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Finalis Data Room
Frequently Asked Questions
Here is everything you need to know about the upgraded Finalis data room: what it is, what's in it, and how it works.
What is the Finalis data room?
The upgraded Finalis data room is an easy-to-use data room integrated directly into our compliance and dealflow platform. It is purpose-built to help independent M&A bankers and placement agents consolidate and streamline their workflow.
How is it different from other data rooms?
The Finalis data room is the only data room purpose-built for independent M&A bankers and investment advisors. It is:
• Fully-integrated into your compliance and deal workflow, so you have full visibility into your deal from engagement letter to payout.
• Flexible, allowing you to set up a data room whenever you want, for whatever purpose you want.
• Modern, with real-time analytics, bulk folder uploads, easy document and folder renaming, email notifications, and an AI document review assistant
• Hassle-free, no chasing third-party vendors or audit trails.
What does it cost?
The data room is available to eligible Finalis members as part of their subscription package.
How many data rooms do I get?
You can open as many data rooms as you like, whenever you like, for whatever purpose you like.
How long does setup take?
Instantly. Create a room, configure permissions, and start sharing documents in minutes. No vendors, no contracts, no lengthy implementation process.
Can I bulk upload folders from my drive?
Yes. You can easily bulk upload or drag and drop folders directly from your drive into the data room, so you don’t have to reorganize. Your folder and file structures will stay the same.
Do you have real-time analytics?
Yes. Our data room lets you:
• Track activity at the document, user, and group level to assess investor interest.
• See who’s accepted invites and resend invitations from the same place
• Export activity reports directly from the dataroom.
Do you have a prep room?
Yes. Every data room comes with a private preparation room only visible to admins and editors. Use it to store foundational documents and organize, review, and finalize deal materials before sharing externally.
Can I control user and document access?
Yes. We provide granular permissions that allow you to control access down to the document level.
• Assign users roles as admins, editors, or viewers, and categorize them in groups or individually.
• Control document access at the folder, subfolder, or file level.
• Easily choose whether viewers see documents as watermarked or fully visible.
Does a data room need to be tied to an active deal?
No. You can create and use a data room at any time, no engagement letter or active deal required.
Does it have an AI for document review?
Yes. Finley AI, our AI assistant, is built into the Finalis dataroom. Finley quickly indexes documents in the data room, and helps you quickly surface answers to key questions.
Can I control access to Finley?
Yes. You choose whether to turn Finley on or off.
If I turn on Finley, who can use it?
Finley is currently only available to admins. This means editors and viewers can’t use it.
What is the full list of features in the Finalis data room?
The data room includes everything needed to run a clean, controlled deal process:
• Real-time analytics and exports
• Drag-and-drop uploads
• Bulk file & folder upload
• File, folder, and project renaming
• Granular permissions
• Finley, our AI assistant
• Email notifications
• Prep room
• Instant archiving
• Watermarking
• Branding
Is the Finalis data room FINRA compliant?
Yes. The Finalis data room is built within a FINRA-registered broker-dealer platform. Every action uploads, downloads, permission changes, and access events is logged in a full audit trail. No manual compliance tracking required.
Not yet a Finalis member?
The data room is included as part of Finalis subscription package. Request a demo to see how it fits your firm.
“The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a much larger institution.”
