Firmex for

Investor
Reporting

Improve communication, control access, and simplify document sharing.

Maximized investment

When using a VDR for core processes like diligence, maximize value by running additional document sharing on Firmex. It’s easy to integrate your investor reporting in the data room.

Ease and efficiency

Data room features are perfectly suited for easy document upload and access, as well as efficient communication at scale.

Centralized directory

Consolidate documents in one accessible and organized location, provisioned with individual proprietary folders for each investor.

223,000+

COMPANIES TRUST FIRMEX

1.4 million+

USERS SUPPORTED

180+

COUNTRIES SERVED

189,000

PROJECTS COMPLETED

Intuitive tools
that boost your productivity

The Firmex Advantage

Secure document sharing and storage

Safeguard your critical documents with enterprise-grade security, encryption, and granular permissions. Ensure only authorized stakeholders can view the correct files to protect sensitive information.

Streamlined communication

Notify investors when new materials are ready for review. Use the built-in Q&A feature to facilitate transparent communication and prompt users to reply. Track activity directly in the data room to confirm investors have reviewed the correct documents.

Complete accountability

Ensure good governance with a complete audit trail on users, document access, and activity. Advanced document controls like watermarking and offline document expiry limit the risk of document mismanagement or leakage.

Unlimited projects
with no constraints

There’s enough room for it all. Choose an unlimited Firmex virtual data room Subscription when you do more than one project per year.

Certified security with layered protection

Expert product support