Syndicated loans and private credit
The modern operating layer for syndicated loans and private credit.
Syndication, loan administration and active portfolio management on one marketplace-driven platform, with intelligent market insights at every stage of the loan lifecycle.
Built for banks and institutional investors, with each participant seeing the information and workflows relevant to their role.
- 01
Drawdown request received from borrower portal
- Amount
- USD 40,000,000
- Value date
- 28 Nov 2026
- Lender shares
- 14 calculated pro rata
- 02
Checker reviews and approves before release
- Maker
- Agency ops · 09:42
- Checker
- Agency lead · 09:51
- 03
Notices issued and the record updated
- Funding notices
- Sent to 14 lenders
- Lender positions
- Updated
- Audit entry
- A-20931 · time-stamped
- Agent: full facility
- Lender: own share and notices
- Borrower: request status
Strategic investors
Backed by strategic bank investors
Built by the industry for the industry.
Customers
Going live with a major agent bank
LoanBook Administration is going live with a major agent bank, running its syndicated loan agency on the platform.
Network participants
250+ investors on the LoanBook network
USD 12bn+ in transactions processed on LoanBook.
Four solutions · One lifecycle
Start with one solution. Connect the rest over time.
Each solution works on its own and shares one record with the others. Start where the need is greatest; when you add the next, terms, lender registers and positions flow across without re-keying a single field.
- Primary01
LoanBook
SyndicateFind relevant lenders and manage syndication through allocation.
- Investor matching
- Deal & data rooms
- Allocation
- Agency & loan ops02
LoanBook
AdministrationManage facility events with controlled workflows and approvals.
- Notices & payments
- Maker-checker
- Covenants & consents
- Secondary03
LoanBook
TradeConnect buyers and sellers through competitive price discovery and managed trade workflows.
- BWIC / OWIC
- Matching engine
- Post-trade docs
- Self-arranged04
LoanBook
Direct FundingHelp borrowers and advisors organise lender outreach and funding execution.
- Self-arranged deals
- Lender outreach
- Advisor workspace
- 01 · Start
Start with one solution
Begin with the workflow you need most, using the web platform.
- 02 · Run alongside
Keep your core system
LoanBook can run alongside your existing core and loan systems, connected by APIs.
- 03 · Connect
Add the next workflow
Switch on another solution when ready. It reads the same record, so data is not re-keyed.
Who it is for
Built for banks and institutional investors.
Arranging banks, agent banks, bank lenders and institutional investors work from one record, with borrowers and their advisors connected to it.
LoanBook Syndicate
Find relevant lenders and run the book through allocation
Use market intelligence and investor matching to identify lenders, share materials in a permissioned deal room, manage Q&A and commitments, and allocate from one live book.
- Target
- Engage
- Book
- Allocate
LoanBook Administration
Manage facility events with controlled workflows and approvals
Run drawdowns, rate fixings, interest, fees, covenants and consents with maker-checker approval on every external action and a complete audit history.
- Set-up
- Prepare
- Approve
- Record
Syndicate · Trade · Administration
See matched deals and follow every position after close
Receive primary and secondary opportunities that fit your credit preferences, review documents in permissioned data rooms, commit or bid, and receive agency notices on the same record.
- Invite
- Review
- Commit
- Track
Syndicate · Trade · Administration
Relevant opportunities, secure diligence and a clear view of positions
Credit funds, insurers and pension funds set preferences to see relevant primary and secondary opportunities, carry out diligence in permissioned data rooms, trade through BWIC and OWIC auctions, and follow positions and upcoming interest and principal payments from the agent record.
- Opportunities
- Diligence
- Trade
- Positions
Direct Funding · Administration
Organise lender outreach, then manage the loan in one place
Borrowers and their advisors invite lenders, share information and track commitments, then submit drawdowns and compliance certificates through the borrower portal.
- Prepare
- Invite
- Commit
- Report
Proof
Live with banks today. Connected to 250+ investors.
The LoanBook network
250+investors — banks and institutional lenders — on one network
USD 12bn+transactions processed on LoanBook
Agency case study
Going live with a major agent bank
- Functional lock 18 modules, 250+ features
- Two UAT cycles Exit at zero P1 / P2 defects
- Integrations done Payment hub, core GL, market data, SSO
- Production go-live New originations on LoanBook
- Legacy migration Pilot, full book, then decommission
Insights
From the LoanBook desk
-
Active Portfolio Management Under Basel IV: the case for a digital loan marketplace
Secondary · PDF on request -
The Intelligent Syndication Platform: from market sounding to deal close on one platform
Syndication · PDF on request -
From Maker to Checker: how AI-led automation is redefining the loan agency function
Agency · PDF on request