Move at the speed of the deal

Finalis Workflow Automation is an AI-powered platform designed to streamline the entire deal lifecycle for investment firms. It centralizes documentation, automates compliance steps, and enables faster collaboration across stakeholders. With real-time support and expert-backed infrastructure, firms can move from initial interaction to signing in under 30 days—reducing overhead and improving accuracy.

Technology built for execution As a member of Finalis, you’ll enjoy the benefits of:

• **AI-Powered Workflows: **Save time and increase accuracy of document review and submission
• **Streamlined Engagement Letter Process **Progress from initial interaction to signing in less than 30 days
• **Centralized Documents: **House all deal articles in one place for control and collaboration
• **24-Hour Wire Transfers: **Send and receive transparent, secure funds

Features

• Centralized Deal Workspace: Store and manage all deal documents in one secure, collaborative hub.
• Automated Compliance Steps: AI-driven workflows reduce manual effort and ensure regulatory alignment.
• Accelerated Deal Lifecycle: Progress from kickoff to close in less than 30 days with optimized processes.
• Expert-Backed Support: Access 24/7 guidance from compliance and deal execution professionals.
• Flexible Pricing Models: Tailored plans to fit firm size, deal volume, and compliance needs.