Distribution Gateway
More distribution partners. One consistent product.
Present the same offer
Give approved partners the same current product terms and supporting documents. Help your commercial team avoid conflicting descriptions and make approved changes clear across channels.
Keep allocations in view
Connect partner requests to the amount available and the investors permitted to participate. Show which requests are accepted, which are waiting and what needs a decision.
Follow through to completion
A distributor accepting an order is only one part of an investment. Connect it to payment, delivery and ownership updates so your team can see the final outcome for each channel.
THE DISTRIBUTION JOURNEY
From approved product to coordinated channel activity
Follow an offering from partner preparation to completed investments. Keep product information, allocations and outcomes connected as more channels participate.
Prepare the approved terms, product identifiers and investor restrictions that partners need. Establish a common reference so each listing describes the same financial product.
Partner information pack
Draft- Product
- Example corporate note
- Terms
- Current approved version
- Investor requirements
- Included in the pack
An offering remains in preparation until the required reviews are complete.
Illustrative product workflow
Common Questions
Plan the path from your instrument to its distribution channels
