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  North America         1 888 688 4042
Europe              44(0) 20 3371 8476
International         +1 416 840 4241
 
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1.888.688.4042
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44(0) 20 3371 8476

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+1 416.840.4241

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LP Reporting

"My experience with the Firmex deal room product has been fantastic. The interface is user friendly and reliable and the support staff is helpful and resourceful. The Firmex model is superior in that with the subscription comes unlimited deal rooms and deal room participants, as opposed to other providers who charge by the page or otherwise."

Imperial CapitalDavid W. Albo, Imperial Capital Group LTD

Firmex is a convenient and cost effective way of distributing reports to and collecting reports from investors. You can also use Firmex for a fund raise and buying and selling portfolio companies!

Business Challenges:

  • Cost ControlSave time and marketing costs with a virtual data room
  • Time – Reporting for fund that extend over long periods of time
  • Workflow – Managing report distribution and
    notifications securely
  • Security – Securing documents in a proven,
    trusted environment

Firmex Private Label Solution:

  • One flat monthly fee with no hidden costs and
    unlimited use
  • Create reporting project instantly for an
    indefinite time
  • Manage secure, automatic document notifications
    to investors
  • Redundant, SAS 70 compliant data hosting to secure client data

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Private Equity Firm View
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NORTH AMERICA 1 888 688 4042
EUROPE 44(0) 20 3371 8476
INTERNATIONAL +1 416 840 4241

FIRMEX
Firmex is designed for law firms, investment banks, private equity firms, accountancies and corporations worldwide and
provides legal, financial and corporate professionals with a privately branded website that streamlines the process of deal and document distribution, review, revision, execution, and archiving.

     DEAL LIFECYCLE
     Preliminary due diligence
     Document organization
     Transaction marketing
     Due diligence
     Transaction closing
     Draft management
     Version management
     Signature collection
     Record book publishing

COMMON USES FOR FIRMEX

Mergers & Acquisitions
Mid-Market M&A
Restructuring & Insolvency
Private Equity Funds
Divestitures
Debt & Equity Finance

 


Client document review
Complex licensing agreements
IP transactions 
Client minute books
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