Demo safety: This file is a static, fictional VestraIQ demo pack. It contains no real client data, no credentials and no external app URLs.

VESTRAIQ

BY VERSA

Secure transaction command centre

Demo engagement for exit readiness, targets and diligence.

A guided, client-safe walkthrough showing how VestraIQ organises a transaction workspace: readiness actions, AI next steps, M&A target scoring, diligence rooms, evidence, weekly digests and scoped administration.

Open demo walkthrough Request controlled access

Mode: Command

Command centre

One view of transaction readiness, strategic target fit and verified diligence.

Create demo-only login

Active engagements561 exit, 55 targets, 3 DD

Critical blockers20 overdue actions

Open actions186 due in the next 7 days

Evidence awaiting review8Across 4 controlled workspaces

Preparing for Exit

Readiness, evidence and improvement plan.

Atlas Demo Services
Trade sale, Sarah Evans

Evidence sprint

M&A Targets

Strategic fit, feasibility and knockout status.

NorthPeak Cloud
Managed cloud and cyber services

Pass

Clearline Networks
Data centre infrastructure

Review

Harbour IT
Public sector support

Fail

Due Diligence

Requests, controlled source uploads and unresolved risks.

Project Calibre
Vendor diligence room

Active

Project Beacon
Target diligence room

Planning

Mode: Prep for Exit

Action detail and AI next steps

Preparation actions and meeting actions are shown in one list, with evidence, notes, links and AI suggestions retained on the action record.

Unified action list

Action	Section	Owner	Priority	Evidence	Due	Status	Links
Validate product and service portfolio discipline Exit preparation action	Commercial readiness	Sarah Evans	High	2 files	20 Aug 2026	In progress	2 linked
Build the AI messaging and skills playbook Meeting action	Strategic positioning	Adam Young	High	Meeting notes	21 Aug 2026	In progress	1 linked
Run leadership playback on decision rights Exit preparation action	Governance	Niall Anderson	Critical	Not linked	24 Aug 2026	Planned	Suggested

AI next-step helper

Advisory suggestions are saved to the action record for review before anything is added to the action trail.

Define portfolio taxonomy

Agree what counts as a material service line and document exceptions.

Build evidence pack

Attach revenue, margin, delivery and customer evidence by service line.

Run decision workshop

Hold a 60 minute session to agree continue, improve or exit criteria.

Progress updates 2

GTM review and remap exercise to take place
24 Jul 2026, 14:20 BST

Edit

Evidence 2 files

Evidence upload is available because this action is part of the current preparation plan.

PDF

Portfolio service line pack.pdf
Uploaded by Adam Young

Accepted

Preparation plan timeline

AugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMay

SE - Create the baseline evidence pack

NA - Leadership playback and decision rights

AY + GG - Build AI messaging playbook

AY - Portfolio evidence sprint

Board proof pack and next decision

Mode: M&A Targets

Target pipeline ranked by fit

Targets are ordered highest to lowest against ICP match, market relevance, financial scale, execution risk and strategic tags.

55 fictional targets

Rank	Target	Tags	Match criteria	Score	Logo key
1	NP NorthPeak Cloud Managed cloud and cyber services, Finland	European expansion	ICP fit 92 Scale 82	82	`demo-target-northpeak-cloud`
2	CL Clearline Networks Data centre infrastructure, Netherlands	Existing markets	ICP fit 79 Risk 66	68	`demo-target-clearline-networks`
3	AV Avalon Voice Unified comms and UCaaS, Germany	Adjacent verticals	ICP fit 74 Capability 71	64	`demo-target-avalon-voice`

Existing markets

Managed IT, cloud and cyber providers serving current buyer markets.

Adjacent verticals

Data centres, UCaaS and smart buildings with cross-sell potential.

Additional capabilities

Security operations, automation, field engineering and recurring revenue lines.

European expansion

Benelux, DACH, Nordics and Ireland coverage shown as ICP tags.

Mode: Due Diligence

Diligence rooms and controlled files

Demo diligence shows requests, findings, attachments, owner status and the delete control you asked for.

No real documents

Requests4231 complete, 11 open

Open findings72 critical risks

Source files64Demo attachments only

Active diligence workspaces

Project Calibre
Acquisition diligence, target close 25 Jan 2027

Project Beacon
Vendor diligence, planning

Recent findings

Contract renewal concentration
Top 5 customers require renewal confirmation.

Critical

Cyber evidence incomplete
SOC2 bridge letter missing from security folder.

High

Mode: Administration

Org branding, users and digest controls

Admins can manage their own organisation settings while a platform super user can work across every organisation.

Org-scoped admin

Company brand

Transparent logo upload, command centre placement and client-home feel.

atlasdemo

User thumbnails

Adam Young
Platform super user

Logged in

Carl Smith
Atlas Demo Group admin

Org admin

Weekly digest recipients

Demo org reminders are suppressed. Scheduled digests go only to selected organisation owners.

Sarah Evans
Receives weekly digest

Niall Grant
Excluded from digest

Mode: Board Pack

Cleaner report preview

A calmer report style with better hierarchy, more white space and a temperament circle placeholder for future personality/report packs.

Preview only

Board-ready summary

Transaction readiness report

Atlas Demo Group has a credible transaction story, but the next four weeks should focus on evidence quality, decision rights and repeatable commercial proof.

Readiness74

Confidence68%

Critical gaps2

Board message

The company can move toward a credible buyer conversation once the service-line evidence pack and governance playback are complete. The current blocker is not strategy; it is auditability.

Next decision

Continue the 30-day sprint, add owner accountability to every high-priority action and review the evidence pack before confirming readiness status.