In the Deal Manager portal, you may access all your deals across different applications or view all Accounts and Analytics. This is your one-stop-shop to managing your deals with Finsight.

Logging into the Deal Manager Portal

You can log into the Deal Manager Portal through any of Finsight's product websites or directly through the Manager Portal link: manager.finsight.com. First time Users can register a Finsight account and then access the Deal Manager Portal.

My Applications

My Applications lists all Finsight products that you have activated to your Deal Manager portal. The default application that is added for new Finsight Users is the application through which they logged in. From here, you may press Add App to activate new applications to your Deal Manager portal. You can find a comprehensive list of all Finsight applications and solutions here!

From the Deal Manager portal, you can create new Data Rooms or Roadshows, and access your existing deals through each application.

Accounts

Once your deals have Users added to them, the Deal Manager portal also gives you access to the Accounts & Contacts tab. This tracks all Accounts and Contacts across all your deals, separated by Application. Here, you can view key analytics on the various Accounts or Contacts such as the number of deals they've accessed, or their last login date. Clicking on an Account or Contact opens the Account or Contact Profile page giving you a more comprehensive look at their analytics.

Global Analytics

Global Analytics allows you to track engagement and activity across all your deals in one place through product sub-tabs, which can be selected whenever analytics are available:

  • Allocate: View Allocations uploaded to your deals across time.
  • Deal Roadshow: View all your Roadshow deals with the number of accounts and contacts on that deal as well as the total view time on that Roadshow. Clicking on a deal opens the deal-specific analytics for the Roadshow.
  • DealVDR/LoanSend: Track activity across all your deals, including account and contact totals, as well as total view time on each deal. Select any deal to open its deal-specific analytics, or switch views to analyze engagement by account.
  • Evercall: Track engagement across your events, including accounts, participants, and listen time. Select any event to view its analytics, or switch views to analyze engagement by account.
  • InvestorSet/VeriSend/17g5.com: Track activity across all your deals, including account and contact totals, aggregate logins, and last login dates. Select any deal to open its deal-specific analytics, or switch views to analyze engagement by account.
  • ResearchRoom: Monitor research distribution performance with key engagement metrics, including account and contact totals, aggregate logins, and last login dates. Select any room to view detailed analytics, or switch to the Account view for granular engagement insights.

Note: You can use the Filters tab to filter your Analytics by the Transaction Type, the Industry, the Sector, the Account Type, or the Deals.

My Profile

Clicking on your User Name in the bottom-left corner of the Deal Manager Portal will open a menu with the ability to edit My Profile, view the Terms of Use and Privacy Policy, contact Live Tech Support, or Log Out.

From the My Profile page, you may edit the name linked to your account, change your account password, edit your work phone number, your company name, or your title. Lastly, you may enable Two-Factor Authentication for your account to enhance security when logging in.