Simplified pre-IPO research distribution backed by a seamless investor experience.
All ResearchRoom users must consent to electronic delivery before accessing the platform.
- 1
Consents and declarations
To ensure compliance, all ResearchRoom users must take the following steps before viewing or accessing any reports:
- Consent to electronic delivery via ResearchRoom
- Self-declare their country of business
- Agree to a standard disclaimer
- 2
Access research reports
Investors can receive access to reports either via email invitation upon Go Live or by submitting a request from the "Explore" page at the option of administrators.
Both workflows give investors access via an email alert with embedded direct links to access research on ResearchRoom.
- 3
Agree to a deal-level disclaimer
Each time an investor accesses a research report, they must agree to a disclaimer set by ResearchRoom administrators.
Note: disclaimers may change from initial posting to after closing.
ResearchRoom is a secure document e-delivery platform for pre-IPO research distribution. From the creators of Deal Roadshow and DealVDR, ResearchRoom is compliant with the latest regulations and gives investors seamless online access to pre-detail reports and documentation.
ResearchRoom leverages virtual data room technology to make pre-IPO research distribution simple, secure and compliant with your local regulations. It offers integrated investor permissioning with country-specific restrictions and automated "blackout" and "go live" scheduling to streamline your process and provide complete control over distribution.
You can create a new ResearchRoom in minutes via the "Create Research" form on your Deal Manager Portal or by contacting our Fanatical 24/7 support team via phone or email.
By Email: support@researchroom.com
By Phone:
- Asia Pacific
+852 3018-1600 - Europe, Middle East & Africa
+44 808-178-7364 - Latin America
+55 21-3958-8827 - United States & Canada
+1 888-997-6610
Investors can be added to a ResearchRoom during setup or in the "Live" stage via "Settings".
At an administrator’s option, ResearchRoom also offers investors the ability to discover and request access to a ResearchRoom via the "Explore" tab during the "Live" stage. Administrators can then manage access requests via "Settings".
ResearchRoom offers numerous features including checklists, exportable audit trails and automated workflows to ensure only the investors and analysts you explicitly grant access to will have access to your Research at the right time.
ResearchRoom is also a completely standalone solution from FINSIGHT’s other solutions to ensure your Research is not "under the same cover" as other deal related information.
For more information on regulations by region, visit our Regulations Page.
No. You are free to execute once and continue to utilize our services as applicable.
If you or your client has an engagement letter on file with FINSIGHT, you will notice that our full scope of services is covered subject to specific work orders (now or in the future) submitted in writing, by email, over the phone or through the use of the solutions. In other words, you are free to execute once and continue to utilize our services as applicable. Please feel free to reach out to our Fanatical 24x7 Support at any time for confirmation.
Our default billing term is Net 30 from the date of the provision of the services.
Should you require flexibility, we are happy to work with you and your client to align with a transaction’s closing or pricing date, up to one year from the date of provisioning.
Yes.
Note that invoices processed via credit card are subject to a 3% additional fee.