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
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Uncompromising security
Uncompromising securityOur 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