FinDox
Workflow management and data solution for financial professionals.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| N/A | €0.0 | round | |
| N/A | €0.0 | round | |
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| investor | €0.0 | round | |
| N/A | €0.0 | round | |
* | N/A | Acquisition | |
| Total Funding | 000k | ||
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FinDox operates as a sophisticated workflow management and data solution tailored for financial professionals, with a specific focus on the private credit markets in the U.S. and Europe. The company was established in 2016 by Tejs Broberg with the objective of transforming investment management data. The founders possess specialized domain expertise, having previously developed LendAmend, a corporate action platform within the same industry that was later acquired by Fidelity Information Services (FIS).
The core of FinDox's offering is a platform designed for document aggregation, compliance, and data management. It functions as a central repository for confidential investment documents, allowing clients to manage and access a vast library of deal-related materials in one location. This centralized system addresses the challenge of navigating a fragmented market where critical information is often scattered across multiple data rooms and syndication platforms. The platform's features include automated document management using AI-driven indexing, restricted list automation, compliance monitoring with built-in workflows and alert systems, and advanced reporting capabilities. By providing clean data and document controls, FinDox enables clients to streamline operations, enhance compliance oversight, and make faster, more informed investment decisions.
The company's clientele includes a range of financial institutions such as buy-side firms, investment banks, law firms, advisory firms, and large investment managers. Specifically, it serves CLO managers and investors in the leveraged loan market. In November 2022, Reorg, a global provider of financial and legal intelligence, announced its agreement to acquire FinDox. This strategic combination was intended to enhance Reorg's data and workflow solutions for private market investors by integrating FinDox's data management and compliance tools.
Keywords: investment management data, workflow management, data solution, private credit markets, document aggregation, compliance platform, financial professionals, restricted list automation, regulatory reporting, CLO managers, leveraged loan market, data management, Reorg, Tejs Broberg, financial data analytics, deal document management, compliance controls, investment workflow, credit intelligence, FinTech