Finalis
Finalis provides a technology-enabled platform designed to streamline private capital markets for investment bankers and dealmakers, focusing on regulatory compliance and back-office solutions. The platform utilizes compliant, technology-driven workflows to enhance deal management efficiency and secure wire tracking.
- Category: GRC
- Location: San Francisco, California, United States
- Founded: 2017-01-01
- Total funding: 10700000
- Website: https://finalis.com
Product & Features
- Provides an integrated technology platform for M&A and capital raising deal management.
- Offers AI-assisted tools for efficient engagement letter review and approval processes.
- Manages deals through a structured, in-platform compliance workflow from submission to clearance.
- Supports comprehensive FINRA supervision requirements and essential recordkeeping infrastructure.
- Includes capabilities for KYC/AML, due diligence, and marketing material review.
- Centralizes deal workflows to consolidate operational tech stacks and data.
- Facilitates transaction settlement and payment coordination within the platform.
Notable Customers
- Finalis Curated Network
Founders & Team
- Federico Baradello — CEO
Funding Rounds
- Seed — $10.7M (2022-07)
Investors
Similar Companies
Frequently Asked Questions
What is Finalis?
Finalis provides a technology-enabled platform designed to streamline private capital markets for investment bankers and dealmakers, focusing on regulatory compliance and back-office solutions. The platform utilizes compliant, technology-driven workflows to enhance deal management efficiency and…
What does Finalis do?
Provides an integrated technology platform for M&A and capital raising deal management. Offers AI-assisted tools for efficient engagement letter review and approval processes. Manages deals through a structured, in-platform compliance workflow from submission to clearance.
Who are Finalis's customers?
Finalis's customers include Finalis Curated Network.
Who founded Finalis?
Finalis was founded by Federico Baradello.
How much funding has Finalis raised?
Finalis has raised 10700000 across 1 funding round.
Who are Finalis's investors?
Finalis's investors include ANIMO Ventures, The Fund, Tribe Capital, Ulu Ventures.