No one does compliance better than ResearchRoom.
We worked closely with Clifford Chance to ensure our platform meets your standards.
ResearchRoom’s deeply integrated checklist and audit workflows make checking off compliance requirements easier than ever.
ResearchRoom’s deeply integrated checklist and audit workflows make checking off compliance requirements easier than ever.
Automated checklists & stages
Pre-schedule the day and time research goes "Live" once mandatory setup steps on real-time checklists have been completed.
Clean, exportable audit trails
View and export updated, detailed audit trails of investor and admin activity from the "Settings" menu in clean, client-ready formats.
Country specific restrictions
ResearchRoom sends automated warnings to investors with IP addresses in restricted countries and blocks access to research if they’ve self-certified in a restricted country of business.
Go live invite lists & email alerts
Build an invite list and custom email invitation for investors. Send test emails to see a sample before a room goes live.
Custom initial and post-closing disclaimers
Create unique disclaimers for investors to enter your ResearchRoom in "Initial Posting" and "Post-Closing" stages.
IPO research distribution just got better.
ResearchRoom provides everything you need for seamless, simplified pre-deal research distribution.
Administration
File Access
Security & Compliance
Analytics
Support
Instant ResearchRoom provisioning
Customizable country-specific restrictions
Customizable disclaimer for "Closing" stage
Stage users & permission groups before "Live"
Customizable user email invitations
Automated research stage scheduling
Allow investors to request access to new ResearchRooms in "Live" stage (if enabled)
Whitelisting research on "Explore" tab
by email & domain
Admins can manage investor access requests in real time from the "Manage Requests" page of your ResearchRoom’s settings.
A trusted provider for retail transactions.
FINSIGHT’s solutions, including Deal Roadshow, have helped hundreds of leaders reach the right people at key stages of their deals.
Ready to get started?
Schedule a demo with a product specialist who can answer any questions and show you the platform.