Placement workflow

Streamlined capital raising.

Our tools allow you to streamline the distribution and execution of your placement and capital raising activities. 

Manage and engage with 1,000s of investors as easily as managing 10.

Technology that helps your business grow.

Whether opting for a fully automated solution, or managing certain components via the platform, unlock greater deal distribution, compress the subscription process, and reduce overheads and compliance risk.

Additionally, as a regulated Securities Arranger & Custodian (FCA), we can hold the regulatory distribution risk and custody cash during the subscription and settlement process as needed.

Deal Distribution

Use digital Deal Rooms to efficiently arrange and distribute opportunities to an investor base. Engaging existing investors, introducing, and onboarding new investors, inviting them in stages or bulk. Manage the entire process via the console, creating bespoke lists and tracking the end-to-end engagement process via the Management Console.

  • Distribute relevant investment information
  • Deal rooms
  • Data Rooms
  • Investor onboarding
    • Regulatory subscriptions
    • Process KYC/AML
  • NDA execution

Document execution >

Deal Pages & Data Room

Use built-in Deal Rooms and Data Rooms to efficiently distribute all relevant deal information to your investors via the platform, including investment summaries, term sheets, corporate videos, highlighting relevant risks and disclosures. 

  • Distribute relevant investment documents 
  • Supplementary investment summaries 
  • Host deal videos  
  • Document Execution: term-sheets / subscription docs 
  • Data Rooms 
  • NDA protection 
  • Watermarking

Data room >

Investor Engagement

We provide you with fundamental features and unrivalled visibility that takes your investor engagement to the next level. 

  • Integrated invitation flow
  • Investor tracking

Investor Communications >

 

Investor Segmentation

Manage and maintain your investor database, classifying investors into specific groups and maintaining regulatory subscription information on the platform (365-day rolling KYC/AML updates available).

  • Investor CRM tools
  • Investor segmentation
    • Investor classification
    • Bespoke investor tagging
  • Maintain KYC/AML information

Investor CRM >

Book building

Access to digital book building allows you to manage indications of interest and price discovery through to managing subscriptions and cash settlement, everything you need for a successful and seamless capital raise in one place.

  • Manage Indications of interest
  • Price discovery
  • Set terms & pricing
  • Build order books
  • Manage subscriptions
  • Engage with investors throughout

Order book management system >

Settlement – Cash & Issuance

Meet the needs of issuers and investors via automated settlement and issuance when needed, significantly reducing admin time.

We are an FCA-regulated securities arranger and authorised custodian capable of providing regulatory services when needed – acting as cash escrow agents in transactions and integrating the placement tool with our registry solutions. You can fully settle investments on the platform.

  • Cash Settlement – Custody
  • Issuance (Integrating Registry tool)

Settlement & issuance >