04 · LoanBook Direct Funding · Self-arranged
Raise funding directly from lenders.
A direct funding platform for financial institutions, corporates and boutique debt advisors. Raise short and long-term funding with the same matching, data room and bookbuilding tools the arrangers use.
- 250+
- Investors to reach
- 2
- Ways to raise funding directly
The problem
Raising funding still means calling round the market.
- Today
Limited reach
Borrowers rely on the lenders they already know.
With LoanBookReach beyond the home market
Reach 250+ investors on the LoanBook network.
- Today
Intermediated by default
Smaller deals don't justify a full arranger mandate.
With LoanBookSelf-arranged deals
Run club deals and trade loans directly with lenders.
- Today
No infrastructure for advisors
Boutique debt advisors run mandates on email.
With LoanBookAdvisor workspace
A professional digital workspace for every mandate.
The workflow
Five steps from terms to close.
Prepare
Raise
Close
LoanBook Direct Funding · 5 steps
Prepare
Set up data room & terms
Key terms, teaser and documents in one place
- Key terms and teaser
- Permissioned data room
- Information memorandum upload
Raise
Match & invite investors
Lenders matched to your profile and deal
- Lenders matched to your profile
- Invite in one click
- Track who has viewed what
Raise
Bookrunning & investor CRM
Indications and commitments, live
- Indications and commitments live
- Investor CRM and history
- Coverage at a glance
Raise
Documents & Q&A
Questions, versions and negotiation together
- Q&A shared with all lenders
- Document versions tracked
- Negotiation in one place
Close
Allocate & close with agent
Final allocations and hand-off to the agent
- Final allocations
- Closing with the agent
- Hand-off into Administration
Start here, connect later
Works on its own. Stronger when connected.
Start with LoanBook Direct Funding alone. Add any other solution when you're ready — it reads the same record, so nothing is re-keyed.
Key capabilities
Two ways to raise funding directly.
- 01
Self-arranged loans
Club deals and syndicated loans run by the borrowing institution.
- 02
Debt advisors
Boutique arrangers running DCM mandates on their own workspace.