Case Study Pipeline & Trade Management Solution engage@tendelta.com Page | 1 Pipeline & Trade Management Solution Buy-Side Syndicated Loan Asset Manager Duration: 6 months Overview A buy-side client required a solution to manage early-stage syndicate deal pipeline activity (commitments, allocations, primary trading), secondary market trading and settlement, and deal or facility restructuring events, all with great efficiency, framed within the Everest (Black Mountain Systems) environment. Business Goals Implement a solution to: 1. Capture and manage all early-stage syndication activities, such as: • Lender commitment offers and lender allocations • Order management across portfolio management teams 2. Manage secondary market trading and settlement supporti

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