AGI.do

Services

What will AGI do for Securities origination products?

This subclass comprises assisting the issuers of securities (businesses and government) in creating their securities and in having them distributed to the investing public. The service may involve advising the issuer; purchasing securities from the issuer and selling them (underwriting); or acting as an agent in marketing the securities.

The work itself

Grounded Work Profile

Tools

  • Deal Origination CRMserviceBlueprint
  • Due Diligence Data RoomserviceBlueprint
  • Deal Structuring ModelserviceBlueprint
  • Prospectus Drafting SystemserviceBlueprint
  • Bookbuilding PlatformserviceBlueprint
  • Pricing Analytics EngineserviceBlueprint
  • Syndication Management SystemserviceBlueprint
  • Closing Management SystemserviceBlueprint

Outputs

  • Offering ProspectusserviceBlueprint
  • Investor Order BookserviceBlueprint
  • Pricing Term SheetserviceBlueprint
  • Allocation ScheduleserviceBlueprint

Measured by

  • Deal Execution TimelinessserviceBlueprint
  • Offering Subscription RateserviceBlueprint

Key steps

  • Pitch Financing SolutionserviceBlueprint
  • Conduct Issuer Due DiligenceserviceBlueprint
  • Structure Security TermsserviceBlueprint
  • Prepare Offering DocumentsserviceBlueprint
  • Build Investor Order BookserviceBlueprint
  • Price The OfferingserviceBlueprint
  • Allocate And UnderwriteserviceBlueprint
  • Settle And Close IssuanceserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Securities origination products

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Securities origination products connects

absorbs

  • Capital Raisingmodel
  • Regulatory Filing Preparationmodel
  • Securities Issuance Managementmodel

composes

  • Bookbuilding Platformmodel
  • Bookbuilding Systemmodel
  • Closing Management Systemmodel
  • Deal Management Systemmodel
  • Deal Modeling Softwaremodel
  • Deal Origination CRMmodel
  • Deal Structuring Modelmodel
  • Document Automation Systemmodel
  • Due Diligence Data Roommodel
  • Investor Relations Platformmodel
  • Pricing Analytics Enginemodel
  • Prospectus Drafting Systemmodel
  • Settlement Processing Systemmodel
  • Syndication Management Systemmodel

measured by

  • Allocation Accuracymodel
  • Deal Execution Timelinessmodel
  • Issue Completion Ratemodel
  • Offering Subscription Ratemodel

optimizes

  • Capital Raisedmodel
  • Distribution Breadthmodel
  • Offering Pricing Efficiencymodel
  • Order Book Coveragemodel
  • Pricing Tightnessmodel

produces

  • Allocation Schedulemodel
  • Investor Order Bookmodel
  • Offering Memorandummodel
  • Offering Prospectusmodel
  • Pricing Term Sheetmodel

realizes

  • Allocate And Underwritemodel
  • Build Investor Order Bookmodel
  • Build the order bookmodel
  • Close and settle issuancemodel
  • Conduct Issuer Due Diligencemodel
  • Conduct investor roadshowmodel
  • Pitch Financing Solutionmodel
  • Prepare Offering Documentsmodel
  • Prepare offering documentationmodel
  • Price The Offeringmodel
  • Price and allocate the issuemodel
  • Scope issuance mandatemodel
  • Settle And Close Issuancemodel
  • Structure Security Termsmodel
  • Structure security termsmodel

Go deeper

Explore Securities origination products

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