Listing · FinBursa 360
Control opportunity presentationand distribution.
Create structured listings for funds, direct investments, co-investments, asset sales and secondaries. Control who can see each opportunity, gate sensitive information and optionally extend selected listings to FinBursa Access.
Listing
A controlled environment for presenting opportunities to selected audiences.
Listing brings opportunity presentation, audience control, interest collection and gated information access into one workflow, with optional distribution through FinBursa Access.
Private distribution
Present opportunities across your existing network.
Distribute a listing to individual investors or buyers, selected groups or a broader audience within your existing relationships.
Present an opportunity directly to a specific investor, buyer or counterparty without making it visible to a wider audience.
Use groups defined in Investment CRM to distribute listings to selected audiences based on the firm’s own segmentation.
Extend a listing across a wider group of existing relationships while retaining control over visibility, information access and timing.
Visibility
Control what each audience can see.
Separate listing-level information from sensitive materials and determine when additional information becomes available.
Control the opportunity information presented to each audience, including the relevant profile, terms and supporting information.
Keep sensitive documents behind controlled VDR access. An NDA can form part of the access process, while final approval remains with the firm.
Release additional information as an investor or buyer progresses through the process, from initial opportunity information through to full data-room access.
Interest
Qualify interest before releasing sensitive information.
Expressions of interest, soft commitments and access requests remain connected to the opportunity and the relevant relationship.
Capture investor or buyer interest directly against the listing.
Record indicative participation or soft commitments where relevant to the opportunity.
Review each request before granting access to gated materials and retain control over the level of information made available.
Optional reach
Extend selected listings when you choose to go wider.
FinBursa Access provides an optional external distribution channel beyond the firm’s existing relationships.
Extend a selected listing into the FinBursa Access network when broader investor or buyer reach is required.
The firm retains control over the listing information and sensitive materials made available through Access.
Investors or buyers who engage through FinBursa Access can flow into the relevant FinBursa 360 workflow for review and follow-up.
One suite
Listing stays connected to the underlying relationships and workflows.
Audience segmentation, opportunity information, documents and investor activity remain connected across FinBursa 360.
Investment CRM
CRM relationships and groups determine which existing investors or buyers can see each listing.
Audience control
Fundraising
Investor or buyer interest can remain connected to the relevant fundraising or asset sale campaign.
Campaign connection
VDR
Sensitive documents are shared through controlled, permissioned data-room access.
Gated information
FinBursa Access
Selected listings can be extended beyond the firm’s existing network through FinBursa Access.
Optional external distribution
See it controlwho sees what.
- Present funds, direct investments, co-investments, asset sales and secondaries
- Distribute to individual investors or buyers, selected groups or your broader existing network
- Control listing visibility and gated information access
- Capture expressions of interest and soft commitments
- Approve access to sensitive materials at the participant level
- Optionally extend selected listings through FinBursa Access