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Syndicating Financing Has Been Never Easier

Cloud-based Equity Capital Markets Software Making Capital Raising Simple

Everything You Need
to Automate and Streamline Deal Syndication

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Grow Your Retail Investor Participation

Get your deals in front of new pools of investors and attract new participants to your deals

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Scale Your Deal Pipeline

Standardized processes to streamline deal administration and increase resource capacity

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Offer More Alternative Investment Products

Meet the investor demand by making offerings easily accessible for all investor types

Accelerate Financings, Increase Participation,
and Access More Opportunities

Grow your transaction volumes by significantly accelerating workflow and transaction efficiencies. 

 

Eliminate Co-syndication Inefficiencies

  • Painful Subscription Execution

  • Redundant Administrative Tasks

  • Decentralized & Manual Internal Processes

  • Ongoing Progress Requests

Product ECM 1

Empower Your Equity Capital Markets Team

Product ECM 2

Introduce standardized workflows to ensure consistency and accuracy from all syndicate participants. 

 

  • Audit Trails & Analytics

  • Real-Time Activity Dashboards

  • Syndicate Management Tools

  • Network Connectivity

Empower Your Syndicate Members & Selling Groups

Introduce powerful tools so your syndicate members and selling groups can execute deals quickly and avoid closing delays.

  • Real Time Dashboards
  • Managed Allocations
  • Bulk Send Distribution
  • Quick Subscription Execution
Product ECM 3

Delight Your Issuers

Product ECM 4

Simplify the syndication proces to improve the issuer experience and eliminate frustrations

Remember:

  • Centralized Deal Room
  • Error-Free Documentation
  • Electronic Signatures
  • Closing Folders For Counsel

How It Works

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Activity Dashboards & Audit Logs

Create syndicate groups and monitor progress activities via real-time dashboards.




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eSignature & eSubs

Auto-populated and electronic signature of subscription agreements.




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Audit Ready

Time and date stamped digital record of all participant and deal activity.

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Automated Account Opening

Detailed and customizable issuer verification including automated AML checks.

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Automated Notifications

Online syndicate collaboration and automated notifications, deal updates, and alerts.

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Real-Time Tracking

Real-time tracking of subscription agreement status for each deal via secure, permissioned activity dashboards for Syndicate Leads, Co-Leads, Syndicate Members, and Selling Groups.

Ready to transform your equity syndication process?

Contact us and learn how to achieve significant time and cost savings with our market leading equity capital markets software.