Market Soundings
Add attachments to wall cross request/market sounding
When creating a wall cross request/market sounding, you have the option to add attachments. See below for instructions: 1. Create your wall cross request/market sounding and proceed to the 3rd step "Wall crossing request". Expand the Wall cross ...
Import investor contacts from excel spreadsheet
This guide explains how you import multiple investor contacts to Logwise from Excel spreadsheets. 1. Find the import function On a market sounding project, click the tab "Add new recipients" and then the icon marked in red below. 2. Download the ...
Add multiple investors to a market sounding
Add multiple investors to a market sounding using the new group functionality. Create personal or shared groups of investors based on sectors or other categories and add them in bulk to a market sounding project. Learn how to create groups here. 1. ...
Time zone & time formatting
In Logwise several important date & times are communicated by email to recipients, especially during the market sounding process. The time zone and the time formatting can be controlled by your organization administrator at the settings page. View & ...
Export and download market soundings
To export the records of a market sounding, go to the 3-dot menu of the specific project and select "Export" Click the "Download" button to download the complete record in excel format or select any of the other download options to download any ...
How to update market sounding timestamps for wall-cross requests, cleanse messages etc.
There is an option for market sounding administrators to update timestamps related to a specific market sounding project. 1. Click on the icon "view communication history" to the right of each investor/market sounding recipient. 2. Click the 3-dots ...
Send email notification to Market Sounding Recipients
You may send customized messages to Market Sounding Recipients once they have been added. Click on the three-dot menu at the top right corner of the market sounding project and select "Email recipients". Select recipients based on their replies or on ...
Edit a Market Sounding
If you need to change information related to an existing market sounding you need to follow certain procedures. In Logwise, you have guided workflows for the following scenarios: 1. Update estimated time of disclosure 2. Update transaction ...
Manage a Market Sounding
When you are sounding investors on a potential transaction to gauge interest, volume and pricing there is a specific process which must be followed in order to gain a safe harbor for sharing inside information with investors. The following guide will ...