Manage the Whole Share Allocation Process
Centralised Allocation Management
DealBridge offers a centralised platform to manage the entire share allocation process, ensuring that all data is organised.
Investor Tagging
Easily tag orders to different tiered investors, allowing you to prioritise specific investors you want in the book and tailor allocations accordingly.
Allocation Scaling Table
Visualise the allocation process with an allocation scaling table, providing a clear overview of the best deal prices for execution and helping teams make informed decisions.
Key Benefits for Organisations
20hrs
Time saved each deal through faster deal execution and productivity
55hrs
Reduction in time spent in a typical month performing admin tasks
90%
Reduction in exposure to compliance risks
Why Use DealBridge for Share Allocation?
Learn how our platform can help your organisation
Improved Decision-Making
With features like the allocation scaling table, teams can quickly identify the best deal prices, enabling informed and strategic allocation decisions.
Enhanced Efficiency
DealBridge streamlines the share allocation process, reducing manual errors and saving time through automation and real-time updates.
Centralised Data Management
A single platform for all allocation data, making it easy to access and manage information, which enhances collaboration and accountability.
Allocating Shares FAQ's
What Is Share Allocation? Share allocation is the process of distributing shares among investors during a capital raising event, such as an initial public offering (IPO) or follow-on offering. It involves determining how many shares each investor will receive based on demand, commitments, and specific allocation criteria.
How Does Share Allocation Work? During share allocation, brokers, investment banks, and deal teams gather orders from investors and assess their interest levels. Based on this information, they strategically distribute shares, often prioritising certain investors or tiered commitments to ensure optimal participation and successful capital raising. This collaborative approach helps maximise investor engagement and enhances the overall efficiency of the allocation process.
How Does a Team Manage Share Allocation? A team manages share allocation by using centralised platforms like DealBridge to track orders, investor preferences, and commitments. This ensures efficient decision-making and streamlined communication among team members, allowing for a clear and organised allocation process.
What Are the Key Considerations for Share Allocation? Key considerations for share allocation include understanding investor demand, prioritising key relationships, and adhering to regulatory guidelines. Effective communication and transparency throughout the process are also essential to ensure fair treatment of all investors.
Why Is Efficient Share Allocation Important? Efficient share allocation is crucial for maximising capital raised and ensuring strong market performance. By accurately distributing shares based on demand and investor preferences, companies can foster strong relationships and improve overall investor satisfaction.
How Does DealBridge Support Share Allocation? DealBridge supports share allocation by providing a comprehensive platform that offers real-time visibility into investor demand, an allocation scaling table for optimal pricing, and tools for tagging tiered investors. This enables teams to manage the allocation process efficiently and effectively.