Use your data room across the fund

Organizing and sharing large volumes of confidential documents for acquisitions, divestments, fundraising, fund audits and investor reporting is time consuming.

 

Whether you have millions or billions under management, Firmex is a practical, private-label virtual data room solution that creates better organization and efficiency.


Strong partnerships
start with transparency

Communicate more effectively with your investors, lenders and portfolio companies. Our virtual data room makes documents instantly accessible and easy to review, so your partners never feel left in the dark.


More speed, less confusion

With so many portfolios, documents and users to keep track of, it’s easy to lose momentum. You need to share critical information with different users fast.

 

User permissions and folder level security helps control who sees what in the data room, so you can run your fundraising, capital calls, M&A deals, and reporting more efficiently.


Reporting just got easier

Gathering all the information required for reporting can be frustrating. Hundreds of emails are exchanged, the wrong attachments get sent, and you’re left chasing down documents.

 

Firmex provides a collaborative space to manage your portfolio company reporting, LP reporting and reporting to co-investors.


“We turned to Firmex and the online data room to streamline the process of managing a large portfolio ”

- Matt Schumacher, Vice President at Boxwood Partners LLC


Solutions for Private Equity

 

icon-uc-mandaMergers & Acquisitions

Share critical due diligence documents securely with your M&A team and potential buyers.

icon-uc-debtandequityfundraisingFundraising

Share critical documents with investors, lenders, auditors, and legal counsel from one secure online location.

icon-uc-doc-repository
Document Repository

Store investor reports, financial statements, and corporate documents in one secure, accessible location.

icon-uc-lp-reportingLP Reporting

Be transparent and timely in your communication with limited partners. Share confidential documents instantly and securely.


Features of Firmex

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  • 5000 fade false 60 bottom 30
    Get notified quickly
  • 5000 fade false 60 bottom 30
    Locate important documents fast
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    Controlled access to information
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    Collaborate with ease
Get notified quickly
Locate important documents fast
Controlled access to information
Collaborate with ease


Uncompromising security

Firmex has been designed with private equity firms in mind. Your data is secured in a SAS 70 Type II compliant data center, hosted by SunGard, the same company that serves the world’s 25 largest financial services firms.

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Unlimited support for all users

Our in-house support team are document sharing experts. We’re available 24/7/365 to answer all your questions. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes.

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70% of the Top 10 Private Equity Firms have used Firmex

We've helped take thousands of deals to close

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In a live demo we'll answer your questions, share our expertise and recommend a solution.