Solution introduction

Supercharge your placement rounds

Our solution digitises and automates processes to enable greater deal distribution, while also reducing overheads and compliance risk. Unleash your power with your brand and our best-in-class placement management software

Technology that helps your business grow
One platform. Powerful placement management.

  • Digital deal workflow - End-to-end digital workflow, enabling you to execute more deals with the same or fewer resources, while minimising compliance risk, and tracking every interaction your investors make.
  • Invite, onboard, KYC - Digitally invite and onboard your investors. Our KYC/KYB and suitability checks are built out for institutional and retail investors types for over 60 countries.
  • NDA execution - Execute and manage NDAs digitally, with our integrated e-signature functionality.
  • Data room - Secure, digital data room for sharing diligence documents with interested investors. Can be placed behind a NDA firewall.
  • Order book management - Collect indications of interest, marked up termsheets, or directly book-build. Our digital platforms bring highly efficient order management to your placement process.
  • Document execution - Manage and execute completion documents, from shareholder agreements, to convertible notes, loan notes, or anything else that’s relevant to completing the deal.
  • Cash custody & escrow - As a custodian authorised and regulated by the FCA, we can act as the cash collection point during the subscription process.
  • Securities issuance - Our automated settlement system facilitates quicker and simpler completion of your raises.

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