Simple Intelligence
Business Apps · Coming Soon
Simple Allocate

Simple Allocate
ECM and DCM allocation workflow, modernized on Azure.

For Heads of Capital Markets Technology and syndicate desk leads at mid-tier investment banks running ECM and DCM mandates.

Equity and debt capital markets allocation runs on Dealogic, Ipreo, and FactSet IB workflow tools that pre-date the AI era. Simple Allocate brings agentic allocation logic, reasoning chains per investor, and regulator-facing audit trails to mid-tier syndicate desks. Council-governed; every allocation memo carries chain-of-custody.

Replaces Dealogic Ipreo (S&P) FactSet IB Workflow Manual allocation memos
Web Planned Copilot Planned
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What it does

Capabilities

Storage posture
Persistent (Postgres + pgvector)
Certification target
M365 Cert Tier 3
Distribution
Azure Marketplace
Status
Coming Soon

Want to talk it through?

Book a 15-minute intro call. No deck, no demo unless you want one. Just a conversation about whether Simple Allocate solves what you're working on.

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