# Finsight Group

> Finsight Group is a New York financial technology company supplying investor roadshows, secure data rooms, conference calls, compliance tools and market intelligence to institutional capital markets. Its acquisitions of Docoh, T-REX and Credit Flow Research expanded its research and analytics capabilities.

- **Founded:** 2013
- **Headquarters:** New York, United States
- **Founders:** Leo Efstathiou (Co-founder and CEO), Jordan Adler (Co-founder and COO), Jonathan Verbanets (Co-founder)
- **Products:** Deal Roadshow, DealVDR, Evercall, CreditFlow, CapEdge
- **Notable:** Company reports GlobalCapital awards for US securitization technology in 2024 and 2019, trading data in 2023 and 2022, and ABS data in 2018., Acquired Docoh in October 2022 and renamed it CapEdge., Acquired T-REX on April 24, 2024.

## Products & services

- **Deal Roadshow** — Digital investor presentations for equity, debt, municipal and private placements; engagement analytics and live video.
- **DealVDR** — Virtual data rooms for diligence and transactions, with permissions, Q&A, audit trails and storage-based pricing.
- **Evercall** — Operator-assisted conference calls for capital markets and corporate finance events.
- **CreditFlow** — Fixed income pricing, deal monitoring, commentary and data APIs across ABS, investment grade and high yield.
- **CapEdge** — Free SEC filing and earnings-transcript research; acquired as Docoh and renamed in 2022.
- **Allocate** — Archives and visualizes final new issue allocations; integrated with Deal Roadshow.
- **InvestorSet** — Investor document libraries and periodic reporting.
- **VeriSend** — Secure electronic delivery of capital markets documents; free for qualified investors.
- **17g5.com** — Document repositories designed for SEC Rule 17g-5 workflows.

## Achievements

- Company reports GlobalCapital awards for US securitization technology in 2024 and 2019, trading data in 2023 and 2022, and ABS data in 2018.
- Acquired Docoh in October 2022 and renamed it CapEdge.
- Acquired T-REX on April 24, 2024.
- Acquired Credit Flow Research on January 6, 2025.

## Latest updates

- **2026-09** — Company LinkedIn posts describe Finsight Quantum and Pledge Path participation at ABF US 2026 on September 24 in New York.
- **2025-07** — CapEdge announced a front- and back-end rewrite expected to continue through Q1 2026; the announcement alone does not establish completion.
- **2025-04** — Strategic partnership and investment in Pledge Path announced.
- **2025-01** — Credit Flow Research acquired, extending corporate bond data, commentary and API capabilities.

## Links

- Website: https://finsight.com/
- LinkedIn: https://www.linkedin.com/company/finsight/
- Twitter/X: https://twitter.com/finsight
- Facebook: https://facebook.com/finsightgroup

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Profile page: https://yespress.io/finsight-group
Published by YesPress — https://yespress.io
Last updated: 2026-10-23