IPO research distribution made accessible.simple.efficient.compliant.secure.accessible.

ResearchRoom is a secure document e-delivery service dedicated to IPO research. It simplifies compliance without compromising your process and provides a seamless investor experience, backed by fanatical 24x7 support for all stakeholders.

No one does compliance better than ResearchRoom.
ResearchRoom’s deeply integrated checklist and audit workflows make checking off compliance requirements easier than ever.
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Automated checklists & stages

Pre-schedule the day and time research goes "Live" once mandatory setup steps on real-time checklists have been completed.

  • 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.
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
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Admins can manage investor access requests in real time from the "Manage Requests" page of your ResearchRoom’s settings.
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