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Following is the process for a Preliminary Official Statement for a typical
municipal bond negotiated offering: 1) Underwriter sends investor list to i-Deal via email at os@i-Deal.com.
Preferred file format for the investor list is Excel, but we can work with any file format. The more information provided for each investor, the more useful the investor feedback report will be - see #11 below. Please include the following fields if available: investor's name, company, complete address, phone number, and salesperson. All investor lists are kept completely confidential. 2) i-Deal obtains email addresses for most investors by matching against its proprietary contact database.
i-Deal Prospectus maintains an extensive contact database of institutional investors. Our contact database currently contains over 10,000 investors, both in the U.S. and abroad. Included in our database is a comprehensive listing of underwriters for competitive municipal bond offerings. 
4) Issuer or financial advisor sends financial statements to i-Deal in
paper format (or electronic format if available.)
5) i-Deal will scan financial statements and convert them to PDF format.
Financials provided in electronic format will be higher quality and result in a smaller file size for the POS. 6) Bond counsel will send certain appendices to i-Deal via email when finalized.
Files from Bond Counsel
Acceptable file formats include Word, WordPerfect, WordPro,
PageMaker, Acrobat, Excel, Lotus, Quattro.
7) Underwriter's counsel will send remaining sections of POS to i-Deal via email when finalized.
Files from Underwriter's Counsel
Acceptable file formats include Word, WordPerfect, WordPro, PageMaker,
Acrobat, Excel, Lotus, Quattro.
8) i-Deal will typeset the cover page including logos and red herring language, if appropriate. i-Deal will then assemble the document and convert it to a single PDF file.  9) i-Deal will send POS via email to the review group for approval.
Review group can include representatives from bond counsel, underwriter's counsel, financial advisor, issuer, underwriter, and auditor. 10) Upon approval, i-Deal will send email notifications to the investor list.
Click here to view a sample e-mail notification. 11) The investor feedback report can be accessed to view investor download information.
13) Any paper copies are printed and sent within 24 hours.
Our financial printing service provides professionally printed and bound copies at extremely competitive prices. We use perfect binding, thicker stock for the front and back cover pages, and can accomodate multiple colors on the cover page. Shipping charges are billed at cost - there are never any hidden charges or markups. We also offer same-day turnaround.
Contact Us |
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Client Services 212-404-8104, 8:00 a.m. to 6:00 p.m. EST.
