Transaction Workflows

Primary and Secondary

Transaction Workflows

Primary and Secondary

Integrate directly with CRM, invite unlimited collaborators, and manage information sharing with sophisticated multilayer permissions

Centralize and connect KYC, compliance overview, document execution and fundsflow processes.

Support for primary issuance, secondary assignment and hybrid transactions.

Data and Ledger

Data and Ledger

Digitally extract information from a variety of static source documents such as indentures, financial statements, notices and certificates.

Create asset masters directly from the source documents such as the credit agreement and maintain link back.

Use workflow and communication features to enrich data and prepare it for downstream processes such as valuations, reporting, audit.

Ongoing syndicate and portfolio management

Ongoing syndicate and portfolio management

Streamline communication between borrower, investors, agents and other counterparties, securely share notices and reporting.

Get reminders about lifecycle events, manage and send notices, perform amendments, consents/waivers.

Take advantage of total infrastructure management.

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