For ECM & DCM desks

The Relationship Engine for capital markets.

Instant Bloomberg (IB) records the order. BookRunner runs the conversation that gets you there. Hundreds of investors in parallel, every question answered in seconds, every thread progress-tracked, every relationship remembered — on every channel your investors already use: messaging, web, or voice.

What BookRunner does
01 · The Conversation

Answers every investor in real time.

Every investor question gets a document-cited answer in under ten seconds — on the channels where your bankers already work. No banker capacity bottleneck, no time-zone delay, no dropped thread.

02 · The Book

Helps you build your book in hours, not days.

One banker covers hundreds of investors per window instead of fifty — across every live issuance your desk is running. Nothing dropped, nothing forgotten, every thread progress-tracked, every escalation routed to the right banker at the right moment.

03 · The Institution

Your desk gets smarter with every deal.

Insight from every deal feeds the next one. Investor preferences, sector fits, past participation — captured as institutional intelligence rather than scattered across bankers’ personal devices. When a senior banker leaves, the relationships stay with the bank. Every conversation — whether it starts on messaging, web, or voice — feeds the same institutional memory.

Who it’s for

BookRunner is built for Equity Capital Markets and Debt Capital Markets desks at investment banks — teams running public issuances, bookbuilding live, and managing investor relationships across deals.

On the buy side, BookRunner Direct gives institutional investors a secure, private channel to every deal their banks bring to them — one connection, every issuance, available 24/7.

Purpose-built for the rhythm of a live book — not a CRM to log what happened, not a data room for investors to browse, but the conversational engine that runs the deal in flight.

What your investors see

Your investors get BookRunner Direct.

BookRunner Direct — your investors’ secure, private deal channel.

When you run an issuance on BookRunner, your investors get access to BookRunner Direct — our proprietary deal platform. Sign in with their existing corporate Microsoft or Google credentials. No password. No new app to learn.

One link is all it takes. Once connected, investors see every live issuance on the platform — not just the one they were first invited to. Available 24/7, answers in seconds, documents delivered inside the conversation.

See BookRunner Direct →
How we meet your compliance bar
01 · Regulated by design

Operates within the regulation of every market we serve.

Each market has its own rulebook — ISA, MAS, MiFID II, SEC. BookRunner is designed to configure to the regulation of the jurisdiction where each conversation happens: accredited-investor rules, disclosure requirements, retention obligations.

02 · Security built in

Encrypted, token-authenticated, isolated by tenant.

Token-based authentication — no passwords to leak. TLS 1.3 end-to-end. AES-256 encryption at rest. Tenant data isolated by row-level security enforced at the database, not the application.

03 · Fully auditable

Every conversation, on the record.

Every inbound message, every response, every banker intervention, every go-live authorization — logged immutably, timestamped, attributable, and fully searchable. One audit trail across every channel. Conversations are scanned for compliance triggers in real time. Your compliance officer’s dashboard surfaces everything that needs review.

AES-256 at rest·TLS 1.3 in transit·RLS enforced·Hosted in-region·Full audit log
How we sell

We don’t send a deck. We need 30 minutes.

We come in with five of your bankers in a room and show you BookRunner working on one of your own recent deals. Every banker’s phone receives a personal message from BookRunner. Every question gets a document-cited answer in seconds.

If you’d like to see it

See it on one of your own deals.

We reply personally within one business day·No funnel, no nurture sequence
BookRunner — The Relationship Engine for capital markets