Firmex

Investor Reporting Solutions

Make your sensitive shareholder information easily and securely accessible to help investors remain confident.

Whether you are reporting to your lenders, stockholders or limited partners, Firmex provides an easy way to organize and make investor information accessible while maintaining security and control. Investor reporting often goes beyond a quarterly report. Tax documents, capital calls, distributions, detailed audited financials and other operational information to comply with lender covenants are not easily shared or secured over email or through the post. With a Virtual Data Room investors are automatically emailed links to new documents as they become available.



Firmex Virtual Data Room - Transparent and Organized for Better Investor Relations

Firmex offers an intuitive, highly secure and professional private-label Virtual Data Room for investor documents. Documents can be imported, uploaded as attachments or simply dragged & dropped from local drives to specific folders. Granular permissions enable investors to see only documents that are intended for them. Email notifications alert investors of new documents. A custom message center also can be used to communicate to investors within the data room.

Investor Reporting Solutions


Investor Reporting Solutions

Investor Reporting - Fast and Affordable

Thousands of organizations trust Firmex as their Virtual Data Room provider of choice to host and exchange their confidential investor documents. Our cloud-based SOC 2 compliant solution is under-pinned by a SAS 70 Type II certified data center to ensure your most confidential documents remain protected. There is no need to count pages, document storage or data rooms with a Firmex unlimited-use private-label Virtual Data Room. You pay one price for secure document sharing with unlimited training and support 24/7/365.


Firmex: Data Room Experts

  • Focused on the Virtual Data Room market. We commit 100% of our investment into delivering the best VDR experience to our customers. 
  • Firmex has over 200,000 users, our clients range from investment funds, tax & legal advisory firms to global Fortune 500 companies.
  • Experienced exponential growth year over year. A large portion of new revenue is attributed to word-of-mouth referrals from satisfied customers.

Investor Reporting Solutions


Why Firmex Virtual Data Room?
Superior Document Security Included
All-Inclusive Support & Training Included
Project Readiness Included
Unlimited Pages, Projects & Users Included
Complete Cost Certainty Guaranteed

 

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