table (Fully Diluted)Finance
IP Assignment AgreementExternal Counsel
The Team

Built by operators.
Not advisors.

LG

Liz Grimm

Lead Herder

Built governance infrastructure inside early-stage companies. Liz leads every client relationship — from kickoff through delivery — and brings firsthand experience with the operational chaos that kills deals.

Get Started

Find out where
you actually stand.

Most founders are surprised by what the Readiness Map finds. The earlier you know, the more time you have to fix it.