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.
20,000
new data room projects per year.
4,200+
customers in 110 countries have trusted Firmex.
24/7/365
expert support.
Made for Private Equity
With more than 20,000 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.
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.
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.
Fundraising
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.
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
“Closing a deal without a Firmex Data Room would be like running an airport without air traffic control.”
“An incredibly user-friendly site, without a doubt one of the best platforms around for secure, virtual documentation sharing, and the facilitation of M&A related efforts.”
“Firmex is easy to use and has a great user interface. The customer service support is extremely commendable. The service is quick, professional and above all friendly.”
“It is my go to data room provider. I like that it is user friendly and cost-effective relative to alternatives. Also excellent customer service.”
“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.”
“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.”
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.
Subscription
Run multiple projects for one affordable annual fee. Recommended for clients who open more than two projects per year.
Value
- 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
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.
Value
- One project
- Quick and easy setup
- 24/7/365 support
- Fixed fee
- Subscribe any time
Always-on Expert Support
Our award-winning support team has supported thousands of projects and deals, and is on standby, ready to help.
- 24/7/365 customer support
- Industry-leading support responds instantly
- Full archiving service once your project or deal is done
