Next Chapter M&A
|
Home
System Overview
📋 Meeting Data Capture
Live note-taking with structured intelligence capture
Data Completeness
0/12 (0%)
Meeting Details
Company Name (Read-Only)
Rep Name (Read-Only)
Meeting Date & Time
Scheduled Duration (minutes)
Pre-Meeting Notes
During-Meeting Capture
Why is the owner considering a transaction?
Motivation Type
-- Select --
Looking to exit / cash out
Exploring options / "curious"
Growing fast, need capital
Burn out, want to sell
Partner/family situation
Tax planning
Verbatim Quote
Confidence Level (1-10)
5
/10
Timeline for Transaction
Timeline
-- Select --
3 months (ASAP)
6 months
12 months
18+ months
No timeline / testing waters
Confidence Level (1-10)
5
/10
Real Timeline Notes
Business Size & Growth Profile
Annual Revenue (est.)
Growth Rate YoY (%)
Service vs. New Install Split
Service:
60
% | New Install:
40
%
Recurring Revenue (%)
35
%
Growth Driver Notes
Profitability & Owner Perks
Estimated Annual EBITDA
EBITDA Margin (%)
27
%
Owner Perks (Add-backs)
Vehicle Allowance
Family Member Salary
Travel / Entertainment
Insurance / Benefits Overages
Calculations
Total Add-backs
$0
Adjusted EBITDA
$0
Margin Profile Notes
Team Depth & Dependency
Technical Leader / Operations
Name
Years with Company
Can Stay Post-Sale?
Yes
No
Criticality
-- Select --
Essential
Important
Helpful
Sales/Business Development Lead
Name
Years with Company
Can Stay Post-Sale?
Yes
No
Criticality
-- Select --
Essential
Important
Helpful
Other Key Employee
Name
Role
Years with Company
Can Stay Post-Sale?
Yes
No
Criticality
-- Select --
Essential
Important
Helpful
Owner Dependency (1-10)
5
/10
1 = business runs itself, 10 = owner in everything
Owner Transition Readiness
Non-Negotiables & Hidden Objections
What must happen?
Acquire the whole company (not just assets)
Don't buy my customer list separately
Need me to stay as operator / not be replaced
Need all proceeds upfront (no earnout)
Must keep employees on payroll
Must maintain current location
Deal Killer Questions
Hidden Concerns Not Yet Stated
Owner Mindset & Personality Type
How Ready Are They? (1-10)
1: Desperate to sell
5
10: Suspicious, defensive
Personality Type
Analytical (wants spreadsheets, data, proof)
Gut-trusting (wants story, relationship, feeling)
Data-driven (wants comparisons, benchmarks, history)
Story-driven (wants narrative, context, meaning)
Emotional Vibe Notes
Their Company Origin & Culture
Why did they start this business?
Biggest Challenge They've Overcome
Community/Local Impact
Team Culture & Workplace
Quirky/Memorable Details
Personal Facts About Owner
Post-Meeting Output
🤖 AI-Generated Meeting Summary
Generate Summary
Generating summary...
Click "Generate Summary" after capturing all meeting data to create an AI-generated 3-paragraph summary.
📊 Data Completeness Scorecard
○
Owner Motivation: Captured
○
Timeline: Captured
○
Revenue & Growth: Captured
○
Margin Profile: Captured
○
Key People: Captured
○
Deal Breakers: Captured
○
Emotional Temperature: Captured
○
Story Elements: Captured
What This Unlocks
✓ Personalized Letter Generation — Use this data to write operator-friendly letter
✓ Interactive Proposal — Auto-populate valuation, timeline, buyer profile
✓ Ideal Buyer Profile — Match characteristics to buyer priorities
✓ Next Action Recommendations
📋 Recommended Next Steps
Action items will appear here after you generate the summary.
Generate Personalized Letter
Create Interactive Proposal
Identify Ideal Buyers
Schedule Follow-up
Data auto-saves to your browser. Summary and downstream actions require Supabase connectivity.