Vendor
Finsight
Company Website
- Allocate
Allocate by Finsight is a powerful business intelligence platform that transforms investor orders and allocations data into actionable insights. It helps issuers and broker-dealers understand investor behavior, improve syndication, and optimize execution in fixed income and equity primary offerings.
- Evercall
Evercall is a premium operator-assisted conferencing platform for investor calls, earnings releases, and virtual events, offering expert moderation, secure access, and real-time analytics to ensure professional and seamless communication experiences.
- CapEdge
CapEdge is a free platform offering fast, organized access to U.S. equity capital markets data, enabling users to search SEC filings, monitor IPOs, analyze earnings transcripts, and track institutional investor holdings with real-time alerts.
- 17g5.com
17g5.com is a secure, cost-effective virtual data room built to streamline compliance with SEC Rule 17g-5. It enables issuers, underwriters, and rating agencies to manage and share transaction-related information efficiently with robust security and 24/7 support.
- CreditFlow
CreditFlow is a fixed income data and analytics platform specializing in debt capital markets. It provides real-time insights, pricing data, and research tools for asset-backed securities, investment-grade, and high-yield corporate bonds. With dynamic charting, customizable alerts, and expert commentary, CreditFlow supports institutional investors, underwriters, and analysts in making informed decisions.
- DealVDR
DealVDR is a secure, intuitive virtual data room designed for M&A, due diligence, and investor reporting. It offers fast setup, advanced analytics, document redaction, and 24/7 support, with transparent pricing and a user-friendly interface that simplifies complex workflows.
- InvestorSet
InvestorSet is a secure document library that provides institutional investors with instant access to final deal documentation and ongoing reporting for fixed income securities, helping issuers and arrangers streamline investor communications, improve transparency, and support compliance with regulatory requirements.
- DealVDR
DealVDR is a secure, intuitive virtual data room designed for M&A, due diligence, and investor reporting. It offers fast setup, advanced analytics, document redaction, and 24/7 support, with transparent pricing and a user-friendly interface that simplifies complex workflows.
- Verisend
Verisend is a secure, cost-effective electronic document delivery and notarization service for capital markets. It enables seamless distribution of sensitive documents to investors and stakeholders, backed by 24/7 support and designed to meet the compliance needs of financial institutions.
- CreditFlow
CreditFlow is a fixed income data and analytics platform specializing in debt capital markets. It provides real-time insights, pricing data, and research tools for asset-backed securities, investment-grade, and high-yield corporate bonds. With dynamic charting, customizable alerts, and expert commentary, CreditFlow supports institutional investors, underwriters, and analysts in making informed decisions.