For too long, issuers have lacked access to tools that market professionals use to evaluate financing scenarios. Without direct access to debt sizing tools, issuers are left in the dark, unable to efficiently compare multiple financing options or understand the full impact of new debt on their financial position.
One of the biggest questions issuers have is:
"If I issue new debt, how will this change my existing debt service?"
The reality is that issuers face strict limitations on how much debt they can take on, whether due to legal borrowing constraints, responsible fiscal policy, or both. But when debt is spread across multiple projects, accurately predicting its long-term impact becomes incredibly complex.
Without the right debt sizing tools, structuring debt remains a time-consuming process, one that often leaves issuers reacting rather than strategizing.
What if issuers had tools empowering them through the budget and issuance process? What if they didn’t have to wait for every scenario to run?
DebtBook’s Sizing feature is designed to empower issuers by giving them the ability to structure, analyze, and compare financing options in-house, in real time.
By eliminating guesswork and delays, issuers can make smarter, more informed decisions, ensuring their debt remains affordable, sustainable, and aligned with their financial goals.
For the first time, issuers have a tool that puts them in control of structuring their own debt.
And that changes everything.
Every time an issuer takes on new debt, they must carefully design the structure of that financing. New issue structuring is the process of determining the terms of a debt issuance: how much to borrow, how long to repay, and how debt service will be managed over time.
New issue structuring requires balancing affordability, compliance, and strategic financial planning to ensure the debt supports long-term financial health.
When structuring a new debt issuance, issuers must answer key questions, including:
Without a clear structuring approach, issuers risk taking on unaffordable obligations, paying higher interest over time, or violating financial covenants.
Sizing is a powerful structuring tool that allows issuers to compare, contrast, and analyze financing options before issuing new debt. It gives issuers the ability to model different scenarios, understand trade-offs, and make informed decisions–all in real time.
Since issuers have not had direct access to debt sizing tools, this lack of visibility makes it difficult for issuers to:
When structuring a debt issuance, issuers need more control, more visibility, and a faster way to evaluate their options.
With DebtBook’s Sizing feature, issuers finally have the ability to structure new debt issuances in-house.
With Sizing, issuers can:
DebtBook’s Sizing tool brings issuers into the structuring process, empowering them to make data-driven decisions faster and more efficiently.
For the first time, issuers have the ability to take an active role in structuring their own debt, ensuring every issuance is designed with clarity, control, and confidence.
Gone are the days when issuers have not had access to sophisticated bond structuring models. DebtBook’s Sizing feature provides insight that revolutionizes how issuers approach financial structuring.
“With DebtBook’s Sizing feature, I'm very excited that I don't have to rely on my municipal advisor for every little number run because I'm the type of person who likes to tinker. I like to see different options, I like to tweak them to get to where I want to go. And I understand having been on that side of the table that it can be a little cumbersome for them to receive ten different scenario requests and then five more and then maybe another three as you're fine tuning things. Having that ability to do that in-house, not having to build out the debt sizing in Excel, which can be a little bit cumbersome and a little ugly, is something
I'm very excited for moving forward.”
Issuers have traditionally lacked the ability to see how new financing will impact their broader debt portfolio.
DebtBook changes that by providing real-time, data-driven insights, allowing treasury teams to:
Whether structuring a new issuance or budgeting how additional debt fits within existing obligations, Sizing gives issuers the clarity and control they need to make strategic, data-driven decisions.
DebtBook’s Sizing module allows issuers to build structured debt models using multiple repayment structures, including:
With real-time market data integration, issuers can model multiple borrowing strategies and tailor structures to fit their financial goals.
Understanding how new debt will impact an issuer’s overall financial position is critical. DebtBook allows issuers to:
This real-time integration with an issuer’s debt portfolio enables faster, smarter decision-making.
Every financing decision has trade-offs. DebtBook’s Sizing tool allows issuers to view multiple structuring options side by side, helping them:
Once issuers identify the best financing structure, DebtBook makes it easy to transition from analysis to action.
DebtBook’s Sizing feature works seamlessly within DebtBook’s Debt Management Platform, providing issuers with a holistic, data-driven approach to financial structuring and debt oversight.
For the first time, issuers can structure, analyze, and compare new debt issuances using the same platform that already houses their existing debt portfolio. This gives them a clear, integrated view of their total financial picture.
Want to see how DebtBook’s Sizing feature can streamline your new issue structuring process?
Watch our 2-minute Feature Flash to explore how DebtBook empowers issuers to structure, compare, and analyze financing options, all using real data from their DebtBook profile.
Disclaimer: DebtBook does not provide professional services or advice. DebtBook has prepared these materials for general informational and educational purposes, which means we have not tailored the information to your specific circumstances. Please consult your professional advisors before taking action based on any information in these materials. Any use of this information is solely at your own risk.