Ipreo
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      • For Private Capital Markets
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          • Valuations – Leading you through today’s complex valuation maze with efficient, timely, accurate, auditor-approved reporting.
          • Monitoring & Analytics – Our portfolio monitoring and analytics tools give you the insights you need to succeed.
          • Investor Reporting – Enhance your investor portal with a polished, streamlined user interface with the functionality your investors, partners and stakeholders expect.
          • Fundraising – Our best-in-class VDR provides a simple, faster, and more streamlined way to securely share sensitive information with potential investors during a fundraise.
          • Asset Monetization – Prism streamlines the document sharing process with an intuitive system that combines efficient workflow with maximum security.
      • For Banks
          • Banks
          • Origination Services – Full suite of applications and data to create pitch-books, analyze the markets, target investors, and manage roadshows
          • Syndication Services – End-to-end bookbuilding applications, syndicate connectivity solutions, compliance documentation, investor contacts & profiles, and virtual roadshows
          • Compliance Solutions – Effectively manage your accounts with Ipreo’s sales and trading solutions.
          • Research Solutions – Target your distributions, create innovative, eye catching content and follow up using real-time tracking statistics
          • Sales & Trading – Effectively manage your accounts with Ipreo’s sales and trading solutions.
          • Roadshow & Events – Ipreo’s state of the art event management and online roadshow solutions
          • Wealth Management – New-issuance solutions that foster productivity and efficiency for retail broker-dealers
          • Virtual Data Room – The seamless and intuitive nature of the product expedites transactional workflow, which in turn, enables clients to realize maximum value in any deal process.
      • For Corporate
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          • BD Corporate – The most comprehensive Investor Relations workflow solution available anywhere, built for Investor Relations from the ground up.
          • Corporate Governance – Arm yourself with the tools necessary to influence investors’ proxy voting decision-making with the industry’s most comprehensive CRM tool built for proxy & governance professionals.
          • Perception Studies – In-Depth Interviews. Rigorous Analysis. Best-In-Class Recommendations.
          • Global Markets Intelligence – Maximize the ROI of your IR efforts and prioritize IR activities based on best-in-class intelligence.
          • Global Shareholder Identification – The most complete picture of ownership and explanation of investor sentiment in the market
          • Shareholder Meeting and Proxy Services – Navigate the ever-changing landscape of global and local market, peer and institutional investor governance trends.
          • M&A Services – Ensure shareholders are identified, informed of the offer, and accept the offer in a timely manner.
          • Targeting Suite – Critical financial and portfolio analytics to maximize the return on investor outreach
          • FactSet for Investor Relations – Thousands of powerful datasets at your fingertips
          • FactSet for Corporate Development – Stay on the pulse of the markets that matter to you
          • M&A VDR – The seamless and intuitive nature of the product expedites transactional workflow, which in turn, enables clients to realize maximum value in any deal process.
      • For Buy Side
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          • Capital Markets Solutions – Ipreo provides an integrated set of tools and services to optimize buy side participation in the new issue process.
          • Corporate Access Solutions – Ipreo leverages its comprehensive institutional and corporate contact and profile database to provide integrated solutions for customer relationship management, event management, and corporate access.
          • Document Management Solutions – Easy access to deal documents, such as prospectuses, is essential in the investment process and often mandated by regulations.
          • Integration Services – Ipreo recognizes that connectivity into existing systems and processes allows our clients to increase efficiency and reduce risk.
      • For Private Companies
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          • Compliance – Rely on a cost effective technology solution to ensure best-in-class compliance and corporate governance that you can trust will adapt with your workflow
          • Shareholder Management – Maintain the highest standard of information control via a secure document/data repository that allows you to generate and deliver custom reports required by any 3rd party stakeholders
          • Capital Raising & Secondary Liquidity – Access over $1.5T of ready-capital and streamline the transaction process via holistic capital raising and secondary liquidity workflows
          • Performance Benchmarking – Drive business decisions with proprietary performance benchmarks and analytics backed by defensible data
          • Fundraising – Our best-in-class VDR provides a faster, more streamlined way to securely share sensitive information with potential investors.
          • Investor/Board Reporting – Enhance your investor and board portal with a polished, streamlined user interface with the functionality your investors, partners and stakeholders expect.
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Ipreo is not registered as a broker or dealer with the U.S. Securities and Exchange Commission (SEC) nor is it a member of a self-regulatory organization such as the Financial Industry Regulatory Authority, Inc. (FINRA) or of the Securities Investor Protection Corporation (SIPC). Outside of the UK, Ipreo does not engage in any activities that will require it to register as a broker or dealer in the jurisdiction in which such services are performed. Ipreo Limited is authorized and regulated by the UK Financial Conduct Authority under reference number 775369 on the Financial Services Register at http://www.fca.org.uk/register/.
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