Origination Services
Full suite of applications and data to create pitch-books,
analyze the markets, target investors, and manage roadshows and events
Learn more about how our solutions can support your success

Pitch Builder

Dynamic report engine allows you to produce presentation-ready
pitch books effortlessly in minutes

Use flexible templates to specify
how the data is presented and the ability to add customized branding

Run multiple projects

Export into PowerPoint, PDF, Excel and Word files

Shareholder analytics, security analysis, and investor targeting reports available in data extracts
to Excel

Event Management

Streamline the planning and coordination 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 a single 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

Virtual Data Rooms

Web-based solution 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

Deals & Markets Analytics

Industry-leading deals data and expert analyst-based services to support the origination process

Custom analytics detailing new issuance volume and fundamental market performance that can be meticulously customized

Historical deals data, ownership information, upcoming deals calendar

Investor Contact & Ownership Data

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

Investor Profile Generation

Powered by Ipreo’s best-of-breed investor data, Profile Builder a versatile tool for creating investor unique customized profiles

User-friendly and versatile screening workflow

Comprehensive global ownership data, contacts and biographical content from the Bigdough database

Customized templates including multiple display options and client branding

Flexible output options available, including PDF, Excel, Word or PPT


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