Streamline the fundraising process.
Firmex data rooms provide structure and organization around the fundraising process, so you can better compete for capital. Share information around past portfolio performance with investors in a secure manner. Keep closing documents organized and ready for investor reporting and auditing requirements. We can get your fundraising project live within 1 hour.
1. Import documents
Drag & drop documents from your desktop into the data room. Segregate documents for lenders, investors and other stakeholders by dragging them into place.
2. Apply security
Limit what information can be seen. Apply security at the project, folder, or document level. Set document expiry dates to coincide with review deadlines, and remotely revoke documents should an investor drop out.
3. Notify users
Automatic email notifications let users know when new documents are added to the data room.
4. Answer questions
Field and respond to questions quickly using our Q&A module. Real-time reports reveal how long responses are taking, and who in your team has been assigned to respond.
5. 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 gauge how the fundraising process is tracking.
“We use Firmex for…third party diligence to qualify for funding. We have found it surprisingly straightforward.”
– Jonathan Best, Program Manager, Cellcentric
Share confidential documents with your clients, legal team and external third parties with security and control.
Share confidential documents beyond the corporate firewall with ease and security.
Remove the anxiety that comes with sharing sensitive intellectual property.
Share large, critical documents with partners, investors and external third parties anytime, anywhere.
Communicate with limited partners, auditors and portfolio companies in one secure location.
Get your deal moving fast with no page counting and no cost overruns.
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. Learn More
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. Learn More