For issuing houses

Replace the Excel order book for your next issuance.

Configure the offering once. Collect subscriptions from every reference company. Reconcile payments, run allocation, and send notices without leaving one workspace.

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Secretariat teams chase transfer screenshots on WhatsApp, reconcile against spreadsheets, and mail allotment notices one attachment at a time. Tranche keeps subscription, payment, and notice data in one auditable register.

Operations perspective

End-to-end workflow

From draft transaction to settlement

Create

Set transaction terms, minimum subscription, receiving banks, reference companies, and programme documents. Save as draft until readiness checks pass.

Publish

Open the offering to investors via reference-company referral links. Retail and corporate paths follow the rules you configure for the instrument.

Collect

Subscriptions arrive with mandatory reference-company attribution. Non-QII investors pay on application; QII investors commit first and pay after allotment.

Reconcile

The secretariat workspace matches gateway and manual transfer evidence to subscriptions. Auto-suggestions speed review; every decision is permanently logged.

Allocate

Run allocation rules with simulation preview, import outcomes via CSV, or adjust manually before finalising. Version batches when terms change mid-offering.

Dispatch

Send allotment and confirmation notices in bulk. Investors receive email and download PDFs generated to your house templates.

Report & settle

Export subscription registers, allocation summaries, reference-company performance, and regulatory packs on demand. Coordinate refunds and issuing-house payouts with approval workflows.

Secretariat spotlight

Built for live offering weeks

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Payment matching queue

Auto-suggestions for every inbound transfer. Bulk verify, handle over- and under-payments. Every decision is permanently logged with operator identity and timestamp.

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Real-time dashboard

Live subscription totals, payment status, and oversubscription alerts during open transactions.

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Allocation simulation

Preview pro-rata or priority outcomes before committing. Version batches when terms change.

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Bulk notice dispatch

Generate and send allotment and confirmation notices in bulk. PDFs rendered to your house templates, delivered by email, with every dispatch timestamped.

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Step-up 2FA

High-risk secretariat actions require OTP re-authentication before committing.

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Joint arranger access

Read-only scoped access for co-leads and advisors, configurable per transaction.

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Register exports

Download subscription registers, allocation summaries, and regulatory packs on demand.

Ready to walk through your workflow?

We onboard issuing houses with platform support. Request access to see a demo mapped to your instrument types.

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