Find out what the world’s most widely used data room can do for you.

Firmex for Private Equity

From investor reporting, to portfolio company filings, to due diligence—stay on top of your fund with a virtual data room. Share confidential documents with limited partners, lenders, and portfolio companies.


new data room projects per year.


customers in 110 countries have trusted Firmex.


expert support.

Made for Private Equity

With more than 15,000 new data rooms opened every year, more private equity deals get done on Firmex. Here’s why.


Portfolio Company Filings and Reporting

Communicate efficiently with investors. Upload reports to be accessed in the virtual data room. Set user permissions so that the right parties can access the information they need.

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Buy-side Due Diligence

Import a due diligence checklist to Firmex and invite the target company to easily upload supporting documents. Assign documents to specific team members and set up your own workflow for document review.

LP Reporting and Investor Reporting

Share portfolio information, tax, and fund documents with limited partners. Reduce the burden of investor reporting. Keep required documents organized and instantly accessible.

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Sell-side Due Diligence

Firmex makes it easy to open due diligence to multiple potential buyer groups. Monitor document activity in the data room to identify serious buyers and control the process to remove bottlenecks on the deal.

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Organize and share large volumes of confidential documents with investors, lenders, auditors, and limited partners. Manage due diligence, restrict access, and see how parties are engaging with documents to identify serious investors.

Firmex Security

Multi-Layer Security That Keeps Documents Safe

Our layered approach to security is what keeps your documents safe, confidential, and secure.

  • Lock down documents
  • Advanced user permissions
  • Secure, encrypted environment
  • Certified and compliant with major industry standards

“Firmex is an essential service used for mid-market M&A. The overall experience has been great, with exceptional customer service and ease of use.”

Huzaifa Khan, Associate Corporate Finance, Deloitte

“Closing a deal without Firmex Data Room would be like running an airport without air traffic control.”

Gillian Stacey, Partner & Technology Committee Chair, Davies Ward Phillips & Vineberg LLP

“For the price, this product is a fantastic value. Easy to use and has most of the features we need without all of the unnecessary functions that some other providers have added to their platforms.”

Michael Stotz, Analyst, FocalPoint Partners

“Firmex is a great tool for organizing our financial and technical due diligence campaigns. We also share data with consultants and contractors on the same platform.”

John Antwi, Senior VP, Corporate Development & Planning, Klondex Mines Ltd.

“Firmex not only provides us with the tools we need to professionally manage our due diligence and closing process, but they do it at a price point that works for us.”

Quintin Payne, Senior Director, Operations and Compliance, MNP Corporate Finance Inc.

Choose a Plan: Subscription or Single Use

Whether you need a data room for a one-time transaction, or work on multiple projects per year, Firmex has the right solution for you.


Run multiple projects for one affordable annual fee. Recommended for clients who open more than two projects per year.


  • Unlimited virtual data rooms for all of your secure sharing needs
  • Quick and easy setup
  • 24/7/365 support
  • Stay diligence ready
  • Cost effective when running more than one project

Processes Supported

Buy-side and Sell-side M&A, Fundraising, Portfolio Company Filings and Reporting, LP Reporting

detailed reports

Single Use

Run a one-time deal or project with simple pricing based on users and data. Quickly and easily extend or upgrade at any time.


  • One project
  • Quick and easy setup
  • 24/7/365 support
  • Fixed fee
  • Subscribe any time
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Team that cares

Always-on Expert Support

Our award-winning support team has supported thousands of projects and deals is on standby, ready to help.

  • 24/7/365 customer support
  • Industry-leading support responds in 1 minute or less
  • Full archiving service once your project or deal is done

Industry Insights