Key Features
…Do Even More With Finhaven Suite
Use Finhaven Suite to message and communicate with your investors.
Your Suite already has its own CRM to manage relationships. You won’t need to pay for and integrate third-party CRMs.
Set guidelines on what tools each team member has access to on your suite.
Manage viewing permissions and track viewing analytics of your data room.
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.
Generate and issue statements and other documents for your investors.