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.
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.
Firmex is a turn-key solution that removes all the headaches. With no file size limits, it’s easy to upload information into the data room, and our bulk download tool makes it easy to review.
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
Share critical due diligence documents securely with your M&A team and potential buyers.
Share critical documents with investors, lenders, auditors, and legal counsel from one secure online location.
Store investor reports, financial statements, and corporate documents in one secure, accessible location.
Be transparent and timely in your communication with limited partners. Share confidential documents instantly and securely.
Firmex has been designed with private equity firms in mind. Your data is secured in a SSAE 16 Type II compliant data center, hosted by SunGard, the same company that serves the world’s 25 largest financial services firms.
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.