We’ll get you moving quickly

Setting up a data room for the due diligence process doesn’t have to be complicated. You could be running a deal in Firmex in less than 1 hour. Here’s how easy it is:

1. Set up your data room

Create a new project, customized with your own branding, logo and optional disclaimer.
Import documents into the data room quickly using drag and drop.

2. Apply security

Control who sees what by setting user permissions. Apply additional security at the project, folder or document level, and set document expires to correspond with due diligence deadlines.

3. Invite users

Invite users to access the virtual data room. They’ll be prompted via email to set up their own login details, reducing the administrative burden on you. Users will only see the information they are given access to.

4. Run Q&A

With our Q&A module, you can provide timely responses to prospective buyers and handle multiple bidder groups.

Deals are stressful. Your data room doesn’t have to be.

Industry Solutions


Share confidential documents with your clients, legal team and external third parties with security and control.

Investment Banking

Get your deal moving fast with no page counting and no cost overruns.

Private Equity

Communicate with limited partners, auditors and portfolio companies in one secure location.


Share confidential documents beyond the corporate firewall with ease and security.


Remove the anxiety that comes with sharing sensitive intellectual property.

Mining & Resources

Share large, critical documents with partners, investors and external third parties anytime, anywhere.

Uncompromising security

Our commitment to security means your confidential information remains secure. Your data is stored in a SSAE 16 Type II compliant data center, hosted at SunGard, the same company that serves the world’s 25 largest financial services firms.

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24/7 support when you need it

Our award-winning support team are deal room experts. We’ve helped take thousands of deals to close. Call us anytime, day or night. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes, guaranteed.

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100% of the Top 10 Investment Banks have used Firmex

We've helped take thousands of deals to close

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