Running an issuance on BookRunner

Your work email; you receive a sign-in link. No password. First time: your admin has invited you.

New issuance → family → documents → disclaimer → investors. The readiness rail on the right lists what’s missing; nothing goes out until it’s green.

Go Live shows how many investors will be reached and asks for your confirmation. It is recorded, with your name and the time.

Online means locked. Pause to change a document, a term, or the investor list; resume when done. Closed means frozen for good.

Five columns, book fill, “needs your attention” — with the reason, and a link into the conversation.

Shadow, Whisper, Handoff, Side-channel — what each does and what the investor sees.

One at a time, by circle, or by importing an export from your contacts.

Templates in English and Hebrew; teaser as PDF or image; QR code for meetings.

One message to every investor on the issuance when terms change.

What freezes, and where the Compliance Conversation Report and the teaser are.

Disclaimer text, messaging provider, default language.