Firmex

Firmex Virtual Data Room

Firmex combines traits of the huge VDR vendors and brave small-scale startups. On the one hand, you enjoy the functionality inherent to experienced providers. At the same time, you observe constant innovations and moderate prices that characterize fearless newbies who fight for the own niche. Being a relatively new player in the market, Firmex has managed to gain the respect of numerous clients worldwide: the company claims to support over 75,000 clients. On the list of their users, the one may notice such well-known names as Deloitte, PWC, E&Y, Deutsche Bank, and many representatives of investment banks, legal firms, energy, mining, pharmaceutical sectors, etc.

The VDR proves to be the most convenient for merger and acquisition transactions as it is equipped with multiple instruments that facilitate communication, speed up due diligence, and simplify every aspect of collaboration. In general, the room offers the usual set of options required for successful deal-making. For instance, it can boast of an excellent customer service. However, Firmex possesses plenty of unique and advanced features to surprise any customer. “View As” option is of a particular interest: it allows the platform owner to check out how each of the visitors views the VDR and to ensure himself that none of the files was accidentally viewed by a wrong user.

Company Info

(STR) Established 2006
(STR) Locations Canada, UK
(STR) Employees 100
(STR) Clients

UBS, Roche, Lazard, Goodyear, JP Morgan, Time Warner Cable, Barclays, Chevron, DLA Piper,Bryan Cave, ArcelorMittal, Sidley

Data Rooms Opened Per Year 15000
Unlimited Users Yes
Unlimited Users Yes
Unlimited Projects Yes
Data At A Fixed Cost Yes
Email files into data room Yes
CSAE3416 Compliant Yes
SAS70 Type II Compliant Yes
Lock Documents to Computer Yes

Support & Services

Business Hours Support Yes
24/7 Phone & Email Support Yes
Online Help Center Yes
Live Trainings Yes
Dedicated Project Manager Yes
(STR) Support Languages

French,English

Customization

Branded User Interface Yes
Custom Domain Yes
Custom Login Page Yes
Online Help Center Yes
Custom User Invitation Letter Yes
Custom Agreements for Accessing Data Room Yes
Integrations Through APIs Yes
Custom Workflows and Features Yes

Activity Tracking & Reporting

Tracking of All User Activity Yes
Real-Time Audit Trail Yes
Graphic Reports Yes
Exporting Reports to Excel Yes

Collaboration Features

Basic Questions & Answers Module Yes
Advanced Questions & Answers Module Yes
Secure User Messaging Yes
New Document Email Notifications Yes
Files & Folders Notes Yes

Search, OCR & Filters

Search by Name Yes
Search by Content (Full Text Search) Yes
OCR (Optical Character Recognition) Yes
Filtering by Parameters Yes

Accessibility & Ease Of Use

No Plugins Yes
Scroll-Through Web-Based Document Viewer Yes
Web-Based Excel Spreadsheets Viewer Yes
iOS Application Yes
(STR) User Interface Languages English, French

Access Security

Two-Factor Authentications Yes
Granular User Permissions Yes
Permission Groups Yes
Access Expiration Yes
Access Limitation by IP Address Yes

Data Hosting & Infrastructure Security

99.9% Uptime Guarantee Yes
ISO 27001 Certified Yes
SOC 2 Certified Yes
SSAE 16 Certified Yes
Data Backup Yes
Virus Scanning Yes

File Protection & Digital Rights Management

Granular Document Permissions Yes
View-Only Access Yes
Prevention of Download, Print and Copy Yes
Remote Shredding of Documents Yes
Customizable Document Watermarks Yes
Document Access Expiry Yes
256-Bit SSL/TLS Encryption Yes
Data at Rest Encryption Yes

Files & Folders Management

(STR) File Formats Supported Yes
Automatic Numerical Indexing of Files & Folders Yes
Drag & Drop Upload of Multiple Files and Folders Yes
Export of Data Room Index to Excel Yes
Document Version Control Yes
Multilingual Documents Index Yes

Industry Solutions

Bankruptcy Yes
Biotech Licensing Yes
Board Portals Yes
Clinical Studies Yes
Debt Financing Yes
Distressed Real Estate Yes
Document Repository Yes
Due Diligence Yes
Fundraising Yes
Hedge Funds Yes
IPO & Exits Yes
Litigation Yes
M&A Buy Side Yes
M&A Sell Side Yes
Post Merger Yes
Private Equity Yes
Procurement Management Yes
Restructuring Yes