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 Administrators

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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.

Easily connect with 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.

Foster Relationships

Assign specific roles to your team members

Set guidelines on what tools each team member has access to on your suite.

Assign specific roles to your team members

Curious to see who viewed your data room information?

Manage viewing permissions and track viewing analytics of your data room.

Curious to see who viewed your data room information?

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.

Notify Investors in Real Time

Send your investors the statements they need

Generate and issue statements and other documents for your investors.

Send your investors the statements they need

Transform your business

operations with Finhaven Suite.

Pricing

And, we're reasonable with it.

Small

Free

Get started with limited access to our suite functions

Includes:

  • Setup and manage your individual and company profile
  • Create and manage 1 cap table*
  • Create and manage your data room with 10gb of storage
  • Access to Data Rooms
  • Manage customer profiles
  • Use platform messaging
  • Receive and e-sign documents

Medium

$149/Month

Gain access to all the core suite features that you need to streamline your processes

Includes all features of small and:

  • Invite up to 3 team members to collaborate
  • Create unlimited numbers of cap tables*
  • Access 100gb of storage in your data room
  • Set up onboarding workflows for customers
  • Manage your CRM, Client Profile and History
  • Request ID Verification (on-demand feature)

Large/Enterprise

Custom Pricing

Fully customizable suite with custom pricing based on your business' needs

Includes all features of medium and:

  • Configure your own documents for e-signing
  • Access an unlimited amount of storage in your data room
  • Dedicated onboarding and support

*Cap tables can be used as product sales and purchase records

We'd love to tour you around our Suite