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Capital Markets

Accelerate issuances and ring the opening bell sooner

Simplify and accelerate the process to issue shares and debt by using a transaction management platform designed for legal transactions.

Legatics dashboard capital markets screen

Challenges in capital markets transactions

Creating and managing lists

Creating and managing document lists, completion checklists, and steps plans is a time consuming and manual process.

Managing documents

Documents are shared by email and stored in multiple places, making it harder to find the latest version and reducing collaboration.

Signing documents

Identifying parties and signatories, sending documents for signing and tracking progress is disconnected, increasing execution risk.

Creating closing sets

Bringing everything together from multiple places can take weeks, and creating closing sets for multiple parties can take even longer.

Solve these challenges by managing everything in one place

You don’t have to switch between documents, spreadsheets, email, and other tools to keep your transaction running smoothly. 

Legatics gives you the tools needed to collaboratively plan, organise, and execute your transaction in one place – no matter what type of transaction you are working on.

Greater deal transparency

From having everything in one place.

Improved client experience

Thanks to greater visibility and less confusion.

Accelerated closings

Due to increased deal momentum.

Our software helps
solve your challenges

Digital lists

Manage documents, actions, comments, statuses and more with our digital lists.

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Fine-tune the security of your transaction to ensure that only the right people can see lists, columns, rows, documents, comments and more.

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Signing view

Sign documents with our wet-ink tool, or send to DocuSign – all from your list.

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Get real-time insight into the progress of the deal and each list. Quickly see the actions you need to perform and keep work on track – all in one place.

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Use cases

Legatics can transform your capital markets transactions

View all templates

Board pack template screen

Board Pack

Organise your board pack and then send electronically or as a customised zip folder.

Completion checklist template screen

Completion Checklist

Track pre-completion, completion and post-completion items.

Documents list template screen

Documents List

Track and manage documents in your transaction.

Steps plan template screen

Steps Plan

Step out all of the documents and actions required for your legal process.

Try Legatics today

Learn how Legatics can streamline your transactions and improve your client’s experience.