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Cedora

Your next mandate doesn’t need another analyst.

Cedora runs the mechanics of a sell-side process, from the pitch deck to bid analysis, so a small firm or a solo advisor can carry more mandates at the same standard.

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Cedora/Project CopperCIM · drafting
  1. Lead
  2. Pitch
  3. CA
  4. Prelim. view
  5. Engagement
  6. Teaser + list
  7. Outreach
  8. NDA
  9. CIM
  10. IOI
  11. Mgmt mtgs
  12. LOI
  13. Close
Normalized income statement$ thousands, LTM Jun-26
FY24FY25LTMSource
Revenue41,20045,60048,000TB-01
Gross profit14,80016,90018,200TB-01
Reported EBITDA6,1007,3007,900TB-01
Owner compensation500500500GL-4410
One-time legal-300300GL-6120
Facility relocation--300Mgmt Q&A 07
Adjusted EBITDA6,6008,1009,000ties out
Margin16.0%17.8%18.8%
Runstoday
  1. 14:02CIM §4 Market overviewqueued
  2. 13:48CIM §3 Company overviewawaiting approval
  3. 11:20Buyer list, re-rank after exclusionsrecorded
  4. 09:05Status report, week 7recorded
  5. 08:41Teaser v3 redaction checkreturned
Validator 214 numbers checked against inputs, 3 tie-outs, 0 internal strings, 0 truncations
Reviewer buyer’s associate pass, owner 1 comment on §3.2
CIM · page 14 of 42
PROJECT COPPER · CONFIDENTIAL
3.2 Customer base
DRAFT
Approve pageReturn
Plate I. Deal page: stage timeline, normalized income statement, run log, CIM page awaiting approval.Illustrative data.

Thirteen stages. Cedora produces the artifact at eight of them and tracks the rest.

Copper marks a stage where a finished file lands on your desk for approval. Hollow marks a stage you run; Cedora keeps the record and the status report. Stage by stage.

  1. Advisor-led, tracked.Lead
  2. Cedora produces the artifact.PitchPre-call deck
  3. Advisor-led, tracked.CA
  4. Cedora produces the artifact.Preliminary viewNormalized P&L, valuation memo
  5. Advisor-led, tracked.Engagement
  6. Cedora produces the artifact.Teaser + buyer listBlind teaser, ranked buyer list
  7. Cedora produces the artifact.OutreachSent from your domain
  8. Cedora produces the artifact.NDASend step, tracking
  9. Cedora produces the artifact.CIMCIM, approved page by page
  10. Cedora produces the artifact.IOIBid analysis memo
  11. Advisor-led, tracked.Management meetings
  12. Cedora produces the artifact.LOIBid analysis, workbook
  13. Advisor-led, tracked.Close
Cedora produces the artifactAdvisor-led, tracked in the status report

Eight agents, each with one job and one output.

The agents in detail

Pitch

Researches the company and sector and builds a customized pre-call deck on the firm’s own template.

Preliminary Market View

Normalizes the income statement with add-backs, produces LTM figures and a valuation range memo.

Buyer Intelligence

5,600+ registered PE sponsors with extracted mandates and 10,000+ dated transactions. Ranks and builds the buyer list; the advisor approves or excludes.

Teaser

One-page blind teaser with enforced redaction rules.

CIM

Outline, open-items request list, management Q&A intake, then page-by-page prose with per-page approval. Quotes come only from Q&A answers.

Process Manager

Stage tracking, CA and NDA send steps, and the weekly process status report as a finished deck.

Bid Analysis

Ranks IOIs and LOIs on certain value, cash at close less escrow, not headline. Flags structure issues in plain language. Client memo plus comparison workbook.

Diligence Q&AComing

Data room question intake, drafted answers from the record, advisor sign-off before release.

Nothing is recorded until it passes two independent checks. Nothing ships that fails.

Deterministic validator

Code, not judgment. The draft is rejected outright if any rule fails.

  1. a.Every number in the output exists in the inputs.
  2. b.Totals tie out to their components.
  3. c.No internal strings, prompts or field names in the output.
  4. d.No truncated tables, lists or sentences.

Independent AI reviewer

A separate model, with no access to the drafting context, reads the artifact twice.

  1. a.As a buyer’s associate: would this hold up on a first read at a sponsor?
  2. b.As the owner: is this my business, described the way I would describe it?
  3. c.Comments are returned to the draft, not to the client.
DraftI · ValidatorII · ReviewerRecordedFail at either step returns the draft to the agent.

A private instance for your firm. Your data never leaves it.

One instance per firm
Hosted privately, provisioned for your firm alone. No shared tenancy, no pooled models trained on your deals.
Your own email domain
Outreach, CA and NDA steps send from your firm’s addresses over Outlook, Gmail or SMTP. Buyers see you, not us.
Your templates and letterhead
Decks, memos and the CIM are rendered on the firm’s own files. Nothing carries a Cedora mark.
Full record
Every run, input, approval and validator result is kept in your instance and exportable. Security & hosting

Request a pilot on your next mandate.

One live deal, your template, your instance. You keep every artifact whether or not you continue.

Request a pilot