01 · LoanBook Syndicate · Primary
Primary syndication, end to end.
From market sounding to close — with the right lenders in the room. Market intelligence and our matching engine identify the lenders most likely to participate, based on appetite, ticket size, tenor and recent activity.
- Dedicated Deal Room
- NDA, data room, Q&A and the live book in one place
- 250+ investors
- Matched to each deal on appetite, ticket and tenor
- Seamless communication
- Between arrangers, bookrunners, lenders and agents
The problem
Syndication still runs on phone-around and spreadsheets.
- Today
Lender targeting from memory
Distribution lists built from relationships and old emails.
With LoanBookInvestor matching
Lenders scored on appetite, ticket, tenor and recent activity.
- Today
A book in five spreadsheets
Each joint bookrunner keeps its own version of the book.
With LoanBookOne live book
Commitments and allocations in one view for every bookrunner.
- Today
Q&A lost in mailboxes
Questions, NDAs and documents scattered across inboxes.
With LoanBookOne deal room
NDA, data room, Q&A and negotiation in one place.
The workflow
Nine steps. One deal room.
Prepare & target
Execute
Allocate & close
LoanBook Syndicate · 9 steps
Prepare & target
Market sounding & intelligence
Run a digital sounding to finalise terms
- Anonymous sounding to target lenders
- Feedback on price and structure
- Intelligence on comparable deals
Prepare & target
Digital terms
Build a deal teaser from our global database
- Term sheet from templates
- Teaser shared with matched lenders
- Version history on every change
Prepare & target
Investor matching
Engine and market intelligence pick suitable lenders
- Lenders scored on appetite, ticket and tenor
- Invite in one click
- Participation history in the investor CRM
Execute
NDA & data room
Sign NDAs and open a secure data room
- Click-through NDAs
- Permissioned folders by lender
- View and download tracking
Execute
Deal room
Collate soft commitments; centralise the workflow
- Soft commitments collated live
- One book for every bookrunner
- Status from every participation team
Execute
Q&A & negotiation
Work with bookrunners and agents in one place
- Questions routed to the right party
- Answers shared with all lenders
- Secure chat via Symphony
Allocate & close
Allocation
Allocate across multiple counterparties
- Scale-back scenarios side by side
- Allocations across counterparties
- Notifications to every lender
Allocate & close
Deal closing
Secure exchange to finalise transaction documents
- Final documents exchanged securely
- Signing status per party
- Closing checklist
Allocate & close
STP to back office
Clean data via APIs, straight into Administration
- Clean data via APIs
- Lender register into Administration
- No re-keying at hand-off
Matching engine
The right lenders, scored before you call.
Every lender on the network is scored on sector appetite, ticket size, tenor and recent activity — so arrangers spend less time chasing and more time building a quality book.
Suggested lenders · Meridian Energy TLB
1 INVITED- 94 match score Northgate Capital PartnersEnergy appetite · USD 50–150m tickets · 3 similar TLBs this year
- 89 match score Alder & Rowe CreditB/BB credit focus · 5–7y tenor · active in last 30 days
- 82 match score Halcyon Bank plcRelationship lender · GCC energy exposure below limit
- 77 match score Vireo Asset ManagementCLO manager · seeking USD-denominated TLB paper
- 71 match score Cardinal Finance AGInfrastructure and energy mandate · USD 25–75m
Start here, connect later
Works on its own. Stronger when connected.
Start with LoanBook Syndicate alone. Add any other solution when you're ready — it reads the same record, so nothing is re-keyed.
- Know more LoanBook Administration At close, terms, tranches and the lender register flow straight into agency and loan operations.
- Know more LoanBook Trade Sell down positions after close through BWIC and OWIC, with the register updated automatically.
- Know more LoanBook Direct Funding Smaller club deals run self-arranged, with the same matching and data room tools.
Key capabilities
Everything an arranger needs, in one deal room.
- 01
Investor CRM
Profiles, preferences and participation history built for loan syndication.
- 02
Matching engine
Lenders ranked by fit for every deal, from 250+ investors.
- 03
Market intelligence
Comparable deals and lender activity to set terms and targets.
- 04
Real-time book
Live feedback from participation teams and a current view of the book.
- 05
AI document insights
Actionable analysis of loan documents and term sheets.
- 06
Secure deal rooms
NDA-gated, permissioned data rooms with full activity tracking.