“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.” – Nicanor Draghi, Capital Markets Director, Finalis
(Partnership unlocks secure VDR access with 20% referral discounts — enabling boutique banks to compete at an institutional scale.)
LOS GATOS, CA — [BUSINESSWIRE] — ShareVault, the modern platform built for high-stakes transactions, today announced it has joined the Finalis Member Advantage Program, partnering with Finalis, a cloud-native, PaaS infrastructure provider powering investment banks, to bring advanced deal workflow tools to middle-market investment banks and 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’s deep compliance and brokerage infrastructure to help dealmakers move faster, smarter, and with greater confidence.” Steven Monterroso, CEO of ShareVault.
Finalis serves 400 investment banks and supports more than $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 combines regulatory infrastructure, deal sourcing, and document workflow, delivered through ShareVault’s modern interface and audit-grade controls.
About Finalis
Finalis is a platform-as-a-service (PaaS) for investment banks, enabling solo practitioners and boutique firms to operate like full-scale institutions. Through the Finalis network, banks gain access to regulatory, operational, and deal-flow infrastructure, a marketplace of mandates, and competitive tools at scale.
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.
