InvestorLink

As paper trades, managers lose track. Then comes a vote. Or a new deal to place. InvestorLink keeps you in touch with a changing investor base.

Improve Investor Satisfaction

Deliver monthly reports & documents directly to
their inbox; satisfy investor demands for transparency & communication.

Execute Consents

Ensure critical amendments pass, with direct document delivery, online voting & tabulation tools, and targeted identification of non-responders.

Boost Liquidity

Better information improves liquidity. Give your investors more options.

Accelerate New Placements

Easily target existing holders when your next deal prints.

Our 100% amendment passage rate on 9 trusts is attributable to the DealVector network. Instant ballot delivery, electronic voting and real-time investor communications were essential to our success. Greer McCurley Nelnet

How it Works

  • Invite

    Create a branded, investor communication forum for holders of your deals.

  • Inform

    Upload deal docs, trustee reports, etc. to keep investors informed & drive registration.

  • Engage

    Market new deals, promote secondary trading/liquidity; execute consents/amendments.

Networks Improve Performance

Whether you want to improve liquidity on your existing deals, or more rapidly place your next ones, establishing a vibrant investor network creates opportunities.

image description Branded Investor Portal

With just 3 clicks investors link themselves to your deals…and you to them. Include the custom url on trustee reports to capture new investors as paper trades.

image description Secure Document Repositories

Post indentures, trustee reports, & other documents to password-protected online folders, reaching investors instantly. Set differing permission levels by folder. Meet 17g5 mandate for protected ratings agency access.

image description Direct Information Distribution to Investors

Unlock premium messaging for your deals. Your investors can initiate messages, docs verify and use all premium features without needing to upgrade. They’ll thank you.

image description Online Balloting

Deliver ballots 7-10 days faster than via DTC. Allow investors to complete, e-sign, and mail ballots online, increasing response rates.

image description Tabulation Tools

Manage vote counts online, not in Excel. Track pending votes from the moment they are completed until signed ballots arrive. Target custodians with low response rates. Save on expensive 3rd party tabulation agents.

image description Identity-protected Messaging

Open an online, confidential communication channel and unlock conversations that do not occur today. Create new avenues for addressing investor concerns, and new opportunities for trades.

Are you a holder who would be interested in asking an issuer to create an InvestorLink?