New Issue Reports

POS-based municipal bond insights for underwriters, bankers, and sales teams.

Turn complex POS documents into actionable, 2-page summaries

New issue work moves fast. While your team has the Preliminary Official Statement (POS), no one has time to read hundreds of pages before a client call, sales meeting or internal review.

DPC DATA’s New Issue Reports transform key data from client-provided POS into a concise, 1 to 2-page PDF. It provides underwriters, bankers and due diligence professionals with a single, shared reference point for the bond issue.

This report does not replace the POS, it simply helps your team get to the right information faster.

Request a sample New Issues Report

Strict version control, built directly from your POS

A POS can change rapidly during the new issue process. To eliminate confusion, DPC DATA builds each New Issue Report directly from the specific POS version your firm provides. Your team always knows which source document was used, keeping all stakeholders aligned. A link to the document will be available on the final report as well.

The reports are designed for:

• Banker education: Quick onboarding on complex deal structures.
• Sales meeting prep: Fast facts for high-impact investor conversations.
• Due diligence workflows: Compliant, auditable summary trails.
• Internal coordination: A unified reference point across the entire deal team.

The New Issue Report can be white-labeled with your firm’s logo.

What’s included in a New Issue Report

We extract the critical data points your team needs, tailoring the format for both General Obligation (GO) and Revenue sector issues.

Each report can include:

• Proposed maturity schedule
• Call feature details
• General reference data, such as par amount, Bank Qualified status, and sale date
• MuniPOINTS summary
• Latest financial and operating data from the POS
• Comprehensive coverage through government or revenue report templates
• White-labeling with the client’s company logo and approved disclaimers

Alignment across every desk

Sales teams and bankers need to understand the features of a specific bond issue. At the same time, due diligence managers require an audit trail and the marketing department wants a polished, branded document. New Issue Reports ensure every department works from the same page.

Here’s who can benefit from these reports:

• Public finance underwriters. Equip bankers and sales teams with a useful issue summary without adding manual work for the deal team.
• Sales and trading desks. Accelerate prep time. Review structures, key dates, maturity schedules, and call features before customer conversations.
• Due diligence and compliance teams. Simplify internal reviews with a concise, reliable summary tied directly back to your firm’s specific POS version.
• Marketing teams. Deploy white-labeled PDFs that support internal education, sales prep, and client-facing bond marketing.

White-labeled for your brand

New Issue Reports can be white-labeled with your firm’s logo and approved disclaimers. The final product looks like an internal asset, not a third-party vendor document. For firms currently creating manual sales sheets, this solution saves time while maintaining brand alignment.

Fast turnaround

We offer standard delivery with reports delivered within 24 to 48 hours of POS receipt. Same-day delivery is available, depending on the time of day your request is received.

Why top underwriting firms choose DPC DATA

• Save hours of scraping: Stop wasting valuable analyst time digging through dense POS documents.
• Empowers sales desks: Provide a short issue summary before they talk to customers.
• Provides data consistency: Ensure everyone from the back office to the institutional sales desk works from identical facts.
• Standardizes your process: Maintain a repeatable, clean format across all GO and revenue issues.

The POS remains the gold standard

The New Issue Report is an operational summary, not an independent credit opinion or a substitute for your firm’s legal review of the full POS. It is designed to accelerate information discovery and eliminate manual digging.

See the New Issue Report in action

Send us a recent or sample POS, and DPC DATA will generate a complimentary New Issue Report tailored to your firm.

Frequently Asked Questions

What is a DPC DATA New Issue Report?

It is a polished, POS-based PDF summary designed for municipal bond underwriters, bankers, sales teams, and compliance professionals. It condenses key information from a Preliminary Official Statement into a highly readable, 1-to-2-page document.

Does a New Issue Report replace the POS?

No. The POS remains the official source document. The New Issue Report acts as an accelerator to help teams find key details faster, but it does not replace the full POS or your firm’s internal review obligations.

Can these reports be customized with our firm’s branding?

Yes. All New Issue Reports can be white-labeled with your firm’s corporate logo, layout style, and legally approved disclaimers.

How fast is the turnaround time?

Our standard delivery window is 24 to 48 hours from the time you provide the POS. Same-day rush delivery may be available, depending on the time of submission.

What specific data fields are covered?

Reports typically include the proposed maturity schedule, call feature details, par amount, Bank Qualified (BQ) status, sale date, MuniPOINTS summary, and the latest financial and operating data extracted from the POS.