Key Features: Real-time demand capture, Investor tiering, Secure bidding, Validations as per regulatory requirements, Manage Restricted Investors, Bid Analysis, Price Discovery, Allocation algorithms – Provisional & Final, Payment Management, Refund requirements, Sharebook creation, Audit trails.
Plan, schedule, and manage domestic and international roadshow activities. Send personalized email/SMS invitations to institutional investors with RSVP tracking and meeting confirmations. Deal Room management, Presentations and document management, Meeting management and webinar facilities, Reporting requirements for Issuers and regulators.
Enable secure, digital submission of institutional bids with complete control over bid pricing, quantity, investor categorization, and book status. Support both discretionary and proportional bidding models.
Auto-validate investor credentials, bid limits, price ranges, and compliance constraints. Eliminate errors and manual checks through built-in rules and exception handling.
Allow institutional investors to upload mandate letters, fund confirmations, compliance docs, and board approvals during bid submission.
Capabilities to do seamless due diligence checks on institutional investors through eKYC, AML, and PEP database integrations.
Capabilities to sync investor activity with CRM platforms to maintain bid history, engagement metrics, and investor intelligence.
Capability to do bi-directional integration with exchanges and internal systems for real-time updates, bid flow, confirmations, and final allocations.
Manage indicative Bid Analysis, demand curves, anchor book feedback, and price discovery. Configure provisional allocation rules, claw-back mechanisms, and final allotments.
Manage payments using virtual IBAN and payments reconciliation using account statement.
Automate refund instructions and settlement actions through payment integrations- ensuring transparency and speed.
Send real-time notifications and post-bid updates via email and SMS, including bid confirmation, price updates, and allocation results.
Our AI-enabled solutions enhance both investor and back-office operations with intelligent automation. Investor portals feature AI agents that provide 24/7 personalized support for onboarding, subscriptions, and queries.
Generate and export reports for capital market regulators and stock exchanges. Stay compliant with audit trails, access logs, and pre/post-issue disclosure templates.
Transparent pricing discovery, regulatory compliance, enhanced control for Book Runners and Lead Managers.
Digitally manage every component of the institutional IPO, from investor outreach to pricing, allocation, and settlement.
Ensure full compliance with Regulatory and Exchange guidelines through built-in checks and automated reporting tools.
Make real-time, data-informed decisions on pricing and allocations based on live book-building insights and investor feedback.
Strengthen relationships with institutional clients through transparent communication and a professional digital experience.
Minimize manual processing errors and bid validation risks with automated rule engines and secure system integrations.
Book a demo today or connect with our IPO product team for a personalized walkthrough.
