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Trade Confirmations

Automate trade confirmation emails for settlement after a capital raising event, and cut the process from hours to minutes.

DealBridge trade confirmations screen, with confirmation emails ready to send

Accelerate settlement with our trade confirmations process

  • Bulk sending of confirmation emails

    Speed up the process by sending confirmation emails to investors in bulk, so they receive all the information they need about their share allocations.

  • Share allocation details

    Give each investor clear details of their allocated shares, for both firm allocations and allocations subject to approval.

  • Personalised messages and next steps

    Add personalised messaging to the introductory section of confirmation emails.

Key benefits for organisations

Time saved on each deal through faster execution
20hrs
Less time spent on admin in a typical month
55hrs
Reduction in exposure to compliance risk
90%

Why use DealBridge for trade confirmations?

Learn how our platform can help your organisation.

  • Time savings on bulk emails

    DealBridge sends confirmation emails in bulk, significantly reducing the time spent inputting information by hand.

  • Customisable email templates

    The platform offers customisable email templates, so teams can easily adapt messaging to specific deals or investor preferences.

  • Seamless integration

    Trade confirmations work with every other part of DealBridge, giving one complete workflow for the capital raising process, from market sounding to confirmations.

Trade confirmation FAQs

What are confirmation emails?

Automated notifications sent to investors after a capital raising event, telling them how many shares they will receive. They include important details such as the share allocation, deal specifics and next steps.

What information is included in confirmation emails?

Each email sets out the investor's share allocation, whether it is a firm allocation or subject to approval, along with the deal details and the settlement information they need. Templates are customisable, so the messaging can be adapted to the deal.

What happens after confirmation emails are sent?

Investors review the information provided. Any required actions or next steps, such as payment instructions or settlement dates, are communicated, for a smooth post-allocation process.

Can confirmation emails be personalised?

Yes. DealBridge provides customisable email templates, so you can add personalised messaging to the introductory section of each confirmation email and make it relevant to the recipient.

How does DealBridge handle firm and indicative orders?

DealBridge works from the order book, so details from both firm and indicative orders can be included in confirmation emails. Investors receive accurate, complete information about their share allocations.

Can DealBridge send confirmation emails in bulk?

Yes. You can send confirmation emails to many investors at once, with the relevant allocation data included in each one, which cuts the time and effort of manual communication while keeping it accurate and consistent.

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Interested in hearing more?

Reach out to learn more about how DealBridge can help your organisation.