EXOS Five-Gate Deal Audit

  • EXOS Five-Gate Deal Audit

    Run your deal through the five gates. Each gate is pass or fail. A deal that cannot clear a gate stops there — that is the system working. You'll receive your per-gate verdict by email.

  • Page 1 — Operator & Deal

  • Page 2 — Gate 1: Operator Alignment & Acquisition Criteria

  • Before a deal enters, your standard is set.
  • Have you set written, locked buy criteria (market, property type, price band, strategy) BEFORE seeing this deal?*
  • Does this deal fall inside those locked criteria, not just close, but inside?*
  • Has the operator committed to a single declared strategy for this deal?*

  • Page 3 — Gate 2: Deal Flow & Qualification

  • The numbers gate. This is where most deals die — as they should.
  • G2Q1. Do you have a full set of verified numbers, not estimates to confirm later?*
  • G2Q2. Is the ARV supported by at least 2–3 comparable sales?*

  • Page 4 — Gate 3: Deal Structuring

  • Is funding identified and committed, with a real source ready to deploy?*
  • Is the deal structure documented in writing, including purchase terms, financing, and ownership?*
  • Are the exit and contingencies defined before committing capital?*

  • Page 5 — Gate 4: Deal Execution & Management

  • G4Q1. Is the scope of work defined with a line-item budget, rather than a lump-sum estimate?*
  • G4Q2. Is there a timeline with execution checkpoints, rather than only a target completion date?*
  • G4Q3. Is the project manager or contractor secured and under contract?*
  • G4Q4. Are contingency reserves set aside, typically 10–15% of rehab costs, before starting?*

  • Page 6 — Gate 5: Scaling & Optimization

  • Does this deal fit a documented, repeatable process already in use?*
  • Is a post-deal review step planned to feed lessons back into criteria?*
  • Should be Empty: