Investment banking

Deal dynamics

Optimize deal-making efficiency with superior operational strategies in the fast-paced investment banking sector.

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Trusted by more than 3000 companies

Compliant collaboration on a single platform

In the fast-paced world of investment banking, staying competitive requires a blend of innovation and strict adherence to compliance. Process Street paves the way, enabling firms to effortlessly navigate the regulatory landscape while fueling strategic growth.

Workflows

Simplify complexities: Convert complex work into straightforward, automated steps to ensure consistency and smooth operation.

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Policies & procedures

Centralize compliance: Maintain all your firm's guidelines in one accessible location. Update and disseminate procedures easily, upholding compliance and operational efficiency.

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Change management

Seamlessly adapt: Drive and track changes efficiently, reducing disruption.

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Investment due diligence, processing & approvals

One-click approval processes: Guarantee thorough adherence to your due diligence and approval workflows, ensuring comprehensive oversight.

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Risk assessment & register

Proactively manage risks: Detect and address potential risks early, safeguarding your strategy from unforeseen impacts.

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Employee onboarding & training

Accelerate readiness: Quickly bring new team members up to speed, fully preparing them for their roles.

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Audit management & reporting

Streamline audits: Efficiently organize documentation and automated audit trails, simplifying compliance.

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Investor communications & onboarding

Improve investor relations: Start investors off on the right foot, keeping them well-informed and appreciated from day one.

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Document management & contract automation

Effortless organization: Store, access, and automate all your contracts and documents in one centralized location, automating mundane tasks to enhance efficiency and minimize errors.

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Document management & contract automation

Use case

Intern and director onboarding, compliance

Company size

Mid-sized venture capital firm

Industry

Venture Capital, Finance

How 1818 Venture Capital reduced onboarding time by 80% with Process Street

Challenge

Manual processes caused onboarding delays, compliance risks, and workflow inefficiencies.

Solution & impact

1. Cut intern onboarding from 1 week to 1 day
2. Standardized compliance and investor workflows
3. Automated task reminders and improved team handoffs

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Your work, your way

Connect the tools you already use, making your work easier and more efficient without the hassle. Whether it’s syncing data, automating tasks, or custom-fitting for your unique setup, we make everything work together smoothly, so you can focus on what matters most.

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

What our customers are saying

"The real game-changer is the impact on growth & scalability."

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Sam McCarthy

Head of Technology, Raw Capital

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results