Features
Everything your treasury desk needs to deploy capital on discipline, not instinct
Cedar Fundhaven combines rules-based averaging, AI-guided timing signals, and full audit visibility into one workflow built for UK SME finance teams.
Core Capabilities
A deployment engine built around four disciplines
Each feature is designed to remove a specific point of friction from manual treasury management — timing guesswork, inconsistent record-keeping, delayed reporting, and rigid schedules.
Automated dollar-cost averaging on a fixed cadence
Set a deployment amount, frequency, and target allocation once. Cedar Fundhaven executes on schedule — weekly, fortnightly, or monthly — without requiring manual approval for every tranche. This keeps capital moving steadily rather than sitting idle while a team debates entry points.
Schedules can be paused, adjusted, or rebalanced at any time, so the structure stays flexible as cash flow forecasts change.
Contextual timing input layered on top of fixed schedules
Rather than replacing the averaging schedule, Cedar Fundhaven's signal layer adjusts tranche sizing within pre-set bounds — nudging slightly larger allocations during favourable conditions and smaller ones otherwise. The underlying cadence never stops; the model only refines proportions.
All adjustments remain within limits your team defines in advance, so discretion is bounded rather than open-ended.
Every transaction logged with a traceable rationale
Each deployment, adjustment, and schedule change is time-stamped and recorded alongside the parameters active at that moment. Finance leads and auditors can reconstruct the full decision trail without piecing together emails or spreadsheets after the fact.
A single view across accounts, mandates, and schedules
Teams managing multiple reserve accounts or deployment mandates can view allocation status, upcoming tranches, and variance from target weightings in one dashboard, rather than reconciling figures across separate tools or statements.
Why It Matters
Consistency compounds; timing attempts rarely do
Finance teams that deploy reserves in ad hoc lump sums are exposed to whatever conditions happen to prevail on the day of the decision. Spreading deployment across fixed intervals reduces that single-point exposure and removes the pressure to call a market bottom.
Cedar Fundhaven is built on this premise: structure first, refinement second. The schedule does the heavy lifting; the AI layer exists to improve efficiency at the margins, not to override the plan.
Illustrative tranche deployment pattern under a fixed averaging schedule.
Operational Benefits
What teams gain by moving to a structured platform
Reduced Manual Load
Scheduled execution means finance staff no longer need to initiate every deployment manually or monitor conditions in real time to act.
Clearer Governance
Pre-defined bounds on AI-guided adjustments give committees and auditors a fixed framework to review, rather than case-by-case discretionary calls.
Faster Reporting
Logged transaction histories can be exported directly for board packs or audit requests, cutting down on manual reconciliation work.
Built For Finance Teams
Designed around how treasury decisions actually get made
Cedar Fundhaven doesn't ask finance leads to hand over control. Schedules, limits, and parameters are set by your team; the platform's role is to execute reliably and keep an accurate record, freeing staff to focus on strategy rather than transaction mechanics.
The interface is intentionally minimal — status, upcoming tranches, and history, without unnecessary dashboards or noise.
Feature Questions
Common questions about how the platform works
Can the AI-guided layer deploy outside the schedule entirely?
No. Adjustments operate within the bounds your team configures around the existing schedule; the fixed cadence always continues to execute.
How far back does the audit trail go?
Every transaction and parameter change is recorded from the point a schedule is created, with no gaps in the logged history.
Can multiple accounts run different schedules at once?
Yes. Each mandate or account can have its own cadence, allocation target, and adjustment bounds, visible together in the oversight dashboard.
Is manual override available if conditions change suddenly?
Schedules can be paused or edited at any time by an authorised team member; the platform does not lock out manual intervention.
Bring structure to your deployment process
Request access to see how scheduled deployment, bounded AI adjustments, and audit-ready logging fit into your existing treasury workflow.
- Fixed-cadence deployment with configurable bounds
- Full transaction and parameter history
- Single dashboard across accounts and mandates