Resources

Reference Material for Syndication Teams

Guides, articles, and platform walkthroughs for commercial lending professionals. More content is being added regularly.

Guides

Step-by-step walkthroughs for every stage of the syndication lifecycle — from deal origination through close and loan administration.

Getting Started: Setting Up Your First Deal
Inviting Lenders and Managing Participants
Organizing Your Data Room for Due Diligence
Tracking Credit Appetite Across Your Lender Network
Closing a Deal: Allocation, Sign-Off, and Handoff

Coming soon

Articles

Practical perspective on commercial lending workflows, syndication best practices, and how technology is changing the capital markets process.

Why Spreadsheets Are Breaking Loan Syndication Teams
The Hidden Costs of Fragmented Lender Communication
How to Run a Secure Due Diligence Process
Data Room Best Practices for Complex Credit Facilities
What to Look for in a Loan Syndication Platform

Coming soon

Platform Walkthroughs

Short video walkthroughs showing how Debtigo's modules work in practice — for deal teams evaluating the platform.

Deal Management Overview (5 min)
Lender CRM: Credit Appetite and Call Logs (4 min)
Secure Data Room: Permissions and Audit Trail (6 min)
Loan Admin Portal: Covenants and Reporting (5 min)

Coming soon

In the Meantime

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Reference

Syndication Terminology

A quick reference glossary for common terms in commercial loan syndication.

Agent Bank

The lead bank responsible for structuring, syndicating, and administering a syndicated loan facility. Also called the arranger or administrative agent.

Syndicated Loan

A loan made by a group of lenders (a syndicate) to a single borrower, typically for large credit facilities that exceed what a single institution is willing or able to hold.

Credit Appetite

A lender's willingness and capacity to participate in a given deal, expressed as an indicative commitment amount and conditioned on acceptable pricing and structure.

Data Room

A secure, controlled repository of documents shared with potential lenders during due diligence. Access is typically governed by NDAs and role-based permissions.

Term Sheet

A non-binding document outlining the proposed terms and conditions of a credit facility, including pricing, covenants, fees, and conditions precedent.

Covenant

A condition in a loan agreement that the borrower must comply with throughout the life of the loan. Covenants may be financial (e.g., leverage ratio) or operational (e.g., reporting obligations).

Allocation

The final distribution of loan participation among syndicate members, determined after the bookbuilding process and confirmed at closing.

Borrowing Base

The maximum amount a borrower can draw under a revolving credit facility, calculated based on eligible assets (e.g., receivables, inventory) using agreed advance rates.

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