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M&A
Lunra M&A for sell-side advisors: a mandate, the buyer list and the seller's approvals, the process board and its gates, the CIM read where you confirm every figure, and the reality check on your own comps.
Create a mandate
A mandate is one engagement: the seller, what is for sale, the buyers, the process and the CIM, in one place.
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Deleting a CIM or a mandate
When a mandate ends or a seller asks, the workspace owner or an admin can delete one CIM version or a whole mandate. Export first: a delete…
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Lunra M&A: the sell-side workspace
Lunra M&A is the workspace a sell-side advisor runs a sale in: a buyer list the seller approves, a process board with its gates, a CIM read…
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Mandates and CIM reads on your plan
Lunra has one set of plans for raises and M&A. On every plan, active raises and active mandates count together against the plan's limit on…
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The acquirer library
The acquirer library is your firm's buyer database across every mandate: what each sponsor or strategic has said it wants, and why it passe…
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The buyer list and the seller's approvals
The buyer list is one mandate's long list, and the list the seller signs off before a teaser goes out. Open it with Find buyers on the mand…
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The CIM read and the confirm gate
Upload the seller's draft CIM on the mandate's CIM readiness read. Lunra reads each version once and pulls every figure with the page it ca…
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The process board and its gates
The process board follows each approved buyer from teaser to close, in columns: Teaser sent, NDA, CIM out, IOI, Management meeting, LOI, Di…
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The reality check
The reality check sets the seller's hopes against your own comps. It works from three inputs: the earnings bridge, your comps and, if you h…
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Run your next sale on the thing this article describes.
Lunra M&A is in early access. And a human still reads every message, usually same day.