Overview

Underwriters must quote new issues accurately — balancing issuer expectations, market sentiment, and comparables — while defending those pricing decisions later. In municipal markets especially, that means scaling quickly, benchmarking comps, running 15c2-12 diligence, and tracking secondary behavior.

SOLVE gives underwriting teams the speed, transparency, and evidence they need. With tools for new issue scaling, comparable transactions, muni trade monitoring, and disclosure support, SOLVE helps you underwrite smarter and more defensibly in the markets SOLVE supports.

SOLVE OVERVIEW FACT SHEET

SOLVE powers today’s fixed income markets with intelligence and clarity.

View SOLVE Overview Fact Sheet

The Challenge

  • Tight timelines

    bids must be submitted quickly with little margin for manual research.

  • Sparse comparable data

    especially for unique or less-active credits.

  • Disclosure & regulatory risk

    15c2-12 diligence and fair pricing obligations require defensible evidence.

  • Post-issuance performance risk

    how the bond trades afterward can reflect on your pricing accuracy.

How SOLVE Supports Underwriting Teams

  • Generate indicative scales quickly

    with access to comps and comparable trade history.

  • Support fair pricing

    with embedded evidence from trade comps and secondary print data.

  • Streamline diligence

    with 15c2-12 analyses and disclosure support.

  • Monitor post-issuance performance

    to backtest and refine pricing methodologies.

  • Reduce process burden

    less manual spreadsheet work, faster pitch-to-bid prep.

Clarity in Numbers

All municipal

primary issuance scales available

Thousands

of new issue comps across muni markets

1.1M+

municipal bonds covered with secondary pricing data

900,000+

AI-driven predictive muni trade prices

Use Cases

  • Indicative Scale Generation

    Quickly build deal-specific scale structures (coupon, call features, yield) for bids using peer comps and market data.

  • Deal Structuring & Comparison

    Compare alternative structures (coupon, call features, maturity) with transparent benchmarks to pick the optimal format.

  • 15c2-12 Diligence & Disclosure

    Use SOLVE’s analyses to validate issuer disclosures, detect red flags, and document rationale in compliance with rule obligations.

  • Post-Issuance Monitoring

    Track how your deals trade post-issuance versus comps, providing feedback into future pricing decisions.

  • Issuer Presentation Transparency

    Present issuers with clear comps and rationale, supported by transparent, defensible data.

Relevant SOLVE Solutions

  • New Issue Pricing / Scales Tool

    Build and compare scales using historical and live comps.

  • 15c2-12 Analysis

    Reasonable disclosure diligence, red-flag detection, comparative deal intelligence.

  • SOLVE Ticker (Munis)

    Trade print visibility for comparables.

  • Secondary Market Pricing (Munis)

    Evaluated muni pricing to support fair pricing and disclosures.

Underwrite with clarity, speed, and confidence.

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Underwriting Teams