From investor reporting and portfolio company filings to due diligence, you’ll stay on top of your fund or portfolio with a Firmex Virtual Data Room.
Managing a fund or portfolio requires you to review and distill mountains of confidential financial documents to make sure companies are performing the way you and your investors expect. With a Firmex Virtual Data Room, you can reliably share high volumes of documents with limited partners, lenders, and portfolio companies. By keeping everything organized in a secure data room, you’ll have greater visibility into your fund and be ready to make the most of any opportunity.
of the Top 10 Private Equity firms have used Firmex.
new data room projects per year.
in total transactional value run on the Firmex VDR platform.
One powerful data room. Many uses.
When the stakes are high, funds and private equity firms trust Firmex to collaborate with investors and portfolio companies and close deals, so nothing gets in the way of a successful outcome.
Portfolio Company Filings & Reporting
Make communication with investors fast and efficient. Portfolio companies can upload their monthly and quarterly reports to the secure VDR to showcase their strengths. Folder level security and user permissions ensure the right parties always get the information they need – and no one else.
Share confidential portfolio information, tax and fund documents with limited partners in a professional and transparent manner that instills trust. Reduce the recurring burden of investor reporting and keep required documents organized and instantly accessible 24/7.
When you’re considering acquiring a company for your portfolio, Firmex lets you import a due diligence checklist to the VDR and then invite the company to upload supporting documents using a simple drag and drop. Your team is notified as soon as documents are uploaded. Tags and statuses allow you to assign documents to specific team members and set up your own workflow for document review.
Sell-side Due Diligence
When the time comes to sell a portfolio company, a Firmex VDR makes it easy to open up due diligence to multiple potential buyer groups, either all at once, or through a staged diligence approach. Monitor document activity in the data room to identify serious buyers, and control the process to remove bottlenecks to a successful outcome.