Ivory Consulting

Solutions

SuperTRUMP

Syndicate a single transaction or a small group of transactions >>

 

Portfolio Analytics

Syndicate a portfolio or a sub-group of transactions >>

 

Syndication

Ivory's SuperTRUMP and Portfolio Analytics products give those involved in Lease & Loan Syndication very powerful software to support the effort, whether from the buying side or the selling side.   Whether you need to syndicate a single transaction (SuperTRUMP) or an entire portfolio (Portfolio Analytics), or set up a Loan Managed Underwriting with multiple participations, Ivory's tools can make the effort faster, more accurate and transparent. 

Lease and Loan Syndication 

Individual Transactions or Across a Portfolio

  • Quick & easy input and manipulation of the deal
  • Enter transaction once, move sale date without reentry required ("Chop")
  • Easily match other pricing runs
  • Easily add "back leverage" 
  • Price many transactions at once
  • Add and subtract transactions from a portfolio without reentry
  • Unlimited number of tranches, with multiple start dates, rates, etc.
  • Buyer & seller views of the economics
  • Reports: Cash flow, amortization, accounting & summary
  • Outstanding support to address your question- complicated or simple

"Chop"

Input a transaction or read in a portfolio of transactions - SuperTRUMP and Portfolio Analytics can "chop" at any date, and calculate a price to a pre-tax or after-tax yield. If the sale date changes, simply chop again. SuperTRUMP and Portfolio Analytics can then display all cash flows that are a part of the chopped deal, including, if desired, all the tax implications.

Flexible Portfolio Pricing

Ivory's Portfolio Analytics provides easy management of groups of transactions. Select a group of  transactions for sale from within a portfolio of all available transactions. Chop, run termination values, override residual or expense assumptions, target a price to a yield. 

Syndication of a Managed Underwriting 

Originators may underwrite an exposure larger than they wish to hold.  To manage this exposure, originators will sell a portion of the assets, often for a gain to increase the overall yield of the deal.  SuperTRUMP makes it easy to structure and price these tranches to ensure hurdle rates on the remaining assets are met.  Reports lay out the economics for both buyer and seller.