InvestorSet

InvestorSet is a secure, cloud-based document library designed to streamline investor access to final deal documentation and ongoing reporting for fixed income securities. Built for issuers, arrangers, and institutional investors, it eliminates friction in capital markets by enabling fast, compliant, and transparent document distribution.

Features

• Instant setup of InvestorSets with final documentation and remittance reports
• Issuer-approved investor whitelists for automatic access
• Customizable email upload notifications at the deal level
• Programmatic access for automated downloading
• Dedicated email and recorded audio uploading
• Granular file and folder-level permissioning
• Keyword search across all file types
• Mobile-friendly interface and one-click access requests
• One-click bulk downloading and usage analytics
• 24x7x365 U.S.-based phone, email, and live chat support

Capabilities

• Enable institutional investors to access deal documentation instantly
• Support compliance with regulatory and investor communication standards
• Manage all repositories in one centralized, searchable platform
• Facilitate faster trading by reducing document access delays
• Provide issuers with visibility into investor engagement and document usage
• Allow bulk messaging to current and former holders

Benefits

• Accelerates investor access to critical deal information
• Improves liquidity by broadening awareness and visibility of securities
• Reduces administrative burden with automated workflows
• Enhances transparency and investor relations
• Eliminates costly subscriptions and lengthy approval processes
• Delivers a seamless experience for both issuers and investors