Trade Capture Release.

February 2023

We are thrilled to bring you our latest book-building and primary allocation features. Stay on top of your loan book and proactively manage your investor interactions with real-time status updates and assistant tools to make informed decisions. Our Trade Capture solution innovates with 100% automated investor activity logs and dynamic dashboards. Trade terms, commitment, and allocation records can automatically feed downstream settlement and booking systems via APIs and our unique Investor Intelligence interface.

Read on to find out more!


All investor interactions at your fingertips.

Our book-building feature integrates all investor interactions seamlessly.

  • Track investor engagement progress across distribution channels and team members
  • Monitor investor statuses and assign engagement priorities
  • Consult investor engagement history and documents (teaser, NDA, etc.)


Capture and actively manage your loan book.

Say goodbye to multiple excel files, email threads and information asymmetry!

  • Consolidate all indications of interest, trade terms, commitments and allocations in one place
  • Leverage our dynamic book-building dashboard to manage and report your distribution activity in a click
  • Sort, filter, search and export your book-building dashboards for effective deal collaboration and reporting


Manage your primary allocations more efficiently.

Streamline and simplify your primary syndication with our cutting-edge allocation tool

  • Stream latest investor commitments in real-time
  • Simulate various scenarios to optimise investor allocation
  • Send automatic allocation confirmations to investors


Paving the way to straight-through loan processing.

Our Trade Capture solution sets the foundations for more effective deal and investor data processing, booking & settlement automation, and the development of advanced CRM, portfolio management and business activity monitoring dashboards.

Stay tuned for more!

Explore these updates with us!

Ready to take your loan distribution to the next level today? Put these new features into action by loading your investor activity into your deal sites now!

Contact [email protected] for a short demo session so you can learn some useful tips and make the most out of iLex’s features.