Firmex for
Investment Banking

Simplifying diligence so that you and your clients can focus on dealmaking.

BMO_Capital
CantorFitzgerald
CIBC
EY
IMAP
Piper-Sandler
PWC
Raymond_James
RBC
Stephens
Stifel
TDSecurities
Keybank_Capital
PEI
Scotiabank
NationalBank
Cascadia
Marathon_Capital
Alantra

Designed for diligence

Simplify
processes

Get set up in minutes. Start uploading data and manage permissions seamlessly. Accelerate workflows with intuitive functionality.

Control
the deal

Leverage your data room from the moment a mandate is signed to successful close. Maintain complete confidentiality at every phase.

Focus
on outcomes

Limit low-value document admin effort with pre-configured project templates for every type of deal. Focus your team on getting to yes.

Maintain momentum

Monitor document activity to sort the interested from the tire-kickers. Use insights to propel your strategy and tactics where they matter most.

223,000+

COMPANIES TRUST FIRMEX

1.4 million+

USERS SUPPORTED

180+

COUNTRIES SERVED

189,000

PROJECTS COMPLETED

Use Firmex for all
your core processes

Firmex Virtual Data Room Reviews

Intuitive tools that facilitate dealmaking

  • Complimentary deal staging
  • Pre-configured project templates
  • Up to 50 GB drag and drop uploads
  • Secure viewer and DRM-protected downloads

Intuitive Interface

Designed with simplicity in mind so that you and users can focus on moving your deals forward.

Efficient User Management

Pre-configure groups, set their permissions, and add unlimited users in just four clicks, then use View As to verify access.

Advanced Document Controls

Protect your clients’ confidential information with watermarks, download/print restrictions, and offline access expiry.

Redaction

Leverage built-in redaction to scrub documents of any sensitive information before they get shared with third parties.

Reporting

Monitor the cadence of a deal through reports that measure users’ activity to gauge interest from different groups.

Unlimited projects
with no constraints

Choose an unlimited Firmex Subscription when you do more than one project per year. Get access to the extra benefits of an always-on virtual data room.

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  • Eliminate the risk of an inadequate diligence platform when you provide the data room
  • Add value for your clients with industry-leading experience
  • Cost certainty means no need for conversations about data room extensions or overages
  • Complete the whole deal lifecycle in one secure place

Certified security with layered protection

  • Secure, encrypted environment
  • Advanced document control
  • Customizable user permissions
  • Certified with major standards like SOC 2 and HIPAA
VIEW OUR SECURITY

Expert product support

  • One level of round-the-clock support for you and all your users
  • In-house global support
  • Service in English, French, German, and Spanish
  • GDPR-compliant
SEE PRODUCT SUPPORT
Deals completed
with Firmex
Corporate Advisor Rovensa Acquires Family-owned Biostimulants Lisage International Acquired by NSM Insurance Group Cisco Systems Inc. acquired Threatology, Inc. Bell Canada acquired Ziply Fiber Accelerated Innovations acquired by VertexOne Quinbrook Infrastructure Partners secures $975 million in financing for the Rowan Digital Infrastructure AMPYR Energy USA secures up to $200 million in financing with Crayhill Capital Management LP All-Fab Group acquired by Sycamore Partners
"The customer service is excellent. The 24/7 customer service is a great security blanket to have, knowing that a solution to any problem is available any time of day."
GriffinAnalyst, Investment Banking, 11-50 Employees, U.S.
Griffin
"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."
MichaelVice President, Investment Banking, 5,001-10,000 Employees
Michael
“I’ve never had a client unable to understand how to use or access the data room. The customer service is the best I’ve seen. Very amenable if a transaction takes longer or goes on pause.”
Wesley D.Vice President, Investment Banking, 11-50 Employees
Wesley D.
“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 S.Analyst, Investment Banking, 51-200 Employees
Michael S.

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