Board Reporting

Easy, open board communications

Communicating regularly and professionally with your board can be time-consuming. That’s why so many companies are now turning to virtual data rooms to manage the process. With Firmex, your board can access critical information any time, anywhere, reducing the administrative burden on you. Setting up your board portal is easy:

1. Import documents

Bulk upload documents into the data room using our drag and drop tool. Re-organize folders and documents by dragging them into place.

2. Set user permissions

Set user permissions and apply security at the project, folder or document level. Investors will only see the information they are granted access to.

3. Notify investors

Automated email notifications let investors know when new documents are added to the data room.

4. Track activity

Detailed reports confirm who has logged into the data room, what they’ve reviewed, and when they were last active, so you can better manage investor relationships.

Revolutionize the way you do board reporting. Use a Firmex virtual data room.

Industry Solutions

Legal Share confidential documents with your clients, legal team and external third parties with security and control.	Corporate Share confidential documents beyond the corporate firewall with ease and security.
Pharma 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.
Private Equity Communicate with limited partners, auditors and portfolio companies in one secure location.	Investment Banking Get your deal moving fast with no page counting and no cost overruns.

Uncompromising security

Our uncompromising commitment to security means your confidential information always remains secure. Your data is stored 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. Learn More

24/7 support whenever you need it

Our in-house support team are data room experts and work with corporate professionals in over 197 countries worldwide. Call us anytime, day or night. We’re available 24/7/365, and will respond in 15 minutes or less, guaranteed. Learn More