Syndication Services
End-to-end bookbuilding applications, syndicate connectivity solutions, compliance documentation, investor contacts & profiles, and virtual roadshows
Learn more about how our solutions can support your success

Bookbuilding and Syndication

End-to-end deal execution applications for equity, fixed-income, and municipal securities issues and trading

  • Set up simple and complex deals, across all asset classes
  • Handle multi-tranche and multi-currency deals with ease
  • Communicate deal progress with issuer view mobile application
  • Execute multiple deals concurrently, collect orders from sales and other syndicate member banks, manage duplicate orders and coordinate allocation
  • Real-time joint books data sharing
  • Online order-entry

Virtual Roadshow

RoadshowAccess is an innovative platform used to create, broadcast and view virtual management presentations globally, for capital-raising events across all asset classes (equity, corporate debt, and muni debt) as well as for non-deal marketing activities.

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A user-friendly interface that captures all essential details of the deal and virtual roadshow


A real time interactive dashboard to administer and oversee the lifecycle of each service requested


A sophisticated and modern interface to view virtual content, leveraging state-of-the-art technology


Harness better intelligence with real time aggregated viewership reports, which also integrate directly with Ipreo’s bookbuilding applications


Debtdomain Compliance – As users of Debtdomain, our leading Loan Syndication platform, your colleagues are potentially exposed to Material Non-Public Information (“MNPI”). While this is an essential part of their investment workflow, inadvertent or inappropriate exposure can generate significant legal risk to you, your company and your investors. Our reporting and access control tools help you efficiently and effectively manage the ever-increasing challenge of regulatory compliance. Our flexible tools help you to monitor your firm’s deal site activity and pro-actively control access to MNPI, providing the ability to pull real-time reports of your team’s activities (including all exposure to MNPI) and to proactively prevent unauthorized access to MNPI

Comprehensive online library of US compliance certificates, including QIB, FINRA 5130/5131, 2111, & SMMP

Instant access to thousands of certificates from buy-side firms around the globe in a centralized library

Flexible delivery of certificates through: stand-alone application; integration with Ipreo’s bookbuild applications; data feeds

Quick turnaround of certificate requests

Investor Contact & Ownership Data

The industry’s best database of institutional contacts, ownership, and investor profiles

Virtual Data Rooms

Web-based system for securely and conveniently sharing confidential documents relating to deals.

Invite any number of internal and external parties – such as investors, regulatory bodies, rating agencies, consultants, auditors and lawyers – to a highly secure dataroom that offers easy to use, flexible tools for controlling and auditing access to specific documents

Populate your datarooms in minutes using our fast bulk upload and download or link documents from other deals


A unique community of member banks, linked via a web-based technology platform that gives syndicate-to-syndicate connectivity across the market.

Prepare for roadshows and ongoing investor outreach via our institutional investor dossiers

Keep up-to-date during the roadshow period with Ipreo’s Daily Market Wrap-Ups

Loan Syndication – Debtdomain

A web-based system for managing the loan syndication process from pitch to closing – including deal setup, pipeline reporting, investor CRM, sole and joint bookrunning, and allocation

Loan Syndication – Debtdomain: A web-based system for managing primary syndication, secondary trading and agency for syndicated loans.

Agency: Automate critical loan agency functions, including financial monitoring, secure document distribution and amendment voting in one integrated platform

Event Management

Streamline the planning and co-ordination of all your deal and non-deal events with Ipreo’s web-based suite of applications

Manage and plan the logistics of a conference on one collaborative online platform

Communicate effectively with all those involved in the roadshow planning process

View a list of requests and confirmed meetings once the coordinator has released the information

Save all roadshow information in one central repository, facilitating data mining and profitability reporting

Event Management Ipad Screenshot

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