2 min read
Secondary placing success: how smart technology reduces risk and accelerates execution
Secondary placings leave little room for manual process. How automation cuts risk and time across sounding, wall-crossing, bookbuilding and settlement.

Not six spreadsheets and an inbox. DealBridge runs market sounding, wall-crossing, bookbuilding, allocations and trade confirmations in one place.

Manage every part of the transaction in one place, from share register analysis, market sounding and bookbuilding to share allocations and trade confirmations.
Approach gatekeepers and fund managers by templated email or logged phone call, and see at a glance who has been sounded, who has agreed and who is still outstanding.
More on market sounding
Watch the book as orders arrive: live status, level of cover and price scenarios, with every order attributed to the person who took it.
More on bookbuilding
Tag orders into investor cohorts, allocate in bulk or pro rata, and see the whole book on an allocation scaling table before you commit.
More on share allocation
Confirm allocations and settlement details to every investor in minutes, from the same platform the book was built on.
More on trade confirmations
Every action is timestamped, attributed to a named user and exportable in one click, so the compliance record builds itself while the deal runs rather than being reconstructed afterwards.
Each sounding is logged with the message sent, how it went out, by template email or a logged phone call, and the named person who sent it.
DealBridge sends transaction material only to investors who have agreed to be wall-crossed, and each agreement, wall-cross and cleanse is timestamped against a named user.
The whole record comes out in one click, the same export a live client's compliance team already uses, so nothing is pieced together from inboxes after the deal.
A mid-tier UK broker, February 2025 to May 2026
This client has run every placing on DealBridge since launch, across AIM and Main Market transactions. Each figure is drawn from the platform's own audit log, the same one-click export their compliance team uses.
Six things that change when the whole placing runs on one platform.
IPOs, accelerated bookbuilds and secondary placings, on UK and European small and mid-cap desks.
Run a joint transaction on a shared book with the other bookrunners, while your own sensitive information stays protected.
Live two-way order sync with Primary Portal, so orders land in your book without re-keying.
Sounding, wall-crossing, bookbuilding, allocations and confirmations in one place, so nobody rebuilds a spreadsheet to answer a question about the deal.
Templated approaches, bulk invitations and automatic data capture take the repetitive work off the desk.
We set the platform up and transfer your investor data, so your team is ready from day one.
Market sounding, bookbuilding and compliance, explained.
2 min read
Secondary placings leave little room for manual process. How automation cuts risk and time across sounding, wall-crossing, bookbuilding and settlement.
3 min read
Why manual wall-crossing is so error-prone, what it really costs, and how automated consent, live tracking and audit trails take the human error out.
4 min read
How to manage market soundings with confidence, control and full compliance, and where DealBridge takes the manual risk out of each step.
DealBridge
No obligation. Book a demo and we will set your desk up in a test environment.
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