Skip to content
Sagolik Close — From Decision to Ownership
Open menu

Sagolik Close for businessBeta

Buying a business, closed with clarity.

The same closing infrastructure we build for property, shaped for acquisitions: one deal room from letter of intent to a confirmed ownership transfer — for buyers, sellers, advisors, counsel, lenders and escrow.

In the demo, choose a person under “Business acquisition (beta)”.

Illustration with fictional demo data.

From LOI to close

Every stage of the deal, owned and visible

Each step has an owner, a status and the documents behind it. Nobody has to ask where the deal stands.

  1. 01

    LOI & deal room

    The signed letter of intent opens a deal room for buyer, seller, advisors, counsel, lender and escrow.

  2. 02

    Due diligence

    Financials, quality of earnings, disclosure schedules and lien searches — each with an owner and a status.

  3. 03

    Financing

    Lender conditions tracked next to the deal, so everyone sees what's left before funding.

  4. 04

    Definitive agreement

    The asset or stock purchase agreement and closing documents, signed through an e-signature provider.

  5. 05

    Funds flow

    Verified payment instructions, cooling-off on changes and escrow-reported receipts — never custody.

  6. 06

    Closing & transfer

    Ownership is marked transferred only when deal counsel confirms it with a reference.

In the deal room

A complete acquisition closing. In one place.

  • Deal room

    One place for the deal

  • Diligence vault

    Versioned, access-controlled

  • People & roles

    Each side sees its share

  • Tasks

    Owners and due dates

  • Timeline

    LOI to closing

  • Financing

    Lender conditions

  • Lien search

    UCC, tax, judgments

  • Signatures

    Via your e-sign provider

  • Identity

    Parties verified

  • Funds flow

    Escrow-reported

  • Messages

    Deal-room threads

  • Transfer

    Confirmed by counsel

Every side of the table

Each party sees exactly what they should

Access is decided per deal and per role, and enforced in the database — not just hidden in the interface.

  • Buyer

    Their tasks, the deal timeline, financing status and verified wire details when it's time to fund.

  • Seller

    What's still needed from them — schedules, consents, transfer documents — and when proceeds are released.

  • M&A advisor

    The whole file: who is blocking, what's due this week, and every party's progress.

  • Counsel

    Agreements, disclosure schedules, the lien search and the final confirmation of the transfer.

  • Accountant

    The diligence documents they review. No access to bank details or payment instructions.

  • Lender & escrow agent

    Their conditions and the funds flow — with second-person verification for any payment detail.

Money

Orchestration, never custody

Purchase funds move from the buyer's bank to the escrow agent or paying agent — never through Sagolik. What we protect is the part fraud targets: where the money is told to go.

  • Step-up for every change

    Changing or revealing payment details needs a fresh second factor.

  • A second person verifies

    Instructions are verified by someone other than their author, with a call reference.

  • Cooling-off on changes

    Changed details wait before they can be used, and every party is alerted.

  • Receipts from escrow

    Funds show as received only when the escrow agent records it.

Beta scope

What's in the beta — and what isn't yet

We'd rather tell you the limits than have you find them mid-deal.

Included

  • A US workflow for asset, stock and membership-interest purchases
  • Deal room with roles, tasks, owners and due dates
  • Diligence documents with per-document access levels and version history
  • Accountant role with document access but no money access
  • Financing conditions and lien-search findings tracked to resolution
  • Verified payment instructions, cooling-off on changes and escrow-reported receipts
  • Ownership transfer confirmed by counsel with a reference — never by a click

Not yet

  • State-specific rules (bulk-sale notices, tax clearance) — tracked as tasks for now
  • Working-capital adjustments, holdbacks and earn-outs after closing
  • Cap-table, data-room and accounting-system integrations
  • Regulatory filings such as HSR for larger deals

Sagolik Close coordinates the deal; it doesn't give legal, tax or financial advice, hold funds or decide what a deal requires. Your counsel and advisors do.

Running acquisitions? Shape the beta with us.

We're looking for M&A advisors, deal counsel, lenders and escrow agents to pilot the workflow on real deals.

Join the beta