Securely share with LPs
Communicate with limited partners in a transparent and professional manner. Firmex helps you share quarterly reports, capital calls, tax documents and other information securely online. No more large email attachments, or time-consuming postal packages. With Firmex, LPs have access to all the information they need anytime, anywhere.
1. Import documents
Create a custom-branded site and start importing documents using our simple drag & drop tool.
2. Set permissions
Set role-based access to information. LPs will only see the information they are granted access to. Apply additional security to documents; lock access to a specific computer, disable printing, and apply dynamic watermarks.
3. Notify users
Notify LPs when new documents are added to the data room with automatic email notifications.
4. Monitor activity
Detailed reports confirm who has logged into the data room, what they’ve reviewed, and when they were last active, for valuable insights into engagement levels.
Securely access critical reports anytime, anywhere, using Firmex.
Industry Solutions
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Uncompromising security
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.
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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.
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