Our Solutions

Better tools for better execution.
Your time is valuable, we can help.

FINSIGHT offers a suite of fully integrated, best-in-class applications that streamline your workflow, reduce costs and provide unparalleled visibility into your transaction process. All are backed by our Fanatical 24x7 Support. Take them for a spin or schedule a demo

Allocate

Allocate

A powerful archive and visualization solution for final allocations of a new issue book building process. It’s secure, intuitive, yields incredible insights and is fully integrated into our leading Deal Roadshow platform.

CapEdge

CapEdge

Instantly search millions of SEC (EDGAR) filings and earnings transcripts and view insider and institutional investor ownership with over 20 years of historical data. Access critical insights, thoughtfully organized, with real-time email alerts. 100% free.

Deal Roadshow

Deal Roadshow

Industry-leading digital roadshow platform used to market deal and non-deal roadshows for equity, debt, municipal and private placement offerings. Great investor experience; streamlined underwriter workflows; unparalleled insight into the syndication process.

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DealVDR

DealVDR

An intuitive, lightning fast, secure virtual data room. DealVDR offers robust permissioning, drag & drop uploading, unlimited users & pages, and 24x7 fanatical support. Flexible 90-day (free) setup period and a 20% savings guarantee * over comparable data room providers.

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Evercall

Evercall

Evercall is a secure, reliable and highly professional operator assisted conference call service that specializes in capital markets and corporate finance events. It’s backed by fanatical 24x7 support and available globally. We’re ready when you are, schedule your call today.

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Finsight.com

Finsight.com

New issue deal database and search engine for global fixed income securities across ABS, IG and HY corporates. Browse by region, industry, sector, sponsor, and issuer. Highly accessible (mobile friendly) and intuitively organized.

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InvestorSet

InvestorSet

InvestorSet is a document library for corporates to streamline investor access to deal documentation and periodic reporting - improving liquidity in secondary markets. It’s secure, cost effective and backed by fanatical 24x7 support.

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VeriSend

VeriSend

VeriSend is a secure electronic document delivery service for capital markets. It’s secure, cost effective and backed by fanatical 24x7 support.

VeriSend is free for qualified investors.

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17g5.com

17g5.com

The leading data room for SEC Rule 17g-5 compliance. It’s cost effective and easy to manage with email and audio uploading. Using another provider? We guarantee thousands of dollars in savings and offer fast migration services free of charge.

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Additional Modules

These modules are additional stand-alone micro-services embedded into our applications.

DRS Live Video

DRS Live Video

Deal Roadshow now offers live video conferencing within your roadshow. Consolidate your workflow and leverage the power of video conferencing in our secure viewer, with unrivaled analytics backed by fanatical 24x7 support.

API

API

Access the most accurate and comprehensive new issue pricing data through the FINSIGHT API. It covers asset-backed new issues in the United States. Contact us today to learn more and request pricing.

BWICS & Inventory

BWICS & Inventory

Seamlessly explore BWICS & Inventory across the US ABS market. Search across actively trading and historical bonds and filter by Sector, Subsector, Dealer and other criteria. Export results in a clean and standardized format.

Loan-Level Data

Loan-Level Data

A web crawler that automatically tracks and converts from XML to CSV, SEC ABS-EE filings posted to EDGAR. These filings are posted monthly in the US ABS market and include loan-level performance data.

Portfolio Monitor

Portfolio Monitor

Keep a constant pulse on US ABS secondary activity for your most actionable bonds on an organized dashboard that leverages Finsight’s award-winning BWIC, Inventory and TRACE modules.

StratMaker

StratMaker

A web-based multi-level pivot table of US Auto ABS loan-level performance data. It provides instant, consistent and granular insights across loan level data of auto ABS issuers with public shelves.

TRACE

TRACE

Seamlessly explore TRACE data across the US ABS market. Search across historical trade details and filter by Sector, Subsector, and other criteria.

15-G Alerts

15-G Alerts

A web-crawler that automatically sends email notifications when new SEC 15-G filings are posted to EDGAR. It is a leading indicator of new issue launching in the US ABS market.