Allocate

Allocate is a business intelligence platform that transforms investor orders and allocations data into actionable insights for broker-dealers and issuers. It enables deep analysis of investor behavior across deals and time, helping optimize syndication, improve execution, and enhance investor targeting during new issue marketing.

Features

• Upload and standardize investor orders and pot lists
• Clean and map data with augmented new issue pricing
• Color-coded visualizations of investor engagement
• Dozens of filters for trend and segmentation analysis
• Role-based access and granular permissioning
• Export clean, client-ready reports and aggregated data
• Real-time investor targeting during new issue marketing
• Integration with Deal Roadshow and OrderBook
• Leave and share notes across accounts and contacts
• 24x7x365 onboarding and support

Capabilities

• Analyze investor behavior across deals, sectors, and time
• Generate predictive investor target lists
• Visualize order book dynamics and investor trends
• Track investor engagement across the deal lifecycle
• Enable real-time allocation management via OrderBook
• Export aggregated investor data for strategic planning
• Maintain a centralized, searchable investor database

Benefits

• Improves execution of fixed income and equity offerings
• Enhances investor outreach with data-driven targeting
• Preserves institutional knowledge across transactions
• Reduces manual data cleanup and reporting time
• Supports collaboration with shared notes and access controls
• Delivers fast onboarding and expert support at no cost