Exit routes need replanning
Waiting only for an IPO is risky. M&A and fund stake transfers are now real routes, and they need to be compared and prepared early.
Exit · M&A or IPO
Turn paper valuations into cash returned
Exit preparation starts on day one after the investment. M&A is the main route; an IPO is planned two to three years ahead. We lead the planning and groundwork; licensed work is done by our securities partner and other licensed firms.
M&A firstIPO planned 2–3 years aheadLicensed work by our securities partnerNo promised DPI figures
First call free · about an hour · no contract needed
The challenge
The fund needs to exit; the company is not ready
Many funds are entering their exit or extension periods, and with IPO timing less certain, exit routes need rethinking. An exit is not a last-minute move; the later you prepare, the fewer options you have.
The basics cannot support the valuation
Weak internal controls, finances or IP records lead to price cuts in due diligence, or to talks that stall.
No one leads the deal end to end
The company, the fund, the broker and the buyer each handle one part, and no one ties it together.
Two exit routes
M&A first, IPO for the long run
On both routes we lead and prepare the groundwork. Pricing, sponsorship, underwriting and deal closing are done by our securities partner and other licensed firms; our investment partner brings buyers and cornerstone investors.
Main route
M&A exit
- Whether to sell: technology scarcity, customer overlap and integration difficulty
- How to sell: deal structure, asset package and the data behind the information memorandum
- After the deal: integration plan, team retention and earn-out design
- Closing: buyer matching, due diligence and closing, priced by our securities partner with buyers brought by our investment partner
Long run
IPO
- Two to three years before: internal controls, financial compliance and IP ownership
- One year before: financing data pack, valuation logic and roadshow materials
- Filing and listing: sponsorship, filing and ongoing supervision by our securities partner and other licensed firms
Capital advisory
A decision hub across the whole cycle
The four modules can be combined or bought on their own.
M1
Planning and internal control
Capital and strategy planning and sound internal controls, answering "why this price, why investable, why acquirable".
- Capital path and shareholding structure
- Investment agreement terms broken into trackable actions and followed up
- Corporate governance and organisational policies
M2
Long-term support
Quarterly reviews, executive sessions, an operating dashboard and AI agent access, with one point of contact.
M3
M&A plan and integration
Whether to buy, how to buy, how to integrate: each stage can be bought on its own.
M4
Valuation and transactions
Valuation logic and negotiation preparation; the formal valuation is issued by our securities partner, which also signs and runs fundraising and follow-on financing.
Who does what
We lay the groundwork; our securities partner closes
Post-Investment
Groundwork
Exit planning, internal controls, the data foundation, and coordination throughout, with one point of contact.
Licensed securities partner
Closing
Pricing, sponsorship and underwriting, M&A pricing and closing, under its own licence and contract.
Investment partner
Where the money comes from and goes
Industry LPs, M&A buyers and exit counterparties, IPO cornerstone investors.
Compliance
Clear boundaries build trust
- Work that needs a securities licence is always signed and done by our securities partner or another licensed firm
- We do not issue valuation reports; the formal valuation comes from our securities partner
- We promise no DPI figures, only capabilities and routes you can verify
- Where advice and transactions meet, we use an information barrier, written disclosure in advance and written client confirmation
How we work
It starts with one conversation
- 01
First call
Free, about an hour, no contract. We learn about the fund and the company and point out the key issues.
- 02
Exit path diagnosis
We compare M&A, IPO and other routes and propose a route and timeline, quoted to scope.
- 03
Plan and roles
We set out what we, our securities partner and our investment partner each do, who signs and who is paid.
- 04
Groundwork and deal
Remediation, materials and buyer talks move forward milestone by milestone.
- 05
After closing
We follow integration and team retention, and the data stays in the IVMC system.
Questions
Frequently asked questions
Can't find your answer? Call +86 400-009-0406 or leave a message below.
Do you hold a securities licence?
No. Licensed work such as IPO sponsorship and underwriting, M&A pricing and closing is signed and done by our securities partner or another licensed firm. We handle planning, groundwork and coordination.
Can you guarantee exit returns?
No. We promise no DPI figures. We offer capabilities and routes you can verify - which route to take, what to prepare and who is responsible.
Who issues the valuation?
We prepare the valuation logic and the negotiation; the formal valuation is issued by our securities partner.
When should exit preparation start?
The earlier the better. An IPO is usually planned two to three years ahead; for M&A, data and the asset package can be prepared from day one.
Send us a message
Start with an exit path diagnosis
The first call is free, takes about an hour and needs no contract. A full diagnosis is quoted to scope. Choose a topic and leave your details. We reply within one working day. The first call is free, takes about an hour and needs no contract. You can also call our hotline or add us on WeCom.
- Phone
- +86 400-009-0406
- Address
- Room 1707, Building T2, Yuehai City, Luohu District, Shenzhen
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