Case Study

What They Needed

Our client is a large ticket syndicator on the capital markets sell desk. With a large pipeline full of large ticket deals, it can be challenging to keep deals organized and communication direct. Sharing deal packages with lenders must be clean and concise despite deal complexities. Lenders expect to receive deal packages in a timely manner and they must be able to understand and disseminate deal information in a reader-friendly, uniform format.

Managing relationships and a full pipeline is time consuming. Without a central location or platform to store and track all deal activity, human error risks increase dramatically. Our client wanted to syndicate smarter by keeping track of deal activity, audit and implement deal feedback, and improve communication.

How We Helped

We understood our client’s needs. With the help of our platform, dealmakers can allocate time better and do more business to drive growth initiatives and streamline labor-intensive processes. Our CRM capabilities enables buyers and sellers to communicate on one central messaging platform to eliminate prolonged settlement times and miscommunication. Our deal reports track deal statuses so dealmaker’s are fully briefed on deal information. Syndifi provides clarity to what is a traditionally complex marketplace. Our client now has time to syndicate smarter.