Name

Finsight

Legal name

Finsight Group, Inc.

Website

https://finsight.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Capital Markets Technology

NAICS

Investment Banking and Securities Intermediation (52315), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Securitization & Loan Trading Enablement (Whole Loan Sales, ABS Data/Reporting) (FSAGAHAK)

Keywords

• Capital markets software
• Digital roadshow platform
• Virtual data rooms
• Fixed income market data
• Securities syndication tools

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription and Platform Licensing: Revenue generated from subscription-based access to various Finsight platforms including Deal Roadshow, DealVDR, CreditFlow, and other capital markets applications. Set-up fees, recurring fees, and per-use charges are mentioned in terms of use.
2. Transaction and Usage-Based Fees: Usage-based charges for platform usage, including overages and per-use charges in addition to subscription fees.
3. Free Platform Access: Some products like CapEdge and certain investor-focused services (ResearchRoom, VeriSend for qualified investors) are offered free, potentially serving as lead generation for paid services.
4. Professional Services: Billing for various service-related fees including set-up fees and one-time charges alongside recurring subscriptions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Finsight provides a cloud-native, integrated suite of capital markets SaaS applications — spanning digital roadshows (Deal Roadshow), virtual data rooms (DealVDR), fixed income market data and proprietary indices (CreditFlow with CFRx), SEC filings search (CapEdge), operator-assisted conference calling (Evercall), orders and allocations business intelligence (Allocate), syndicated loan management (LoanSend), electronic document delivery (ResearchRoom, VeriSend), corporate document libraries (InvestorSet) and SEC Rule 17g-5 compliance data rooms (17g5.com) — for institutional investors, investment banks and corporations globally.

Product overview

Finsight operates as a multi-product financial technology platform built around a portfolio of integrated applications for institutional capital markets. The core portfolio spans digital roadshows (Deal Roadshow), virtual data rooms (DealVDR), conference calling (Evercall), fixed income market data (CreditFlow), SEC filing search (CapEdge), loan syndication (LoanSend), electronic document delivery (ResearchRoom, VeriSend), investor document management (InvestorSet), allocation intelligence (Allocate), and SEC Rule 17g-5 compliance (17g5.com). Products share a unified infrastructure with fanatical 24x7 support, cross-product integrations (e.g., Allocate feeding investor targeting into Deal Roadshow), and shared compliance certifications including SOC 2 Type II, GDPR, HIPAA (DealVDR), MiFID II, and Rule 433.

Differentiator

Problem solved

Functional benefit

Brands

• Allocate: A powerful archive and visualization solution for final allocations of a new issue book building process.
• CapEdge
• CreditFlow
• Deal Roadshow
• DealVDR
• Evercall
• InvestorSet
• LoanSend
• ResearchRoom
• VeriSend
• 17g5.com

Products and services

• Deal Roadshow Digital roadshow platform for marketing deal and non-deal roadshows for equity, debt, municipal and private placement offerings, offering investor experience, streamlined underwriter workflows and insight into the syndication process backed by fanatical 24x7 support.
• DealVDR Virtual data room with robust permissioning, drag-and-drop uploading, unlimited users and pages, fanatical 24x7 support and a HIPAA-compliant configuration for designated transaction types.
• CreditFlow New issue deal database and search engine for global fixed income securities across ABS, investment-grade and high-yield corporates, browsable by region, industry, sector, sponsor and issuer, with proprietary CreditFlow Indices (CFRx) for U.S. new issue fixed income data.
• CapEdge Free platform for instantly searching millions of SEC (EDGAR) filings and earnings transcripts, providing access to over 20 years of historical data including insider and institutional investor ownership, real-time email alerts and organized critical insights.
• Evercall Secure, professional operator-assisted conference call service specializing in capital markets and corporate finance events, with fanatical 24x7 global support and integrations with Microsoft Teams, Zoom, Webex, Otter.ai and SwiftBridge.
• Allocate Business intelligence solution for investor orderbooks, pot lists and final allocations that enables broker-dealers and issuers to extract insights and analyze trends from historical investor engagement and buying patterns during new issue syndication, currently offered free of charge.
• LoanSend Intuitive syndicated loan management platform that unifies processes for all stakeholders across syndication, agency and secondary markets, empowering deal management, delivering insights and reducing regulatory risk.
• InvestorSet Document library for corporates to streamline investor access to deal documentation and periodic reporting, improving liquidity in secondary markets, with secure, cost-effective fanatical 24x7 support.
• ResearchRoom Secure electronic document delivery service for capital markets, offered free for qualified investors, backed by fanatical 24x7 support.
• VeriSend Secure electronic document delivery service for capital markets, offered free for qualified investors, backed by fanatical 24x7 support.
• 17g5.com Data room for SEC Rule 17g-5 compliance offering cost-effective management with email and audio uploading, free migration services from other providers and guaranteed savings versus comparable providers.

Quantifiable outcome

• Over $3 trillion in orders and allocations processed on Allocate platform
• +1 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• T-REXcoreStrategic or Co-development Partner · 1 April 2024In April 2024, Finsight acquired T-REX, a provider of a cloud-native platform for modeling and managing investments. The deal aims to expand Finsight's services in structured finance and market data with T-REX's modeling engines, strengthening capabilities in investment modeling and analytics.
• Amazon AWScoreTechnology or IntegrationAWS is used for hosting all Finsight platforms. Data is stored in SOC-2 certified data centers with real-time mirrored and encrypted backups in multiple regions.
• Google WorkspacesupportingTechnology or IntegrationGoogle Workspace is used as the email service provider and enterprise management platform across all Finsight platforms.
• SalesforcesupportingTechnology or IntegrationSalesforce is used as CRM communications technology across all Finsight platforms for customer relationship management.
• OktasupportingTechnology or IntegrationOkta is used as internal IAM (Identity and Access Management) technology across all Finsight platforms for secure authentication.
• TwiliosupportingTechnology or IntegrationTwilio provides communications technology across all Finsight platforms for messaging and communication services.
• ZoomsupportingTechnology or IntegrationZoom is used as webinar provider for the Evercall platform, enabling virtual meeting capabilities.
• WebexsupportingTechnology or IntegrationWebex is used as webinar provider for the Evercall platform as an alternative video conferencing solution.
• Microsoft TeamssupportingTechnology or IntegrationMicrosoft Teams is used as webinar provider for the Evercall platform for webinar and collaboration features.

Scale indicators5 records

Direct peers

• SS&C Intralinks: SS&C's Intralinks is a leading virtual data room provider for M&A and capital markets transactions, directly competing with Finsight's DealVDR. Both serve investment banks, law firms, and corporations with secure document sharing and deal workflow tools.
• Donnelley Financial Solutions (DFIN): DFIN provides capital markets and regulatory compliance solutions including document management, deal marketing, and SEC filing tools. It directly overlaps with Finsight's Deal Roadshow and DealVDR offerings for investment banking and corporate clients.
• Ipreo (now part of S&P Global): Ipreo was a provider of capital markets workflow, data, and analytics tools for new issue and investor targeting. Now part of S&P Global, it directly competes with Finsight's CreditFlow, Deal Roadshow, and Allocate offerings in the new issue and syndication workflow.

Emerging players

• DealCloud: DealCloud provides CRM and deal management software for investment banking, private equity, and capital markets. It overlaps with Finsight's investor targeting and pipeline management capabilities, particularly for PE/VC and advisory clients.
• Visible Alpha: Visible Alpha provides detailed company-level financial data and research aggregation for institutional investors. Overlaps with Finsight's CapEdge SEC filings and earnings transcripts offering, focused on buy-side research and consensus workflows.

Broad incumbents

• S&P Global Market Intelligence: S&P Global Market Intelligence provides broad financial data, analytics, and research across capital markets. Its capital markets workflow and data capabilities overlap with Finsight's CreditFlow, CapEdge, and Allocate offerings, though it serves a much wider use case set.
• Bloomberg Terminal: Bloomberg is the dominant financial data, analytics, and communications platform for institutional investors and investment banks. While not a direct competitor in roadshows or VDRs, it competes with Finsight's data and analytics offerings for institutional budgets and workflow attention.
• Refinitiv (LSEG): Refinitiv, now part of the London Stock Exchange Group, provides financial market data, infrastructure, and analytics across capital markets. It overlaps with Finsight's data products (CreditFlow, CapEdge) and competes for institutional investor and salesperson workflow budgets.

Others

• Loop Capital Markets: While not a direct software competitor, Loop Capital is a leading minority-owned investment bank that uses capital markets workflow tools. It is relevant as a buyer profile for Finsight's enterprise platform and illustrates the typical buy-side customer persona.

Regional players

• Anaqua: Anaqua provides IP and corporate legal workflow software, including securities filing and deal management tools. It overlaps partially with Finsight's DealVDR and InvestorSet offerings for corporate legal and investor relations teams at issuers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Finsight