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Private Company Financial Reporting

Drive internal financial reporting efficiencies with a secure purpose-built software that complements the needs of your private company or start-up.

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Save time & streamline your private company financial reporting

Internal Management Reporting | Automated Financial Statements | Annual Quarterly Reports | Executive Reporting | Budget & Forecasting | Business Unit Reporting | Board Reporting | Audited Financial Statement Reports

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Excel-based

Eliminate duplicate efforts. Real Excel linking lets you update data once and instantly update everywhere in your document. Reduce risk of error and improve the accuracy of financial reporting for start-ups or private companies.

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Collaborative

Save time with real-time collaboration. Streamline review across time periods and departments. Decrease risk of errors.

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Secure

Mitigate risk with this private company reporting software’s advanced, built-in security tools. Role-based access and permissions at every level. Includes GDPR, SSO, SOC 2 Type II and data encryption.

Grow your business with the right software

We help customers achieve measurable results

Explore client results

BIOTECH

How we helped a biotech company increase collaboration and optimize SEC filing

See results
ENERGY

How we helped a global service provider in the oil industry optimize SEC filing

See results
LIFE SCIENCES

How we helped a biotech company streamline their SEC filing and drive efficiencies

See results
REAL ESTATE

How we helped a major real estate investment trust save time and money on SEC filing

See results
CONSULTING

How we helped one of the world's largest HR consulting firms drive filing efficiencies and increase collaboration

See results

Integrations & Expertise for future reporting

Puzzle Piece Icon Easily integrate with ERP, data systems or a strong network of tech partners.

Money Icon Create a pathway to face new requirements like ESG and Pay for Performance.

Phone Review Icon Rely on DFIN’s deep compliance expertise. Access financial experts 24/7/365.

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15 minutes is plenty of time to see if ActiveDisclosure is a fit for your private company financial reporting requirements.

Secure your internal & investor reporting data

Built by experts expressly for your security team.
Leverage a robust set of streamlined features.
Enterprise level cybersecurity throughout your environment.
Security that focuses on availability and confidentiality.
Learn more
Security Vault

One platform. Multiple use cases.

Incorporate a secure data room into your reporting process. Collect, manage and share content from your data providers and subsidiaries in one place.

ActiveDisclosure

More findings, right this way

Case study

How we helped a biotech company save hours on their SEC filings & increase reporting productivity

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Case study

How we helped a community energy company save 40 hours on their 10-K filings & increase reporting efficiencies

How we helped a community energy company save 40 hours on their 10-K filings &increase reporting efficiencies - Card
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Guide

From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. Public Listing in 2024 and Beyond

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Resources

What is ESMA?

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Blog

How to Think About AI When You’re Planning an IPO

Craig Clay
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Blog

Software Shines in DFIN’s 2023 Earnings Report

Craig Clay
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Press Release

Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting

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Case study

How we helped a multi-national commercial real-estate company save 25 hours a week on manual filing

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Blog

IPOs, Regulations, and Other Thoughts. Here’s looking at 2024

Craig Clay
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Video Podcast

Webinar Replay: How to Build a Successful ESG Reporting Program

Webinar Replay: How to Build a Successful ESG Reporting Program
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Video Podcast

DFIN Transformation, Innovation & Outlook with Dan Leib, DFIN’s President and CEO

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Video Podcast

WTW Optimizes SEC Filing Efficiencies

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Blog

Third-Quarter Earnings Results Highlight DFIN’s Software Strengths

Craig Clay
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Resources

EDGAR Next — The Improved SEC Filer Access System

clark
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Resources

Acquisitions And Dispositions: SEC Rule 3-05

clark
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Video Podcast

Harnessing the Power of Responsible AI with Floyd Strimling, Chief Product Officer, DFIN

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Case study

Which software can facilitate your IPO?

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Case study

How we helped a specialty finance company save 30 hours a week on manual filing with a streamlined, collaborative reporting process

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Resources

Electronic Data Gathering Analysis and Retrieval (EDGAR)

clark
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Video Podcast

Webinar Replay: SEC Regulatory Update, Trends, Lessons Learned from Proxy Season

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