Finhaven Suite is the all-in-one platform designed for you and your team.
For Entrepreneurs, Lenders, Investment Bankers, Securities Dealers, Compliance Officers, and Fund AdministratorsÂ
Finhaven Suite optimizes your processes by centralizing your data to automate repetitive tasks
Key Features
Let's dive into the good stuff.
Investor Onboarding
Replace manual and paper-based workflows with online KYC forms and electronic signatures.
Virtual Data Room
Make sensitive information accessible without having to compromise security.
Digital Signing
Simplify how contracts are created, signed, and sent to your investors.
…Do Even More With Finhaven Suite
We're not done yet.
Easily connect with investors
Use Finhaven Suite to message and communicate with your investors.
Foster Relationships
Your Suite already has its own CRM to manage relationships. You won’t need to pay for and integrate third-party CRMs.
Curious to see who viewed your data room information?
Manage viewing permissions and track viewing analytics of your data room.
Assign specific roles to your team members
Set guidelines on what tools each team member has access to on your suite.
Notify Investors in Real Time
Whether this is a document they need to sign, a document they need to review, or a transaction you want them to confirm, connect with your investors in real-time with both in-suite and email notifications.
Send your investors the statements they need
Generate and issue statements and other documents for your investors.
Easily connect with investors
Use Finhaven Suite to message and communicate with your investors.
Foster Relationships
Your Suite already has its own CRM to manage relationships. You won’t need to pay for and integrate third-party CRMs.
Curious to see who viewed your data room information?
Manage viewing permissions and track viewing analytics of your data room.
Assign specific roles to your team members
Set guidelines on what tools each team member has access to on your suite.
Notify Investors in Real Time
Whether this is a document they need to sign, a document they need to review, or a transaction you want them to confirm, connect with your investors in real-time with both in-suite and email notifications.
Send your investors the statements they need
Generate and issue statements and other documents for your investors.
Easily connect with investors
Use Finhaven Suite to message and communicate with your investors.
Foster Relationships
Your Suite already has its own CRM to manage relationships. You won’t need to pay for and integrate third-party CRMs.
Curious to see who viewed your data room information?
Manage viewing permissions and track viewing analytics of your data room.
Assign specific roles to your team members
Set guidelines on what tools each team member has access to on your suite.
Notify Investors in Real Time
Whether this is a document they need to sign, a document they need to review, or a transaction you want them to confirm, connect with your investors in real-time with both in-suite and email notifications.
Send your investors the statements they need
Generate and issue statements and other documents for your investors.