Allocate standardizes your investor nomenclature upon uploading orders and allocations to the platform.
Standardize your investor nomenclature data
Allocate standardizes inconsistent nomenclature for easy side-by-side comparisons of investor engagement across deals, sectors, time and more.
Broaden analysis across dozens of data points
Allocate augments your pot lists with new issue pricing and over a dozen data points, for richer segmentation and analysis.
Apply role-based permissions
Role-based permissions ensure your pot lists are only accessible to the people and organizations you explicitly authorize.
Allocate exports contain our clean investor names and augmented new issue security details.
Export clean, client-ready reports
Allocate standardizes inconsistent nomenclature for easy side-by-side comparisons of investor engagement across deals, sectors, time and more.
Run in-depth analyses across pot lists and time
Allocate has dozens of filters and beautiful data visualizations for easy trend analysis across deals you’ve uploaded to our platform.
Supercharge investor outreach
Allocate empowers your Deal Roadshow marketing with real-time, data driven investor targeting lists.
For more information, read our Security Policy or contact us atcompliance@finsight.com.
Investor Targeting continuously generates target lists with recommended contacts from your top Accounts.
Generate predictive investor target lists on Deal Roadshow
“Investor Targeting” on Deal Roadshow generates real-time target lists and syndication benchmarking using your historical allocations and Deal Roadshow investor engagement analytics.
Analyze investor allocations across time on their Account profile
FINSIGHT investor mapping provides deep visibility into an Account’s entire engagement history across Deal Roadshow, Allocate, Evercall and more.
Leave notes for fuller context and easier collaboration
Share Account and Contact-specific notes across your team to create an organized, scalable archive for efficient communication.
Allocate to investors in real-time from online order submissions
Enable syndicate and sales teams to seamlessly manage investor orders and allocate shares during a new issue process with OrderBook, FINSIGHT’s book building solution. It’s secure, intuitive, easily shared, supports role-based permissions and is fully integrated with Deal Roadshow and Allocate.
Allocate is a business intelligence solution for investor orderbooks, pot lists and final allocations.
It enables broker-dealers and issuers to extract insights and analyze trends from historical investor engagement and buying patterns during a particular new issue syndication process or across their entire library of historical transactions.
Data from Allocate also feeds directly into Investor Targeting on Deal Roadshow, which continuously generates a predictive list of investors to target during an active new issue marketing process.
Pot lists can be uploaded to Allocate via excel template directly from the FINSIGHT Deal Manager Portal or by sending your files in any format to our Fanatical 24x7 support team.
Once received, our team will revert with an estimated completion timeline based on the number of pot lists provided and required clean up. Uploads will commence within 12 hours and we will seek clarity as necessary to ensure your pot list data is accurately mapped to FINSIGHT nomenclature.
Once completed, A FINSIGHT representative will be in touch to schedule a 1-on-1 walkthrough of the platform.
Only the people and organizations you explicitly authorize are able to access your pot lists on Allocate.
By default when a pot list in Allocate is linked to a Deal Roadshow, all Deal Managers on the Roadshow will also have access to the linked allocation (usually the lead left and/or the issuer on the deal). During the upload process, our team will confirm this information with you and will update permissions accordingly.
Allocate allows Deal Managers to export individual pot lists or aggregated lists of pot lists across deals and tranches.
Export an individual pot list via the while mousing over an allocation on the Allocations page.
Export an aggregated list of all of your pot lists by tranche via the on the Allocate “By Tranche” tab of Global Analytics.
Yes! One of the reasons our clients choose Allocate is for the ability to instantly filter by date, deal, account type, sector and more, then export those results to a clean, aggregated Excel file.
Export a filtered list of your pot lists for a particular investor via the on the Allocate “By Account” tab of Global Analytics.
Allocate by FINSIGHT is currently a FREE solution.
Should we roll out any pricing in the future, all Allocate clients will be updated in a timely manner by a FINSIGHT representative.