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Manage the entire transaction running process, including wall-crossing, book-building, allocation, and confirmations.
Streamline Your Transaction Process with DealBridge
DealBridge is the ultimate SaaS solution for brokers, designed to simplify and optimise the entire transaction process. From robust gatekeeper processes for secure and compliant wall-crossing, to efficient book-building, fair allocation, and accurate confirmations, every step is seamlessly managed. Save time, streamline workflows, and ensure full compliance with comprehensive record-keeping at every stage.
The DealBridge Workflow
Manage wall-crossing, book-building, allocation, and confirmations all in one seamless process
Wall-Crossing
BookBuilding
Allocation
Confirmation
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.
Manage the gatekeeping process
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
Coordinate and streamline the process of adding various types of orders to efficiently build and manage the book.
3) Allocation
Allocate shares to investors
Ensure the correct distribution of shares to the appropriate investors in alignment with their allocations.
4) Confirmation
Email investors to confirm placings
Notify investors via email to confirm their share placements and allocations.
Why use DealBridge?
An all-in-one solution
Manage wall-crossing, bookbuilding, and allocation in one central location.
Save time through automation
Benefit from being able to bulk manage wall-crossing emails and bookbuilding orders.
Reduce manual errors and mistakes
The all-in-one solution reduces the risks of manual errors and data getting lost.
Download FCA ready audit reports
Saving your team admin time having to manually create them.
Reliable hosting and ongoing support
Keeps the platform live and functioning.
High level of security built into platform
Safeguarding your data and trust.
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