New-issue investor order and allocation data

New-issue investor order and allocation data: pot lists and final allocations from bond and equity syndications, ingested and cleansed across deals and time, then augmented with new-issue pricing and over a dozen additional data points per record. Over $3 trillion of orders and allocations have been uploaded. The resulting panel resolves account-level demand — investor account type, deal, tranche, sector, date — against the allocation ultimately received, which is the layer between published price talk and published final terms that no public source carries.

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Coverage

Universe, instruments and categories.

Industry: Financial Exchanges & DataInvestment Banking & Brokerage
Instruments: fixed_incomeequitiesstructured_productsderivatives
Categories: AlternativeReferenceFundamentalPrice
Regions: USUKOtherEurope
Sample tickers: JEFFCMFDEDLRFNMAKEYBA.LHBWO

Dataset card

Type: not stated
Format: Tabular SaaS BI: customer-uploaded pot lists (Excel templates or other formats, cleansed and mapped), OrderBook integration for real-time allocation during live deals, cross-deal analytics with dozens of filters by date, deal, account type and sector, global views by tranche or by account, and export to Excel. Tenant-isolated with role-based permissions.
Volume: Over $3 trillion of orders and allocations uploaded (stated), which at typical allocation granularity of tens to hundreds of account-level rows per deal translates into the tens of millions of order/allocation records, each joined to deal pricing and account-type attributes and linked across deals and time. The value is not the row count but the cross-institutional linkage created by cleansing and mapping investor identities across uploads.
Users: ~2,000-8,000 seats across the FINSIGHT ecosystem (product copy states 'hundreds of the world's leading issuers and broker-dealers'; a 230-employee vendor with named enterprise clients such as Jefferies, CIBC, Canaccord, Blue Owl, Ford, Dell, Fannie Mae, John Deere, Hilton and BAE Systems at roughly 10-50 users per institution).
History: not stated
Update frequency: not stated
Growth: Active — the FINSIGHT suite is expanding across the deal lifecycle (Deal Roadshow, OrderBook, Deal Manager Portal, Allocate) with data flowing between modules, and the client roster spans banks, asset managers and major corporate issuers, indicating continued enterprise acquisition rather than a mature-static product.
Launched: ~2018-2021 for Allocate as a named module (inferred: FINSIGHT built the Deal Roadshow and Deal Manager products first and Allocate is the later analytics layer added onto the existing upload flow; the corporate record predates 2017 and the platform runs on FINSIGHT's own multi-tenant user infrastructure).
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

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