Partnership unlocks secure VDR access with 20% referral discounts, enabling boutique banks to compete on an institutional scale.
LOS GATOS, Calif.–(BUSINESS WIRE)–#dealexecution—ShareVault, the modern platform built for high-stakes transactions, announced it has joined the Finalis Member Advantage Program, partnering with Finalis, a cloud-native platform-as-a-service (PaaS) provider powering investment banks, to deliver advanced deal workflow tools to middle-market investment banks, M&A professionals and placement agents.
Through this collaboration, Finalis-referral firms gain access to ShareVault’s secure virtual data room (VDR) solution at a 20% referral discount, equipping them with enterprise-grade security, AI-driven efficiencies, and a modern user experience optimized for faster, more confident deal execution.
“Investment bankers rely on trusted partners to manage every stage of the deal process. By joining forces with Finalis, we’re strengthening the ecosystem that supports them — combining our secure document-sharing expertise with Finalis’ deep compliance and brokerage infrastructure to help dealmakers move faster, smarter, and with greater confidence,” said Steven Monterroso, CEO of ShareVault.
Finalis serves more than 400 investment banks and supports over $226 billion in active transaction volume through its marketplace of boutique and independent firms. Now, its members will benefit from an integrated deal-tech stack that unites regulatory infrastructure, deal sourcing, and document workflow, delivered through ShareVault’s modern interface and audit-grade controls.
“Finalis and ShareVault share a common goal: to empower investment bankers with modern tools that streamline every stage of the deal process. This partnership strengthens our collective ability to support the independent banker community with best-in-class solutions across compliance, diligence, and deal execution,” said Nicanor Draghi, Capital Markets Director, Finalis.
About Finalis
Finalis is the fastest-growing investment banking platform in the U.S., supporting dealmakers with a modern, AI-enabled solution to close transactions faster and with confidence. By streamlining compliance and back-office operations, Finalis empowers investment bankers, placement agents, and M&A advisors to focus on what matters most: getting deals done. With over $23B in aggregate deal volume and a global team spanning the U.S., Latin America, Europe, and Asia, Finalis is transforming how the private capital markets operate.
Learn more at: www.finalis.com
About ShareVault
ShareVault is a secure document sharing platform known as a Virtual Data Room (VDR) built for high-stakes transactions across all industries. Professional dealmakers trust ShareVault for M&A, capital raises, litigation, licensing, and compliance. The platform empowers teams to move faster, stay organized, and close with confidence.
More than just a VDR, ShareVault is a deal enablement platform that helps companies streamline due diligence, maximize valuation, and signal to investors, buyers, and partners that they’re secure, deal-ready, and easy to work with. With enterprise-grade security, intuitive workflows, and tools like AI-powered redaction, Clickwrap NDAs, and audit-grade tracking, ShareVault is changing the game for how deals get done.
Learn more at: www.sharevault.com.
Contacts
ShareVault Media Contact: Esteban Romero
Email: [email protected]
