Investment Banking
A tight process is your reputation. Run every deal like it.
On the sell side, every buyer request runs through you, and so does every answer from a management team with a company to run. Cerclen gives you one place to run diligence, so nothing stalls on your watch.
Project Kestrel / Requests
On the sell side, you're the switchboard
Every request goes through you.
Buyer requests come in, management answers go out, and all of it runs through your inbox. Chasing both sides is the job, and it doesn't scale across a live process.
'Where are we?' means searching your inbox.
There's no current picture of what's been asked, answered and outstanding. You rebuild it from email every time the client or the buyer asks.
A missed request becomes the buyer's concern.
One request that slips costs momentum, and leaves the buyer wondering whether the process is under control.
Clients remember who ran a clean sale.
Your reputation for control is what wins the next mandate. Today it depends on your inbox.
Run the whole process from one list.
Start from the buyer's list.
Upload the request list as it arrived. Cerclen reads the layout and turns it into a live list, with nothing retyped.
Management answers by email.
Each request has its own reply address, so the management team can respond from their inbox. Nothing reaches the buyer until someone on your side confirms it.
Status is always current.
What's asked, answered and outstanding, by owner and due date, ready whenever the client or the buyer asks.
A record of the whole process.
Every status change is recorded, and each export is a numbered snapshot both sides can see, so there's never a question about which version is current.
What bankers ask us
The buyer has its own data room.
Cerclen works with virtually any data room. Responses link to files where they already are, so you run your side of the process on whichever platform the deal uses.
My client's management team won't adopt new software.
They don't have to. They can answer by replying to an email, and you stay in control of what the buyer sees.
I can't risk a new tool on a live deal.
We'll run your first deals alongside you. Every early customer gets an assigned account manager who handles setup and training with your team.
Building a request list? Start from our M&A due diligence checklist.