Brokers & Research Houses
DealBridge
Run the whole transaction in one place: wall-crossing, book-building, allocation, confirmation.
DealBridge handles the transaction process end to end. It covers the gatekeeper process for compliant wall-crossing, then book-building, allocation and confirmations, keeping the record you need at each stage rather than reconstructing it afterwards.
Why companies use it
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One place for the whole deal
Wall-crossing, book-building and allocation in one system instead of three.
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Bulk work, done in bulk
Upload the investor list, send market soundings in bulk, and log responses however they came in, including by phone.
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Fewer manual mistakes
The errors that come from moving a book between spreadsheets and inboxes stop being possible.
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Audit reports ready for the FCA
Download the record rather than having somebody assemble it after the fact.
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Permissions that match your desk
Set what each member of the team can see and do, so the right people have the right access.
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Hosted and secured
Kept live, supported, and built with the security this data needs.
The DealBridge workflow
- 1
Wall-crossing
Bulk upload the investors to be crossed, run the gatekeeper process, send market sounding emails or log how each investor was contacted, and collect responses into a compliance record.
- 2
Book-building
Place orders for crossed investors and manage the order types as the book comes together.
- 3
Allocation
Allocate shares to investors in line with the book.
- 4
Confirmation
Email investors to confirm their placings and allocations.
Interested in DealBridge?
Tell us a little about your company and we will come back to you with what it would look like.