Documentation

Everything you need to run a mandate.

Searchable documentation covering every workflow on Accreta - from universe construction to data room governance.

Getting started

Onboarding overview Inviting your team Configuring your workspace Connecting your data sources First mandate walk-through

Global database

Searching the universe Filter by sector and geography Saving and sharing universes Match score & fit ranking Exporting universe data

Mandates

Creating a sell-side mandate Capital raise workspace setup Buy-side acquisition mandates Tiering & sequencing parties Probability forecasting & decision logs

Outreach

Building campaigns Tier-based sequencing Email templates & A/B testing Engagement tracking Meeting conversion analytics

Data room

Setting up a data room Role-based access controls Document watermarking Q&A management Activity audit logs

Governance

Deal team isolation Conflict management Approval workflows Audit trails Compliance reporting

Can't find
what you need?

Email support@cavari.com.au and we'll point you to the right doc - or write a new one.

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