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Deal Teams & Investment Committees

Deal teams must decide what a company is worth before the sale deadline. With only weeks to work, they read a sample of contracts and test a fraction of transactions. Cerenovus reads every contract, transaction, and message in scope at once. Committee members see the evidence for and against each assumption, plus the gaps that remain.

Designed for

Investment professionals and committee members reviewing new or existing investments.

Check the assumptions behind the proposed price before the committee meets.

Executive questionContractsLedgersTicketsEmailSystemsFindings ranked by valueInvestment decision
Cerenovus checks management claims before the investment committee decides.
Engagement steps

5 steps from question to decision

Your team sets the questions and approves which systems Cerenovus can read. Cerenovus works through every related question at once and returns findings ranked by value. Your team decides what to do.

  1. 01Set investment questions
  2. 02Connect contracts and operating data
  3. 03Test assumptions across sources
  4. 04Calculate financial risks from the evidence
  5. 05Prepare committee papers
Work covered for this team
01

Deal teams check the claims that set the price

Cerenovus tests claims about revenue, margins, costs, and working capital (cash tied up in running the business). It also checks customer commitments, reliance on key vendors, and limits on growth. Each claim comes back with the contracts and data that support or contradict it.

02

Deal teams see what was read and what is missing

Cerenovus reads financial and operating sources together across the agreed scope. Deal teams get a list of every contract, transaction file, message, and work log reviewed, and every source still missing.

03

Partners trace each risk to its source

A partner can open the wire transfer or settlement email behind a financial exposure. Every finding carries the periods, assumptions, and calculations used, so partners can defend the number to the committee.

04

Committees see evidence gaps beside conclusions

Missing periods, conflicting sources, and questions for management sit next to the finding they affect. Deal teams use them to prepare management meetings. Committee members can see where the evidence stops.

05

Committees review findings ranked by their effect on price

Cerenovus ranks findings by value, timing, and risk. Deal teams build recommendations from the top of the list.

Client decisions

The deal team and investment committee assess value and risk, negotiate the deal, and decide whether to invest.

Related work
Operating analysis on demand

Test management's business plan before the committee meets

Cerenovus reads approved company data through read-only access and ranks what it finds by value.

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