Upgraded & Integrated.
Consolidate your dealflow on Finalis. The only AI Compliance Platform with a built-in dataroom.
Why choose Finalis’ VDR for your deal operation
Turn our data room into your strategic advantage
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Finalis VDR
Frequently Asked Questions
Your back office got an upgrade. Learn how the Finalis VDR is integrated into yourcompliance workflow.
What is the Finalis Virtual Data Room?
The Finalis VDR is available to Finalis members. It is not sold as a standalone product. If you'renot yet a member, you can request a demo to see how the platform fits your practice
How is the Finalis VDR different from standalone data rooms?
The Finalis VDR is integrated into a FINRA-registered compliance platform. With Finalis, thedata room, deal workflows, and compliance live in one place. There are no per-room fees, nothird-party onboarding, and no exports needed at audit time.
Is the Finalis VDR FINRA compliant?
Yes. Finalis VDR is built within a FINRA-registered broker-dealer platform. Every action,uploads, downloads, permissions, and access is logged in an audit trail, eliminating the need formanual compliance tracking.
Who can use the Finalis VDR?
The VDR is available to Finalis members. Independent bankers and firms join Finalis to operateunder its broker-dealer infrastructure, with the VDR included as part of the platform.
How long does it take to set up a data room?
Minutes. Create a data room instantly, no vendors, onboarding, or contracts required. Setpermissions and start sharing documents the same day.
Does a data room need to be tied to an active deal?
No. You can create and use a data room anytime, no engagement letter or active deal required.
How do permissions work in the Finalis VDR?
Permissions are fully customizable. Assign roles (e.g., viewer, editor), control access at thefolder or document level, and manage users individually or in groups.
Can I track engagement in the data room?
Yes. Real-time analytics track investor activity, including views, downloads, and engagement atthe document level.
What tools are in the Finalis VDR?
The Finalis VDR includes secure document storage, granular permissions, real-timeengagement analytics, watermarks, and more—fully integrated in your AI compliance platform.
“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.”
