Firmex has been thoroughly tested by thousands of M&A professionals on thousands of transactions. Deals have ranged from lower middle market transactions to multi-billion dollar deals involving millions of pages of documentation on a single due diligence checklist.
Business Benefits:
- Cost Certainty – Eliminate escalating bills and variable fees
- Deal Velocity – Avoid time consuming virtual data room negotiations and run an unlimited amount of deals
- Security – Securing documents in a proven, trusted environment
- Support – Resolving internal and client issues quickly
Why Firmex works:
- One flat monthly fee with no variable costs for deals or documents
- Instant deal creation and online access to documents within minutes
- Redundant, SAS 70 compliant data hosting to secure client data
- Free training and unlimited 24/7 support for you and your clients
Firmex allows financial advisors, executives, underwriters and legal counsel to manage transactions efficiently. Firmex is commonly used for IPOs, private placements, secondary offerings, debt financings and related syndication.
Business Challenges:
- Cost Control – Cost uncertainty of 3rd party virtual data rooms
- Deal Velocity – Sharing files to review quickly and easily
- Closings – Organize and manage the drafting of documents
- Security – Securing documents in a proven, trusted environment
Firmex Private Label Solution:
- One flat monthly fee with no variable costs for deals or documents
- Instant deal creation and online access to due diligence documents within minutes
- Unique transaction closing tool for document drafting and execution
- Redundant, SAS 70 compliant data hosting to secure client data
Restructuring and insolvency requires managing multiple transactions simultaneously, while minimizing cost. Restructuring deals on Firmex have ranged from mid-size companies to multi-billion dollar transactions involving thousands of participants.
Business Challenges:
- Scalability – Managing financings, asset sales, litigation, and court filings
- Cost Certainty – Keep costs manageable and avoid hidden fees
- Efficiency – Distributing thousands of documents for review
- Security – Securing documents in a proven, trusted environment
Firmex Solution:
- Run an unlimited number of projects/deals at no incremental cost
- One flat monthly fee with no variable or hidden costs
- Upload hundreds or thousands of documents in minutes for immediate review
- Redundant, SAS 70 compliant data hosting to secure client data
Audit firms and corporations are using Firmex to efficiently exchange documents. Auditors can post request lists online and have clients upload documents for review prior to the start of the audit. They are providing superior service to clients and making their process more efficient.
Business Needs:
- Client Satisfaction – Finding ways to distinguish the services you provide
- Cost Certainty – Managing firm costs and resources
- Efficiency – Procuring tools that are fast and easy to use
- Security – Securing documents in a proven, trusted environment
Why Firmex Works:
- Makes the audit process easier for your clients with easy online access
- One flat fee to run an unlimited number of audits
- Post request lists and review client documents online in minutes
- Redundant, SAS 70 compliant data hosting to secure client data
When entering into various corporate agreements Life Sciences firms are faced with the daunting task of sharing hundreds, if not thousands, of confidential documents both efficiently and securely. Firmex has more customers in life sciences than any other corporate vertical, because of the high-level of security and cost effectiveness of our unlimited use offering.
Business Challenges:
- Security – Securing documents in a proven, trusted environment
- Efficiency – Sharing files for review quickly and easily
- Scalability– Managing multiple business needs with one tool
- Cost – Procuring a cost effective firm wide solution
Firmex Private Label Solution:
- Redundant, SAS 70 compliant data hosting to secure client data
- Create projects and go live with thousands of documents in minutes
- Manage Licensing, Partnerships, IP, JVs, M&A, and clinical trials
- Create unlimited projects for your firm for one low monthly fee
Firmex was designed for corporate transactions. In addition to sharing files and managing due diligence no other online data room provides the ability to post versions of draft documents, execute documents and close transactions. You can even create a digital record book instantly once the transaction is closed.
Business Challenges:
- Organization – Managing versions and backlines for multiple documents
- Visibility – Control over the deal process
- Client Satisfaction – Distinguishing the service you provide to your clients
- Security – Securing documents in a proven and trusted environment
Firmex Private Label Solution:
- Organization of all aspects of the deal: exchanging drafts, final forms, document execution and publishing of record books
- Real time, online access to deal status with activity reports
- A safer and more efficient way to share files as opposed to email
- Redundant, SAS 70 compliant data hosting to secure client data
