How InvestorSet works

1

Issuer sets up an InvestorSet

It will contain all final transaction documentation and ongoing remittance reports.
2

Issuer approves an investor whitelist

It includes the most active institutional investors, enabling InvestorSet to provide immediate access to listed investors without prior authorization.
3

Investors request access to a deal

If whitelisted, access is automatically granted. If not on the whitelist, InvestorSet’s fanatical 24x7 support will seek timely approval from the issuer.
4

Access granted

Market participants will receive ongoing access and upload notifications. Capital markets bliss is achieved.
Access drives activity in capital markets
InvestorSet reduces friction and broadens awareness of your securities, which ultimately improves liquidity. Below are other benefits for each stakeholder:
Institutional Investors
Institutional Investors
  • Streamline access

    InvestorSet enables broader access to deal documentation for your back office without lengthy approval processes or expensive subscriptions. All onboarded issuers approve an investor whitelist that enables instant approval for most institutional investors and their firm.
  • Trade faster

    InvestorSet enables you to instantly access the documentation you need to trade in and out of securities.
  • Stay apprised

    InvestorSet offers customizable email upload notifications at the deal level and supports programmatic access for automated downloading.
An Award-Winning Platform for Capital Markets
FINSIGHT continues to receive recognition as a leading US Securitization data provider in an annual industry poll hosted by GlobalCapital.
2024
Securitization Technology Provider of the Year
2023
Securitization Trading Data Provider of the Year
2022
Securitization Trading Data Provider of the Year
2019
Securitization Tech Provider of the Year
2018
ABS Data Provider of the Year
Ready to learn more?
Get started or schedule a demo with a product specialist who can answer any questions and show you the platform.

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