Testimonial
Case Study
Business Type
Large Ticket
Company Size
1,000+
Location
Toronto, Ontario
What They Needed
Our client is one of the largest sell side syndicators in the syndicated lending market. They syndicate 2.8 to 3 billion dollars a year. That’s a lot of volume given the size of their deals and the amount of assets that they manage of a regular basis. They needed a better way to share deal data and access deal reporting with feedback to increase deal visibility and to improve the security of transferring sensitive deal information and deal files to improve their operations and user experience.
No real way of receiving deal feedback
Unsecure transfer of deal information and files
Relying on unsecure emails to share deal information
How We Helped
Our client needed a solution to help manage all of their deal volume in an efficient way. Our platform has enabled our client to transform their inefficient model of operations by moving all deal information onto one central place to improving auditing, deal tracking, communication, and deal visibility. Our platform has simplified Element’s complex large deal pipeline and complex deal closing processes by protecting proprietary data, improving the distribution of deal packages, and increasing visibility across the entire deal pipeline. Element Fleet Management now truly is syndicating smarter.
Streamlined Communication
All-In-One Platform with Built In CRM
Deal Pipeline
Visibility