What is CEDX AI | Investment Banking Workflow Demo?

Pitch-book workflow demo: Bloomberg and FactSet refresh, comps assembly, Associate/VP/MD approvals, audit-ready delivery. 11 hours to 47 minutes. Built by CEDX AI (https://cedx.ai/) and CEDX Systems (https://cedxsystems.com/), it runs operational queues with human-in-the-loop approvals and full auditability.

How does CEDX AI handle approvals and edge cases?

CEDX AI automates routine queue execution across inbox, voice, CRM, and workflows, while routing high-impact actions and policy exceptions to human operators for approval before execution.

Operator workspace: investment banking

Pitch books in 47 minutes, not 11 hours.

A governed deal-materials pipeline, not another deck template.

This public demo is intentionally a software surface, not a marketing page. It shows the operating layer CEDX builds for deal teams that need data pulls, document assembly, review controls, and delivery to behave like one workflow.

See deliverables →

Interactive demo · no signup

Illustrative scenario

11 hours → 47 minutes

Comparable investment banking workflow: data refresh, comps tables, management slides, review comments, and final PDF package moved from manual assembly into one governed pipeline. Figures on this page illustrate the workflow shape, not a measured client result.

47 of 52 slides pre-populated
Associate, VP, and MD approvals tracked
100% audit trail coverage on delivery package

Demo scope

What this simulates

A governed pitch-book and deal-materials workflow across Bloomberg, FactSet, DealCloud, PowerPoint, and internal review. It shows how CEDX removes the assembly burden without replacing the banking stack.

Systems in flow

Bloombergsource
FactSetsource
DealCloudcrm
PowerPointoutput
Review chaincontrol

Why teams buy this

Analysts stop rebuilding the same deck under deadline pressure.
Review loops move through explicit states instead of inbox drift.
Every data pull and approval event gets logged for auditability.

Workflow canvas

One job per stage, from source refresh to archive.

Source the latest numbers, normalize them, assemble the draft, route approvals, and ship the final deck and archive package.

Assembly window

47 min

First banker-ready draft after source refresh

Throughput

14x

More books produced from the same analyst team

Audit events

127

Data pulls, approvals, sign-offs, and delivery receipts

Manual reconciliations

0 hrs

No spreadsheet clean-up loop before packaging

1. Sources

BloombergCompany facts, pricing, comps inputs

FactSetConsensus, sector comps, transaction set

DealCloudDeal metadata, owner, next-step state

2. Orchestration

Normalization layerMaps source fields to deck schema and validation rules

Exception queueFlags stale data, missing inputs, and outliers

3. Assembly

Comps + DCF tablesStructured into banker templates automatically

PowerPoint packageDraft deck generated with versioned inputs

4. Review

Associate reviewChecks layout exceptions and data notes

VP / MD approvalsTracked approval states instead of inbox comments

5. Delivery

Client deckFinal branded PDF package

Archive bundleEvidence log, source version, and approval trail

Workflow execution

[ready]Demo workspace loaded. Click Run live workflow to animate the pipeline.

Governed output

What changes operationally

The analyst reviews a prepared draft instead of building from scratch.
Senior reviewers approve explicit workflow states, not emailed attachments.
Delivery is bundled with evidence instead of reconstructed later for audit.

Deliverables and controls

The artifacts a banking team actually cares about.

The public demo focuses on the draft deck, the review state, and the final package with traceable evidence.

Draft package

Company overview, market context, comps, precedent transactions, and transaction rationale populated from current source state.
Slide-level exceptions isolated so the analyst only touches the sections that genuinely need judgment.
File naming, delivery format, and internal archive path applied automatically.

Output preview

Client deck package

52-page deck • latest financials • review-complete • archive bundle attached

Ready to send after MD approval.
Source set frozen at 08:42 ET.
Final delivery package generated at 08:47 ET.

Audit evidence: sample run
Event	Owner	Status	Timestamp
Bloomberg / FactSet refresh matched to active deal record	System	Recorded	08:12:44 ET
Slide population complete with 5 flagged exceptions	System	Recorded	08:31:09 ET
Associate approved draft and escalated to VP review	Analyst Ops	Recorded	08:39:55 ET
MD sign-off pending on client package	Managing Director	Pending	08:46:11 ET

Audit trail

Why this page exists.

The public demo URL is now a real standalone route again. It no longer falls back to the marketing shell, so outbound links and follow-up messages point to an actual product-style experience.

Right now

Standalone demo route reachable at /demo/investment-banking.
Interactive canvas, run log, deliverables, and audit sections are working in-browser.
Outbound links can safely point here again.

Production build

Real source ingestion, validation, and deck generation.
Saved runs, reviewer identities, approval records, and archival evidence.
Actual delivery execution through the client's distribution workflow.

Next step

Walk this workflow against your own deal materials.

Book session