DocullyVDR for Debt Syndication
Coordinate every lender in the syndicate, with on-platform voting for amendments and consents.
The Scenario
Coordinate the syndicate in one room
Debt syndication involves multiple lenders who each need due diligence access, and later, a coordinated way to vote on amendments or consents. Managing this across email and spreadsheets is how decisions get lost and audit trails break. The room needs to handle both the document-sharing phase and the decision-making phase — without forcing lenders into a separate tool.
How DocullyVDR Handles It
A step-by-step walkthrough
Set up the syndicate room
Create a data room with folders scoped per lender, plus shared folders for syndicate-wide documentation.
Manage lender due diligence
Give each lender access to the credit memos, financials, and legal documents relevant to their participation level.
Route questions through Q&A
Lender questions go through the structured Q&A workflow, so every question and answer is traceable — not buried in email.
Run votes on-platform
When an amendment or consent needs lender approval, run the vote directly in the room — no separate survey tool or email tally.
Keep everyone updated
Push deal announcements and updates to all lenders through the platform, so no one is working from stale information.
Features That Matter Here
Built for this workflow
On-Platform Voting
Run amendment and consent votes directly in the data room — a capability most VDRs don't offer at all.
Deal Announcements
Push updates to all lenders through the platform, so the syndicate stays informed without email chains.
Granular Per-Lender Permissions
Each lender sees only the documents relevant to their participation level — not the entire syndicate's materials.
Structured Q&A Workflow
Lender questions and borrower answers are threaded and traceable — creating a record for the deal file.
Full Activity Logs
Track which lenders are engaging with the due diligence materials — and which aren't.
Auto-Revoke on Expiry
Lender access shuts off automatically when the deal closes or their participation window ends.
FAQ
Questions about this deal type
Can lenders vote on amendments inside the data room?
Yes — on-platform voting lets the syndicate resolve amendments and consents without leaving the room or using a separate tool.
Can each lender see only the documents relevant to them?
Yes — permissions are set at the folder level, so each lender's view is scoped to their participation level.
How are lender questions managed during due diligence?
Through the structured Q&A workflow — every question is routed, threaded, and traceable, not lost in email.
How do I keep all lenders updated during the deal?
Deal announcements and updates are pushed through the platform, so the entire syndicate stays informed.