Streamline investor targeting, communication, bookbuilding and analysis of capital-raising activity
Institutional Sales and Trading
Spend more time cultivating investor relationships and less time administering indications of interest
Key Challenges
Soliciting indications of interest across multiple offerings, chasing non-responsive accounts, prioritizing accounts for meetings and confirming allocations
CMG Solutions
Investor Interest
Receive digital indications of interest directly from qualified relationships, with built-in compliance checks and alerting
Investor Participation Dashboard
Track investor activity, filter for covered accounts, search by investor or issuer, and acknowledge indications of interest and allocations
Built-In Compliance Tools
Manage offering-specific certifications to ensure investor compliance
