Frequently Asked Questions

Finhaven Suite is an all-in-one platform for managing customer relationships, customer onboarding, data rooms, contract execution, and cap tables. It simplifies customer interactions, ensuring secure document sharing, efficient contract management, and seamless onboarding experiences.

We’re introducing a new data room network concept, allowing you to showcase your company’s information to attract new opportunities. Access is customizable, so you can control who can view or download documents. We’ve built secure document sharing that includes an activity log to track who has accessed your information.

Yes, Finhaven Suite allows you to create customizable intake forms and workflows to match your specific business processes, providing flexibility in client onboarding and document management.

Onboarding your team is easy! Once you sign up, you can invite team members, and provide them access to various features, such as data rooms and CRM tools, through the platform.

We offer a subscription-based pricing model, with plans tailored to different business needs. Some features, like ID verification or additional data room storage, are charged on a per-use basis.