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Cedora

The process, stage by stage.

Thirteen stages from lead to close. Cedora produces the artifact at eight of them and keeps the record at all of them. You approve every file before it goes anywhere.

  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
  1. 01

    Lead

    TrackedAdvisor

    You log the opportunity. Cedora opens the deal record, captures what is known about the company and sector, and starts the status report.

  2. 02

    Pitch

    Produces: Pre-call deckPitch agent

    The Pitch agent researches the company and its sector and builds a customized pre-call deck on your template. You edit and present it.

  3. 03

    CA

    Send stepProcess Manager

    The confidentiality agreement goes out from your firm’s email domain with your standard form. Signature status is tracked on the deal page.

  4. 04

    Preliminary view

    Produces: Normalized P&L, valuation memoPreliminary Market View agent

    From the financials you upload, the agent normalizes the income statement with add-backs, produces LTM figures and a valuation range memo you can take to the owner.

  5. 05

    Engagement

    TrackedAdvisor

    You negotiate and sign the engagement letter. Cedora records the terms that matter for the process, such as the target timetable and the fee basis, so later artifacts reference them correctly.

  6. 06

    Teaser + buyer list

    Produces: Blind teaser, ranked buyer listTeaser and Buyer Intelligence agents

    The Teaser agent drafts a one-page blind teaser under enforced redaction rules. Buyer Intelligence ranks sponsors and strategics against the mandate and builds the list. You approve or exclude each name.

  7. 07

    Outreach

    Produces: Sent from your domainProcess Manager

    Approved buyers receive the teaser from your firm’s own email domain over Outlook, Gmail or SMTP. Replies, bounces and follow-ups are logged against each buyer.

  8. 08

    NDA

    Produces: Send step, trackingProcess Manager

    Interested buyers receive the NDA. Markups, countersignature and data room access are tracked, and the weekly status report reflects them.

  9. 09

    CIM

    Produces: CIM, approved page by pageCIM agent

    Outline, open-items request list and management Q&A intake come first. Then the agent writes page by page, and each page waits for your approval. Quotes come only from Q&A answers.

  10. 10

    IOI

    Produces: Bid analysis memoBid Analysis agent

    Indications of interest are ranked on certain value, cash at close less escrow, not on headline. Structure issues are flagged in plain language in a client memo with a comparison workbook.

  11. 11

    Management meetings

    TrackedAdvisor

    You run the meetings. Cedora keeps the schedule, the attendee list and the follow-up requests on the deal page.

  12. 12

    LOI

    Produces: Bid analysis, workbookBid Analysis agent

    Letters of intent get the same treatment as IOIs, with exclusivity terms, financing conditions and working capital mechanics called out for the client.

  13. 13

    Close

    TrackedAdvisor

    Diligence and definitive documents are yours and counsel’s. Cedora keeps the record of every artifact, approval and validator result for the file.

Every artifact passes the same gate.

Before anything is recorded to your instance, a deterministic validator checks that every number exists in the inputs, that totals tie out, and that nothing internal or truncated is in the output. Then a separate reviewer reads the artifact as a buyer’s associate and as the owner. Fail at either step and the draft goes back to the agent. The quality gate in detail.

Request a pilot on your next mandate.

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

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