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.
