See every client subscription as it happens.
When your issuing house runs on Tranche, you get a portal scoped to your firm, not an end-of-day spreadsheet forwarded by email.
You distribute the offering.
You should see the results.
Delayed visibility
Without a shared system, you learn about client subscriptions only when the issuing house sends a manual export, often after the market close.
Commission disputes
When attribution is unclear, reconciling which clients counted toward your book becomes a separate negotiation after the fact.
No direct investor status
Your clients receive notices directly from the issuing house. You are often the last to know when their payment is verified or allotment is set.
No performance data
Without a structured system, measuring the performance of your distribution team across transactions is impossible in real time.
Reference company portal
Log in at the same URL as the issuing house. Your navigation and data are limited to your company and the transactions you are party to.
Referral links
Generate links per campaign. Clicks and conversions are recorded so you can measure distribution effort. Subscriptions are attributed at intake, not reconstructed after close.
Client list & status
View investors who selected your firm at subscription, with payment and allocation status updated as the issuing house processes the transaction. No waiting for exports.
Reports & disputes
Download performance summaries scoped to your book. Raise attribution disputes when a subscription does not match your records with a documented audit trail, not a phone call.
How to join the platform
Reference company access is structured. You are registered by the issuing house per transaction, with your portal scoped precisely to your firm.
Request a platform introductionThe issuing house requests access
Your lead arranger or issuing house submits a platform onboarding request for their transaction. We set up the workspace with them, including which reference companies to register.
Your firm is registered per transaction
The issuing house adds your firm to the transaction configuration. Your referral link is generated and your team is granted access to the portal scoped to your company.
You get a scoped, live portal
Log in and see your clients in real time. Your data is isolated. You see only subscriptions attributed to your firm, for transactions you are a party to. Nothing more.