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Issuers

For bond issuers

Bond investor relations for corporate issuers

Bond investor relations for corporate issuers means knowing your debt investors, tracking comparable bonds and refinancing windows, and logging every investor call, so treasury enters each new issue with warm relationships instead of a cold list.
Corporate treasurer reviewing bond maturities and debt investor notes in a meeting room

01 Debt investors

A CRM built around credit investors

Treasury teams often know their bond investors through the arrangers. When the next issue comes, the list sits with the banks, and the issuer starts from what the book showed last time. That makes every issue feel like the first one.

Issuers gives treasury its own record. Each insurer, asset manager and credit fund has a profile with style (credit, income), size, contacts and every call and meeting. You see who participated in which issue as far as you know it, who asked about covenants and who has not heard from you since the last deal.

Between issues, the CRM drives a light rhythm: a call after results, an update after a rating action, an invitation when you plan a deal roadshow. Read more about the investor relations CRM.

02 Comparables

Debt comparables with a source on every line

Before you talk to arrangers about a new issue, you want a view of where comparable issuers price: coupons, maturities, yields and spreads of peer bonds in your sector and rating band.

The market intelligence module keeps a debt comparables table next to your peer group. Data comes from public filings and licensed sources, and each figure shows where it came from and as of when. Copilot can summarise what changed since the last review.

Comparables inform your own preparation. They are not a pricing recommendation, and the terms of an issue are set with your arrangers.

03 New issue

Run the issue from one workspace

The offering workspace holds the issue: target size, currency, timeline, documents and investor activity, next to the work of your arrangers and counsel.

  1. Step 1

    Plan the window

    Track your maturity profile and comparables, and set a timeline with owners in the calendar.

  2. Step 2

    Prepare investors

    Pull the credit list from the CRM, add new targets and brief management for each call.

  3. Step 3

    Share documents

    Open a data room with folder permissions, NDA click-through, watermark and view analytics per investor.

  4. Step 4

    Log the roadshow

    Every call and meeting is logged with participants and summary, ready for review by legal.

See the full bond issuance software workflow.

04 Offering formats

Rule 144A, Reg S and registered deals

Corporate bonds reach investors in different formats. A registered offering in the US is filed with the SEC. A Rule 144A offering is sold to qualified institutional buyers without registration, and a Regulation S offering is made outside the United States. Many deals combine 144A and Reg S tranches.

The format decides who your team may contact and what materials they may share. Issuers lets you tag each offering with its format and tag investors with type and geography, so outreach lists and data room access can follow the restrictions your counsel sets. The workspace does not decide eligibility for you.

Issuers is software for issuers and gives no legal advice. Your counsel and arrangers decide the offering format, the selling restrictions and investor eligibility. Issuers does not place or sell securities and is not a broker dealer.

05 Plan

Which plan fits a bond issuer

Plans for bond issuers
IssuerPlanPrice billed yearlyWhy
First-time or occasional issuerGrowth$499 per monthOne active offering, 2 data rooms, CRM up to 2,500 contacts
Regular issuerPublic$1,499 per monthDebt comparables, 5 offerings, disclosure workflow, 7 year audit trail
Bond programmes and groupsEnterprise$3,999 per monthMultiple issuing entities and programmes, SSO, 25 offerings

Monthly billing costs twice the yearly rate. Compare every limit on the pricing page.

Questions

Questions issuers ask before they start

How is bond investor relations different from equity IR?
Debt investors care about the ability to repay rather than upside. They ask about leverage, cash flow, liquidity, covenants, ratings and the maturity profile. The investor base is concentrated in insurers, asset managers and credit funds, contact is more episodic and centred on new issues, and holdings are much less visible than equity holdings. The work is the same at heart: know who the investors are, keep them informed and log what was said.
How do we keep debt investors informed between issues?
Publish results and credit relevant updates on time, hold a regular credit investor call or include a credit section in the equity call, keep a list of current and past bond investors with notes, and reach out before you need the market. Issuers keeps that list, the call briefs and every interaction in one CRM.
When should we start planning a refinancing?
Most issuers start well ahead of a maturity, often 12 to 18 months before, so they can choose a market window rather than be forced into one. Your arrangers and advisers set the actual plan. Issuers helps you track comparables and keep investors warm while you decide.

Related

Related tools in the same workspace

Start with a brief from your filings

Type your ticker and read a sample investor brief with a debt and refinancing focus. Plans start at $499 a month billed yearly.

Compare plans