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DealBridge
Manage the entire transaction running process, including wall-crossing, book-building, allocation, and confirmations.
What is DealBridge?
DealBridge enables brokers to manage the entire transaction process with ease, ensuring efficiency and compliance at every stage. From wall-crossing with robust gatekeeper processes to safeguard information, to streamlined book-building, fair allocation, and precise confirmations, every aspect is covered.
Designed to save time, simplify workflows, and maintain full compliance with accurate records, DealBridge provides a reliable framework for seamless transaction execution.
1) Wall-Crossing
Add target investors to be wall-crossed
Easily bulk upload a list of investors who you would like to be wall-crossed into one table.
Add gatekeepers (if applicable)
Manage the whole gatekeeper process and set-up the correct variables for their user journey. i.e. - 'Gatekeepers internally wall-cross their investors'.
Send automated market sounding emails
You can bulk send market sounding emails to investors, or equally log how they were contacted and how they responded. i.e. market sounding via phone and response was yes.
Wall-cross target investors
Manage and log the wall-crossing process, collect responses automatically which can be logged in a report for compliance. Alternatively, manually record how an investor responded, and through which method.
Set & manage admin permissions
With a rich set of admin permissions, you can make sure every member of your team is able to access the right information they need.
2) BookBuilding
Place orders for wall-crossed investors
Easily bulk upload a list of investors who you would like to be wall-crossed into one table.
Manage the bookbuilding process
Manage the whole gatekeeper process and set-up the correct variables for their user journey. i.e. - Gatekeepers internally wall-cross their investors.
3) Allocation
Place orders for wall-crossed investors
Easily bulk upload a list of investors who you would like to be wall-crossed into one table.
Manage the bookbuilding process
Manage the whole gatekeeper process and set-up the correct variables for their user journey. i.e. - Gatekeepers internally wall-cross their investors.
Why use DealBridge?
Automate the process to save time
Research Tree uses a best-in class CMS.
Reduce manual errors and mistakes
Compared to industry alternatives.
A platform for your whole team
Meaning your new site can be up and running quickly.
Download FCA ready audit reports
Helps site pages rank higher on search engines.
Reliable hosting and ongoing support
Keeps your website live and functioning once launched.
High level of security built into platform
Safeguarding your data and trust.
Case Study - Client Plc
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