How InvestorSet works
1
Issuer sets up an InvestorSet
It will contain all final transaction documentation and ongoing remittance reports.
2
Issuer approves an investor whitelist
It includes the most active institutional investors, enabling InvestorSet to provide immediate
access to listed investors without prior authorization.
3
Investors request access to a deal
If whitelisted, access is automatically granted.
If not on the whitelist, InvestorSet’s fanatical 24x7 support will seek timely approval from the issuer.
4
Access granted
Market participants will receive ongoing access and upload notifications. Capital markets bliss is achieved.
Access drives activity in capital markets
InvestorSet reduces friction and broadens awareness of your securities, which ultimately improves liquidity. Below are other benefits for each stakeholder:
Institutional Investors
Dealers & Arrangers
Corporate Issuers
Institutional Investors
Streamline access
InvestorSet enables broader access to deal documentation for your back office without lengthy approval processes or expensive subscriptions. All onboarded issuers approve an investor whitelist that enables instant approval for most institutional investors and their firm.Trade faster
InvestorSet enables you to instantly access the documentation you need to trade in and out of securities.Stay apprised
InvestorSet offers customizable email upload notifications at the deal level and supports programmatic access for automated downloading.
Dealers & Arrangers
Trade faster
InvestorSet enables timely access to the latest deal documents needed to effect a trade. What took a week can now take minutes for your sales team, traders and most institutional investors. Direct them to us.Improve targeting
InvestorSet provides ongoing connectivity to current and former holders of securities you arranged, better positioning you for ongoing support of your issuers in the secondary market.Trade more
InvestorSet improves the industry’s overall access to information, shortening the education process and improving ability to participate in off-the-run names.
Corporate Issuers
Broaden awareness
InvestorSet makes it easy for investors to explore new issuers and deals they are less familiar with. This can reduce friction in trading and during your next new issue process.Improve visibility
InvestorSet provides granular analytics on investor engagement. Enabling you to understand current, former and prospective investors across all your transactions in one place.Improve liquidity
InvestorSet enables dealers and investors to quickly align on the latest terms and transaction docs, bypassing nuanced compliance requirements and enabling them to effect a transaction faster.
An award winning technology platform
In an industry poll coordinated by Euromoney’s Global Capital, our company won the U.S. securitization
data and technology provider of the year awards two years in a row. We are aiming for a third.
Winner
Winner
Ready to learn more?
Get started or schedule a demo with a product specialist who can answer any questions and show you the platform.
