We build straightforward, secure software that helps bankers execute deals faster, drafting materials, organizing diligence, and streamlining communication, without changing how you work.
Generate first‑pass teasers, CIM sections, and emails from deal data and firm templates. Always editable and tracked.
Centralize questions, answers, and files so everyone stays on the same page: banks, clients, and investors.
Track lists, activity, and responses in one place. Send personalized notes that reference the right details.
Click files to view contents. AI responses use relevant context from these documents.
Connect your CRM, email, and data room. Finvase maps to your naming, templates, and deal stages so you don’t have to change habits.
AI proposes; you review and approve. Every change is logged with author, time, and context for compliance and learning.
For small teams trying AI on one live deal.
For boutiques with multiple deals in flight.
For larger firms that need depth and scale.
All plans include audit trails and export of your data at any time.
We connect to your existing storage and retain only what’s needed for the workflow you enable. Admins can export and delete data at any time.
We provide role‑based access, change logs, and red‑flag checks. Our processes align with SOC‑2 controls and investment‑banking record‑keeping norms.
Most teams connect CRM and email on day one, then map templates and deal stages. We recommend starting on one live mandate for quick wins.
Tell us about your team and deals. We'll tailor a walkthrough to your workflow.