Company preparation
Company brief, readiness register, source inventory, and approved narrative.
Use cases
One transaction record, distinct responsibilities.
See how companies, advisers, investors, and control functions interact with the same evidence while retaining separate decisions and access boundaries.
Participant map
Responsibility does not collapse into the platform
Each participant sees and acts on the transaction record according to role, permission, and professional authority.
| Ref | Work item | Required evidence or output | Primary role | Responsibility |
|---|---|---|---|---|
| R-01 | Company team | Provide current company information, resolve readiness gaps, approve factual narrative, and control company material. | Issuer | Source owner |
| R-02 | Investment bank or adviser | Structure the mandate, assess information, prepare materials, manage review, and advise the client. | Adviser | Process owner |
| R-03 | Investor reviewer | Review permitted material, record questions, assess the opportunity, and make an independent decision. | Investor | Decision owner |
| R-04 | Control function | Review access, exceptions, evidence, deadlines, filings, or specialist matters within its authority. | Admin / specialist | Control owner |
Common sequence
A shared record with separate gates
The workflow can connect participants without implying that one party's review substitutes for another's responsibility.
- 01 / Prepare
Company readiness
Assemble the profile, financial package, diligence inventory, gaps, and approved narrative.
Exit: issuer package reviewed
- 02 / Structure
Mandate execution
Define workstreams, prepare transaction materials, manage senior review, and record release status.
Exit: authorized materials available
- 03 / Control
Access and diligence
Apply eligibility, NDA, permission, document access, and question-management requirements.
Exit: review boundary satisfied
- 04 / Decide
Independent action
Investors, advisers, issuers, and specialists complete their own approvals, advice, filings, or decisions.
Exit: decision recorded outside automation
Illustrative outputs
Work products remain editable and review-dependent
Transaction execution
Assessment record, presentation draft, evidence schedule, review comments, and release state.
Investor review
Permitted documents, question log, diligence notes, committee material, and independent decision record.
Important professional review notice
IBankCentral is a workflow, evidence organization, document generation, and analysis-support platform. Qualified professionals remain responsible for reviewing outputs before circulation or transaction reliance. IBankCentral does not provide legal, tax, audit, valuation, credit, regulatory, underwriting, or investment advice.