In today’s corporate finance world it is a given that the Internet will play a role in marketing and servicing a deal. But managing a complex syndication requires more than just email or a document bulletin board—you need a tool that conveys information about the deal in a highly professional format, manages large syndicates and complex compliance rules efficiently, and offers unassailable security.
| Feature Highlights |
- User Friendly Features for Your Customers
- Smart e-mail hyperlinks to zip invitees directly to deal site with one click
- Speedy document viewing and downloading
- Explicit support for public/private information management
- Deal searching and sorting by publisher, sector, ratings, and pricing
- Full Integration with ACBS SyndTrak
- One click to create a Web deal site using ACBS SyndTrak deal and customer information
- Efficiently controlled deal site permissions at the firm level using customer status in ACBS SyndTrak
- Self-maintained contact details for updating database in-house
- Real time alerts to your salespeople and traders upon deal site activity
- Extensive Deal Site Content
- Structure, pricing, ratings, deal calendar, and selling points
- Special features for primary, secondary, agency, and amendment deal sites
- Information on formatted Web pages, not buried in documents
- Integrated LSTA/LMA confidentiality agreements
- "What's New" feature to highlight new deal site content
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| Key Benefits |
- Increased Efficiency and Error Reduction
- Deals managed internally and externally using a single, efficient system
- Elimination of double work to maintain non-integrated deal sites
- Reduced risk of permission errors resulting from maintaining redundant contact databases and permission schemes
- Self-declaration of public/private status by customers
- Valuable Market Intelligence
- Real time alerts when customers browse your deal sites
- Comprehensive access reports showing which pages and documents customers view
- Self-maintained customer profiles to automatically update ACBS SyndTrak database
- Highly Professional Deal Presentation to Customers
- Attractive and informative deal sites highly customized for the loan market
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Today’s most sophisticated loan arrangers navigate these challenges easily with ACBS SyndTrak Online. Introduced in 2003, ACBS SyndTrak Online has rapidly emerged as the most advanced and powerful online deal marketing system for the loan syndication and trading market.
Product Overview
ACBS SyndTrak Online extends the book building functionality of ACBS SyndTrak onto the Web. Using the deal and investor information already contained in ACBS SyndTrak, it enables clients to efficiently create secure “deal sites” on the Web for efficiently transmitting documents and other vital information about syndicated loans to investors, trading counterparties and holders. The creator (“publisher”) of the deal site determines exactly what content will appear and who can see it. Invitees to the deal site can access it from any computer with a Web browser.
One-Click Publishing and Control
The innovative connection between ACBS SyndTrak and ACBS SyndTrak Online enables efficiency and control that are not possible with competing solutions. Because all of your deal and investor data already resides in ACBS SyndTrak, you can launch a deal site on ACBS SyndTrak Online with literally one click. Behind the scenes, the system formats the Web pages, uploads the documents and sends email invitations to contacts linked to the deal. Withdrawing access for a whole firm is just as quick—just mark the firm as “Declined” in ACBS SyndTrak, and you’re done. This not only eliminates the double work of maintaining two contact databases and deal links, it also avoids the risk of mistakes in information access.
More than Just Documents
An ACBS SyndTrak Online deal site is much more than just a bulletin board for documents. Key deal characteristics such as facilities, pricing and ratings are stored and presented as discrete data elements—meaning your customers can search and sort the deal site content. ACBS SyndTrak Online deal sites also display a deal calendar and breaking news. A “What’s New” window quickly shows customers only the information that has changed since their last login.
Uniquely Interactive
With ACBS SyndTrak Online, your customers can expressly identify themselves as “public” or “private” investors, and the system will set their information access accordingly. Moreover, ACBS SyndTrak in your office is continually synchronized with ACBS SyndTrak Online on the Web. This means that your contact database is automatically updated when customers change their Web profile and that you can receive real time alerts when anyone browses your deal site.