Cayda Platform Auto-Send

The package leaves without being asked

When underwriting clears the thresholds you set, Cayda picks the recipients, attaches the model and the memo, and sends — then does it again whenever an input moves.

Distribution as part of the model

Sending is not a separate chore at the end of the week. It is a rule attached to the deal: when these conditions hold, these people receive this package. The agent selects the list, you see who was chosen, and the send is logged.

01

Recipient rules

Lists are built per deal stage, so a screening memo and a committee package never reach the same set of inboxes by accident.

02

Threshold triggers

Nothing leaves until the deal clears the tests you defined — yield on cost, coverage, equity size, whatever governs at your shop.

03

Version history

Every send is stamped and archived, so you can see which version of the model a lender was looking at three weeks ago.

How it works

From threshold to inbox

  1. 01

    Set the thresholds

    Define what a sendable deal looks like once. Yield on cost above a floor, coverage above a minimum, equity within the fund mandate.

    • Return and coverage floors
    • Equity size against fund mandate
    • Separate rules per deal stage
  2. 02

    The agent picks recipients

    Cayda selects from your directory based on the stage and the deal profile, ticks the list, and shows it to you before anything leaves.

    • Selection shown before send
    • Held recipients flagged rather than dropped
    • Overridable on any individual send
  3. 03

    It sends and keeps sending

    The model and the memo go out together. When an input changes materially, the package is regenerated and reissued to the same list.

    • Excel model and PDF memo attached
    • Automatic reissue on material change
    • Every send logged with its version

Attached to the same provenance

A recipient who questions a figure can be answered from the same chain the model uses internally, because the memo and the workbook carry their citations with them.

Waitlist

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Developers and acquisition teams get access as new markets come online each week.