DFIN's Software Transformation Boosted by ActiveDisclosure's Strong Quarterly Results
| Craig Clay
Industry
Leading
Financial
Software
We have prepared our unaudited interim condensed consolidated financial statements included herein pursuant to the rules and regulations of the Securities and Exchange Commission. Certain information and note disclosures normally included in annual financial statements prepared in accordance with accounting principles generally accepted in the U.S. have been condensed or omitted pursuant to these rules and regulations, although we have strong thoughts that the disclosures made are adequate to make the information not misleading. In our opinion, the unaudited interim condensed consolidated financial statements contain all adjustments.
We have prepared our unaudited interim condensed consolidated financial statements included herein pursuant to the rules and regulations of the Securities and Exchange Commission. Certain information and note disclosures normally included in annual financial statements prepared in accordance with accounting principles generally accepted in the U.S. have been condensed or omitted pursuant to these rules and regulations, although we have strong thoughts that the disclosures made are adequate to make the information not misleading. In our opinion, the unaudited interim condensed consolidated financial statements contain all adjustments.
Accelerate regulatory & ESG reporting, deal making and management of risk & compliance.
VIRTUAL
DATA
ROOMS
Accelerate your deal process with Venue. As a leading provider of financial compliance software, our award-winning, feature-rich virtual data room is continually optimized for security, productivity and usability with advanced security, AI, compliance with global regulations and intuitive document collaboration.
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FINANCIAL,
SEC & ESG
REPORTING
From the most experienced provider of financial and ESG compliance software and the world's largest SEC EDGAR filer, ActiveDisclosure supports over 170,000 secure filings annually.
Learn more
GLOBAL
INVESTMENT
COMPLIANCE
Harness the power of our global financial solutions to navigate complex regulations across multiple jurisdictions. Arc Suite supports end-to-end operations for fund and insurance companies to keep you ahead of evolving global regulatory and compliance requirements.
Learn morePowering every stage of your business lifecycle
DFIN is the finance solutions company you can trust at every phase—startup, growth, or transformation—ensuring compliance and efficiency.
Public
Company
Company
Private
Company
Company
Financial
Advisor
Advisor
Law Firm / Consultancy
Investment
Company
Company
ActiveDisclosure
Venue
Proxy
M&A
ESG
Secure Financial Reporting, Cloud-based, XBRL-enabled Software
Meet financial, regulatory, and ESG requirements accurately and securely with Excel-based, single-source data management, easy team collaboration and improved workflows.
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
Strategic, World-Class, Compliant Proxy Communications
Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more.
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
ESG Reporting Software Ecosystem
To promote maximum innovation, high quality service, and client success, DFIN’s financial reporting tools integrate with a network of top global tech partners to provide end-to-end ESG ecosystem.
ActiveDisclosure
Venue
M&A
IPO
Secure Financial Reporting, Cloud-based, XBRL-enabled Software
Meet financial, regulatory, and ESG requirements accurately and securely with Excel-based, single-source data management, easy team collaboration and improved workflows.
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Venue
M&A
IPO
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Venue
M&A
IPO
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Arc Suite
ArcPro
ArcReporting
ArcRegulatory
ArcDigital
Four purpose-built products.
One powerful end-to-end solution.
DFIN’s Arc Suite offers regulatory, reporting, legal, filing and distribution solutions through one integrated financial compliance management software platform.
Purpose-Built Content Management
ArcPro® offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications.
Manage Shareholder Reports and Filings with Confidence
Intuitive tools that help you manage complex data and content across documents to create and file high-quality, consistently stylized audited financial statements for the funds industry.
Global Regulatory Reporting Software
DFIN’s financial compliance solutions ingest data, perform calculations and produce compliant reports for requirements in Europe including PRIIPs, MiFID II and PRIIPs KID.
Compliance Management Built for Investment Companies
ArcDigital supports all the key functions required for digital content delivery including a centralized document repository, compliance material tracking and digital asset management all in a one-stop ecosystem.
Public Company
Choose your line of business
Public Company
Private Company
Financial Advisor
Law Firm / Consultancy
Investment Company
ActiveDisclosure
Secure Financial Reporting, Cloud-based, XBRL-enabled Software
Meet financial, regulatory, and ESG requirements accurately and securely with Excel-based, single-source data management, easy team collaboration and improved workflows.
Venue
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
Proxy
Strategic, World-Class, Compliant Proxy Communications
Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more.
M&A
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
ESG
ESG Reporting Software Ecosystem
To promote maximum innovation, high quality service, and client success, DFIN’s financial reporting software integrates with a network of top global tech partners to provide end-to-end ESG ecosystem.
ActiveDisclosure
Secure Financial Reporting, Cloud-based, XBRL-enabled Software
Meet financial, regulatory, and ESG requirements accurately and securely with Excel-based, single-source data management, easy team collaboration and improved workflows.
Venue
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Venue
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Venue
Venue Virtual Data Room
Venue secure VDR and data room services help streamline M&A diligence, improve negotiations and reduce cost for strategic transactions with data privacy protection, auto-redaction capabilities and self-launching data rooms.
M&A
M&A Deal Management
Optimize the M&A process. End-to-end deal solutions from providing artificial intelligence used during the diligence process to providing regulatory expertise and post-merger integration tools.
IPO
IPO Deal Management
Our always-on ecosystem of support simplifies your IPO listing on any major global exchange. We deliver speed, control, expertise and accuracy through every step of the process, from drafting your IPO prospectus to post-IPO financial report and SOX controls.
Arc Suite
Four purpose-built products.
One powerful end-to-end solution.
DFIN’s Arc Suite offers regulatory, reporting, legal, filing and distribution solutions through one integrated financial compliance management software platform.
ArcPro
Purpose-Built Content Management
ArcPro® offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications.
ArcReporting
Manage Shareholder Reports and Filings with Confidence
Intuitive tools that help you manage complex data and content across documents to create and file high-quality, consistently stylized audited financial statements for the funds industry.
ArcRegulatory
Global Regulatory Reporting Software
DFIN’s regulatory reporting software solution ingests data, performs calculations and produces compliant reports for requirements in Europe including PRIIPs, MiFID II and PRIIPs KID.
ArcDigital
Compliance Management Built for Investment Companies
ArcDigital supports all the key functions required for digital content delivery including a centralized document repository, compliance material tracking and digital asset management all in a one-stop ecosystem.
Software to help each role achieve more
CFO
Achieve financial goals to profitably grow the company
CLO
Accelerate due diligence to reduce exposure/increase deal value
Head of Corporate Development
Maintain readiness and work through deals faster to spur growth
CISO
Stay in control of sensitive info and mitigate risk
Controller
Streamline financial reporting to focus on strategic tasks
Chief Sustainability Officer
Easily comply with the SEC ESG reporting & climate disclosures
DFIN was named to Newsweek's list of AMERICA'S MOST LOVED WORKPLACES for three years in a row.
The award recognizes companies that have created a workplace where employees feel respected, inspired, and appreciated and are at the center of their company’s business model.
Learn more
#1
SEC filing agent for corporations
0
+
200+ fortune 500 corporations
0
+
500+ industry experts worldwide
Get in touch with us for support, pricing or more information.
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call +1 800 823 5304
Client success stories
Discover how DFIN enables clients to boost productivity, improve processes and deliver better results.
Case studies
SOFTWARE
Accelerate business deals with the same secure platforms for collaboration and analysis that enables a $1.5B acquisition
ACQUISITION
Optimize efficiencies so you never miss out on opportunity – like a $230M auto sector SPAC formation
Arcellx
Learn how we helped a biotech company save hours on their SEC filings & increase reporting productivity.
Security and Compliance First
Engineered to the latest global standards, strategies and technologies
Knowledge Hub
CLIENT STORIES:
Cross River Bank Saves Time & Money on Private Company Reporting
Aidan Lawless, Controller at Cross River Bank sits down with Dana Barrett to reveal how this private sector bank depends on ActiveDisclosure for its financial reporting needs.
Harnessing the Power of Responsible AI
Floyd Strimling, Chief Product Officer at DFIN, sits down with Dana Barrett to discuss responsible AI in financial reporting.
More findings, right this way
Press Release
Donnelley Financial Solutions appoints Ayman Sayed to Board of Directors
Blog
DFIN EDGAR Next Enrollment Portal: Your Key to Simplifying SEC Compliance
| Marcie Clark
Blog
DFIN Q1 Earnings: Software Growth Suggests a Recovery of M&A and IPO Activity May Be Underway
| Craig Clay
White Paper
CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now
