Virtual Data Rooms for Investor Reporting

70% of the Fortune 100 use Firmex

Streamline investor communications

Compiling reports and communicating with investors doesn’t have to be stressful. Our virtual data room makes it easy to organize and deliver reporting, and provides investors with continuous access to the information they need. Getting set up is simple:

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 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.

Streamline investor reporting with a Firmex virtual data room.

Industry Solutions

Private Equity

Communicate with limited partners, auditors and portfolio companies in one secure location.


Share confidential documents beyond the corporate firewall with ease and security.


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.


Share confidential documents with your clients, legal team and external third parties with security and control.

Investment Banking

Get your deal moving fast with no page counting and no cost overruns.

Uncompromising security

Our commitment to security means your confidential information 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 when you need it

Our award-winning support team are data room experts. If you or your investors need help, give us a call. We’re available 24/7/365. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes. Learn More

Over 10,000 new data rooms a year are managed on Firmex

with clients from over 68 countries worldwide

March 2014

Private equity firm Sun Capital Partners acquired utilities company Aclara, a subsidiary of ESCO Technologies (NYSE:ESE), for $150 million.

December 2012

Berkshire Partners LLC acquired Lightower Fiber Networks & Sidera Networks in a $2 billion deal.

May 2010

Japanese pharmaceuticals company, Astellas Pharma Inc. (TYO:4503), acquired OSI Pharma in Melville, N.Y. for $4 billion.

Get your deal live within hours, not days.

10,000+ new data rooms a year for over 75,000 dealmakers.

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