Voting Doesn’t Have to Be So Hard
Getting votes to pass an amendment or consent is time consuming, inefficient, and often falls short. DealVector saves time & improves results—increasing your odds of successful passage.
Improve Delivery
Our proprietary asset registry directly notifies registered holders, avoiding delays & delivery failures. DTCC & custodial contact tools ensure we reach non-registered investors.
Increase Response
Turn any document into an e-Ballot, making it easier for investors to respond, and for you to track results in real time.
Mind the Gaps
Spot missing votes by custodian and by beneficial owners using our exception reporting tools. Target specific non-responders for follow up to ensure all votes are counted.
Outsource the Headaches
Ditch the repeated phone calls, emails, and spreadsheets. Turn it over to DealVector, and we’ll do the rest. Or, license our software and run your own process more efficiently.
How it Works
DealVector supplements the DTCC notification system by delivering notices directly to investors and custodians.
Why This is Important
- DTCC notices pass through many systems and participants, with each transition an opportunity for delay or misdirection.
- Decision-makers often receive critical materials at the last minute or after the deadline.
- One-way notification does not allow for dialogue between investor and issuer.
The Solution
- Instantly reach the inboxes of front office decision makers of DealVector’s 1000+ firms.
- Follow up with 900 DTCC custodial participants to reach non-members.
- Proprietary e-balloting and tabulation software tracks results and pinpoints any missing votes.
The result is increased reach, increased communication, and increased success.
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
What Makes DealVector Unique
DealVector is the only information agent to operate a global asset registry and communication network of non-public holders, giving us direct access to investors with > $2T in holdings.
The DealVector Network
Our solicitation business is built on the foundation of our award-winning fixed income communication network. Over 1,000 firms have over $2T in positions on DealVector.
Registered Interests
The ability of investors to register interests dramatically increases the probability of uncovering matches.
Investor Outreach
We email and call every
investor registered on our platform who holds your bond to ensure receipt and understanding of materials. Plus we reach out to public holders who have not yet joined.
e-Ballots
Turn your legal document into
an online form, making it easier for investors to respond, eliminating manual re-entry of data, and capturing data days ahead of the final deadline.
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.
Custodial Network
Our contact database and automated email engine
allows us to reach out in a very targeted fashion to custodians with un-voted bonds. We combine this with old-fashioned relationship building.
Other Products
DealVector offers a suite of products that bring transparency to opaque markets.
