We have been searching for a solid technology platform that would help us develop our pipeline, manage clients and gather data. We found that in Finalis! Finalis offering helps banks win more business utilizing their state of the art deal flow technology and tool integration from data room to CRM to email and more – all in one platform.”

I’m excited to follow Finalis’ innovation in the M&A and private placement space. By productizing the compliance back office for investment bankers, Finalis is going to enable a whole new generation of bankers to close more deals faster — all with less overhead.”

Finalis is the solution that many of us in the investment banking industry have been asking for. Its fully-integrated broker-dealer and deal flow technology platform is a game-changer and will be positive force for the industry in the years to come.”

It’s about time that a new compliance and technology platform like Finalis existed, which will improve and simplify our lives in investments and managing deal flow.”

As more capital flows into the private markets, there’s a tremendous need for a platform that delivers compliant transaction management. We’re very excited about Finalis’s entry into the market. Their solution will be incredibly useful not just in the U.S., but across the world, and including the Asia-Pacific region.”

Finalis leverages a compliance-first platform to drive scalable back-office solutions. Front-to-back integration allows bankers to close deals faster and at a fraction of current costs while mitigating operational risk. The platform also has the potential to drive transformational change by leveraging network effects across the industry.”