1
Questionnaire
You enter key data and three years of basic financials. ~30 min, fully asynchronous; processing under LFPDPPP.
How Vestcrest works
You complete the financial questionnaire (~30 min). When you pay you receive your instant report with sellability score and prioritized gaps; you go deeper with 19 operational questions and add-ons that update your score (52% financial · 36% operational · 12% Mexico preparation). The reconciled range arrives as consequence under three methodologies. Includes PDF and a 30-minute session. LFPDPPP-compliant treatment; no sales calls to buy.
Security and confidentiality
Privacy and security program for financial data
Vestcrest operates with a documented privacy and security program. These four pillars support every report.
LFPDPPP privacy
Full notice, purpose limitation, processor registry and ARCO procedure (access, rectification, cancellation and objection) under Mexican personal data law.
Security program
Documented controls designed under SOC 2 Trust Service Criteria (Security and Confidentiality) and ISO 27001 good practices: access management, event logging, incident response and vendor assessment.
Access control
Your report is delivered via personal link; it is not indexed in search engines. Data is not publicly readable: access restricted to authorized team and contracted infrastructure under contract.
Service scope
Diagnostic and preparation for capital movements, sale, partner, financing or succession. Not a certified expert opinion or regulated intermediation: Transaction covers support in processes you initiate, within scope agreed in writing.
Controls operate since 2026-06-09. Type I readiness target July 2026; independent audit August 2026. No SOC 2 Type II certification yet, control design does not wait for an institutional client to request it.
NDA available on request · contacto@vestcrest.com · subject «NDA»
How it works
Three steps. No sales calls.
2
Score and operational diagnostic
After payment you get your report instantly. You answer 19 operational questions and financial add-ons; each answer updates your score instantly (52% financial · 36% operational · 12% Mexico prep). We prioritize gaps and reconcile range as a consequence when your preparation supports it.
3
Defensible report
You receive your preparation receipt: score, prioritized gaps, executive summary and PDF. Optional: extended normalization supplements (year 3 add-backs) and sector benchmark when your preparation supports it. Includes 30-minute session with Abelardo Navarro to interpret your results. What each number, gap, and next step means.
Not sure if it applies? See who Vestcrest is for →
From preparation to close
Capital movements, sale, partner, financing or succession, are not a single step. Vestcrest shows which stage your business is in today and which plan fits.
Preparation and normalization
Preparation Diagnostic
Questionnaire ~30 min → report with score, prioritized gaps and range as a consequence.
Más sobre Preparation Diagnostic →Close gaps before due diligence
Strategy
Execute highest-impact improvements with Abelardo before fund, partner or bank reviews your numbers.
Más sobre Strategy →Active process with counterparty
Transaction
Documented evaluation, executive letter and negotiation support.
Más sobre Transaction →
What you get
Your preparation receipt
Score, gaps and documentation a committee reviews before setting price, in a report you can share when you are ready.
Score 0–100
Sellability 52% financial, 36% operational, and 12% Mexico prep (IMSS, PTU, SAT, personal expenses — self-assessment, does not certify compliance). Inside the report, 19 questions and financial add-ons update your score instantly: owner dependency, concentration, processes, and more.
Prioritized gaps
Up to 5 prioritized gaps ordered by impact on your score and your table.
Rebuilt P&L
Income statement with optional normalization for owner compensation. As a fund, incoming partner or bank would read it.
Scenario if you close gaps
Scenario if you close the main gaps. Reason to act before the table.
Executive summary
One page to share + PDF download of the full report.
Tripartite valuation
EBITDA multiple, DCF and asset-based reconciled in a defensible range. Consequence of your documented preparation.
Fuentes
Document your preparation for capital movements before the table
Book inspection · $499 USDIf your report does not identify specific prioritized gaps from your data, we redo the analysis at no cost.
30-minute process · no sales calls · Privacy notice and full program