Testimonial

 

Case Study

Business Type

Large/Mid Ticket

 

Company Size

40+

 

Location

Irvine, California

 

What They Needed

Our client is a mid/large ticket syndicator on the capital markets sell desk. Nexseer Capital has a strong capital markets business model and their interest in acquiring Syndifi was directly related to their goal to achieve a best in class syndication experience for their trusted parters. Nexseer sought to leverage technology with an online syndication platform to enhance the syndication experience for internal users and partners. Nexseer wanted to eliminate antiquated and unsecured methods that are prominent in older, more traditional syndication models like sharing sensitive information via email.

Sharing Sensitive Information via Email

 

Relying on analog syndication models

 

Time Wasted on
Antiquated Tasks

 
 
 

How We Helped

With the help of our Syndifi, our client can achieve their goal to deliver a best in class experience to their trusted partners and internal users without the many hindrances of the traditional analog and laborious processes. Our platform has enabled our client to prioritize user experience and rest easy with peace of mind knowing that they’re supported and empowered by an all-in-one cloud-based syndication platform. Syndifi provides clarity to what is a traditionally a complex and antiquated lending landscape. Our client now has the tool they need to truly syndicate smarter.

Best-In-Class
User Experience

 

All-In-One Platform with Built In CRM

 

Time to Syndicate Smarter

 

Syndicate Smarter