The PLAYBOOK for Capital Market Agents - Smarter Syndication 

📣 This release of “The Playbook” highlights how STONEHAVEN, LLC facilitates collaboration between and amongst capital markets agents.

❌ Industry Challenge
Capital markets agents are eager to team up, expand distribution, and supercharge origination—but where’s the tool that actually makes collaboration seamless? Most broker-dealer platforms stop at publishing mandate lists and member directories, leaving bankers and agents to cross their fingers and hope they align on a deal. But what happens after Day 1? At best, they cobble together a shared workbook—however, the problem is that’s not where syndicate members actually live and breathe every day. They’re in their own CRMs, not some external spreadsheet. The result? Deal leaders are left in the dark, frustrations build, and collaboration fizzles out before it even gets started.

✅ Stonehaven Solution
Stonehaven’s NEXUS operating system is a vertically integrated tech stack and infrastructure designed to make real collaboration a reality. With NEXUS, deal leaders can seamlessly market opportunities to other agents, build and manage syndicates in a structured way, and most importantly, stay fully in the loop on syndicate activity—all in one powerful tool. Syndicate members? They keep working in their own NEXUS environment, just like they do for their own deals. But from the deal leader’s perspective, everything flows together effortlessly—the syndicate member pipeline appears right alongside their own. The result? Crystal-clear transparency, smarter syndicate management, and unified reporting that keeps clients happy. Now that’s how collaboration should work.

Playbook Smarter Syndication