Primary issuance workflows have not adequately evolved over the past decade. Typical workflows have been too manual - negotiating deals, submitting orders, assessing investor demand, allocating issuance, and pricing deals – all communicated via telephone, email and instant messaging with little standardization.
Until now...
DirectBooks is the leading communications platform for deal data, documentation and information exchange in primary markets. Starting with investment grade fixed income, the platform delivers industry standardization and automation.
DirectBooks provides detailed communications through the issuance lifecycle including: streamlined workflows, structured deal data, and real-time updates.
By bringing standardization, efficiency, and automation to the communications workflow, DirectBooks increases productivity, provides greater controls, and improves consistency.
Institutional investors and underwriters involved in the primary issuance process.
Participants access a single distribution point allowing for the view of deals, communicating indications of interest, and receiving allocation information with real-time standardization.
