Finalis® is reimagining how deals get done in the private markets.
As the leading software platform for investment bankers, Finalis helps firms navigate regulatory compliance, streamline deal execution, and unlock new opportunities through automation and AI.
The platform provides a modern compliance and licensing solution that supports a wide range of private market transactions, including M&A, capital raises, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.
Through Finalis, bankers manage the entire deal lifecycle seamlessly. And with the Finalis Marketplace™, they tap into a trusted network to gain insights, collaborate, and source counterparties.
Founded in 2020 and scaling rapidly, Finalis supports hundreds of bankers and billions in transactions annually. Headquartered in San Francisco and New York, Finalis is on a mission to become the system of record for private market dealmaking.