Develop data-driven ideas that leverage integrated datasets evaluating comps/benchmarks, dynamic trend visualizations and comparisons to historic market metrics by issuer, underwriter or sector
Analyzing complex investor activity, comparing offering structure and pricing scenarios, highlighting performance trends and preparing pitch materials showcasing differentiated capabilities
Instantly access new launches and updates to previously announced deal terms with complete transparency into activity across all offering types
Leverage real-time and historical data delivered via our user-friendly app, Excel or direct integration via CMG’s API/data feeds
Gain unique insights by tracking the market’s most prominent institutions, from cornerstone investors to sector-specific VCs to liquidity events for private equity firms
Combine proprietary pot list information with public ownership data to inform investor targeting analysis
Gain a single view of a real-time, consolidated syndicate order book that features direct connectivity to qualified investors
Consolidating demand across multiple unsynchronized order books, eliminating redundant indications of interest, updating issuer management, integrating investor engagement data and collaborating on drafting allocations
Draft, review, and publish compliant offering profiles for qualified relationships
Facilitate dynamic bookrunner collaboration and eliminate the traditional process of swapping books by drafting and releasing allocations to investors, all while preserving a digital audit trail
Enjoy bidirectional connectivity with qualified investors via a neutral platform providing efficiencies to the entire ECM ecosystem
Integrate investor engagement insights (roadshows, TTW, etc.), query demand by custom parameters such as investor and limit type and combine with additional proprietary investor attributes
Spend more time cultivating investor relationships and less time administering indications of interest
Soliciting indications of interest across multiple offerings, chasing non-responsive accounts, prioritizing accounts for meetings and confirming allocations
Receive digital indications of interest directly from qualified relationships, with built-in compliance checks and alerting
Manage offering-specific certifications to ensure investor compliance
Streamline expense management while gaining comprehensive accounting and final settlement capabilities
Aggregating expenses, adjusting for offering incentives and fees and generating final settlement letters
Access all P&L inputs in one place
Streamline processes by enabling syndicate participants to submit expenses directly
Generate and export underwriter-specific final settlement outputs ready for external distribution
Perform enhanced oversight with a digital audit trail for all offering-related requirements and communications
Overseeing investor certifications and eligibility to ensure proper distribution of offering-related documentation and deal-specific reporting
Utilize compliance tools to easily manage, audit and track attestation statuses, including 5130/5131 and QIB forms
Leverage tools for prospectus delivery and offering memorandum distribution, with built-in reporting and tools to eliminate redundant sends
Enjoy peace of mind knowing offerings are properly managed and fully compliant, with a digital audit trail inherent to the platform
