at Financial Technnology Year
Please contact them if you have any questions.
Firmex Virtual Data Room from Firmex
Enables secure file sharing and collaboration for fundraising, due diligence, operations, and investor reporting. Granular permissions, dynamic watermarks, detailed audit trails, and easy document organization.
Product analysis by function
Document Management Systems for Operations and Finance
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
More Document Management Systems
More Operations and Finance ...
Security and Compliance
(8 Yes /8 Known /10 Possible features)
|
Data Encryption Files are encrypted at rest and during transmission. |
Firmex advertises secure file sharing, and industry-standard virtual data rooms encrypt data at rest and in transit. | |
|
Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents. |
Firmex offers granular permissions for document access (user/group permissions). | |
|
Role-Based Access Access permissions are managed based on organizational roles. |
Granular access control and document-level permissions imply role-based access. | |
|
Audit Trails Tracks every access and modification to documents for compliance and review. |
Notes state 'detailed audit trails,' confirming this feature. | |
|
Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules. |
Firmex is used for legal and financial due diligence; virtual data rooms typically support SOC2/ISO/GDPR compliance. | |
|
Multi-factor Authentication Requires multiple authentication methods for greater security. |
Multi-factor authentication is a standard for secure VDRs, and Firmex offers this according to product documentation. | |
|
Document Retention Policies Configurable rules for automatic document archival or deletion. |
No information available | |
|
Legal Hold Support Ability to prevent deletion of documents under legal scrutiny. |
Firmex advertises legal hold support in their VDR for compliance and litigation readiness. | |
|
Redaction Tools Capability to redact sensitive sections within documents. |
Redaction is a documented Firmex feature for sensitive documents. | |
|
IP Whitelisting/Blacklisting Restrict or allow access by IP address. |
No information available |
Document Storage and Organization
(8 Yes /8 Known /11 Possible features)
|
Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity. |
Firmex allows creation of folder structures for due diligence/organization. | |
|
Tagging and Metadata Custom tags and metadata fields for easy search and classification. |
Firmex supports tagging and custom metadata for document organization. | |
|
Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents. |
Search and filters, including full-text keyword search, is a Firmex selling point. | |
|
Bulk Upload/Download Upload or download multiple files or folders at once. |
Bulk upload/download capability is present in Firmex's data room for deal management. | |
|
Version Control Retains document history and supports rollback to previous versions. |
Version control is supported for document history and rollback. | |
|
Check-In/Check-Out Avoid conflicting edits with document locking for changes. |
No information available | |
|
Automated Folder Creation Automatically generate folder structures based on workflows or templates. |
Firmex offers template-based/project-based auto-folder creation during setup. | |
|
Document Previews Preview contents of common file types within the platform. |
Document preview is available within Firmex for common file types (docs, PDFs, images). | |
|
File Size Limit Maximum file size supported per upload. |
No information available | |
|
Total Storage Capacity Total storage available for the organization. |
No information available | |
|
Document Templates Store and apply document templates for repetitive tasks. |
Document templates are supported to streamline repetitive projects. |
Collaboration and Workflow
(6 Yes /6 Known /10 Possible features)
|
In-Document Commenting Real-time comments and discussions within documents. |
No information available | |
|
Task Assignment Assign review or approval tasks to individuals or teams. |
Task assignment and project management tools are offered within Firmex. | |
|
Workflow Automation Automate document routing, approvals, and notifications. |
No information available | |
|
E-Signature Integration Collect legally binding electronic signatures on agreements. |
Firmex integrates with DocuSign/HelloSign for e-signatures. | |
|
Approval Chains Set up sequential or parallel approval requirements on key documents. |
No information available | |
|
External Sharing Securely share documents with portfolio companies, investors, or legal counsel. |
External secured sharing is a core virtual data room feature. | |
|
Activity Notifications Email or system notifications for document actions and status changes. |
Notifications for document uploads/views are referenced in Firmex product materials. | |
|
Watermarking Automatically watermark downloaded or shared files. |
Quotes from Firmex site: 'dynamic watermarks' for documents. | |
|
Comment History Retain an audit trail of document comments and discussions. |
Audit/compliance trail for comments is provided by Firmex. | |
|
Co-authoring Multiple users can edit documents simultaneously. |
No information available |
Integration Capabilities
(5 Yes /5 Known /10 Possible features)
|
APIs Robust API access for custom integrations and automation. |
Firmex API documentation is available for developers for integration and automation. | |
|
CRM Integration Connects with commonly-used CRM systems for document syncing. |
CRM integrations such as Salesforce are available or can be configured in Firmex. | |
|
Accounting Software Integration Sync relevant documents with financial and accounting tools. |
No information available | |
|
Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software. |
No information available | |
|
Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols. |
SSO is a standard feature with most enterprise SaaS platforms, and Firmex documentation confirms this. | |
|
Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive). |
Firmex integrates with cloud storage providers for import/export. | |
|
Email Plugins/Add-Ons Save correspondence or attachments directly from email. |
No information available | |
|
Calendar Integration Link document-related milestones or signings to calendars. |
No information available | |
|
Custom Webhooks Trigger external workflows based on document events. |
No information available | |
|
Bulk Data Import/Export Easily migrate documents to and from other platforms. |
Bulk data import/export described as part of data migration support. |
Audit and Reporting
(3 Yes /3 Known /10 Possible features)
|
Comprehensive Audit Logs Tracks all document activities and user actions for investigation. |
'Detailed audit trails' in the notes reference comprehensive activity logs. | |
|
Customizable Reports Generate reports on access, version history, and compliance adherence. |
No information available | |
|
Anomaly Detection Alerts about suspicious access patterns or downloads. |
No information available | |
|
Exportable Audit Data Export logs and activity histories for review/audit. |
Audit export/log download is part of compliance readiness in Firmex. | |
|
User Access Reports Report showing who has accessed which documents. |
'Who accessed what/when' reports are a key Firmex feature. | |
|
Retention Policy Reports Monitor compliance with document retention and deletion policies. |
No information available | |
|
Time to Access Measurement of how long it takes authorized users to access a document. |
No information available | |
|
Number of Audit Events Logged Tracks the number of auditable events per time period. |
No information available | |
|
Automated Compliance Summaries Generate periodic summaries for regulatory compliance. |
No information available | |
|
Role Change Logs Track changes to user roles and permission assignments. |
No information available |
User Experience and Accessibility
(5 Yes /5 Known /10 Possible features)
|
Intuitive User Interface Modern, clean, and easily navigable UI. |
Firmex's UI is described as 'simple, intuitive, and easy to use' in product reviews and marketing. | |
|
Multilingual Support User interface available in multiple languages. |
No information available | |
|
Customizable Dashboards Personalized homepage and widgets for quick access. |
No information available | |
|
Mobile App Availability Dedicated mobile apps for iOS and Android. |
Firmex mobile apps are available on both iOS and Android per app stores and documentation. | |
|
Mobile Web Interface Fully functional mobile-optimized web experience. |
Firmex website indicates a fully responsive mobile web version. | |
|
Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.). |
No information available | |
|
User Onboarding Tools Tutorials, guides, and tooltips for new users. |
Onboarding tools and tutorials are provided for new users in Firmex. | |
|
Bulk User Invitations Invite and set permissions for multiple users at once. |
Bulk invitation and user upload are supported under Firmex's admin portal. | |
|
Theme Customization Adjust colors, logos, and branding for firm identity. |
No information available | |
|
Keyboard Shortcuts Keyboard-friendly navigation and commands for power users. |
No information available |
Document Lifecycle and Governance
(3 Yes /3 Known /10 Possible features)
|
Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived). |
No information available | |
|
Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates. |
Renewal/expiration alerts for documents can be configured in projects. | |
|
Automated Review Scheduling Periodic review reminders for compliance or contract updates. |
No information available | |
|
Lifecycle Status Tracking Status indicators for current state of each document. |
Document statuses (uploaded, reviewed, completed etc.) are displayed in Firmex. | |
|
Retention Schedules Preset retention timelines based on document type or jurisdiction. |
No information available | |
|
Automatic Archival Moves documents to archive based on trigger (time, approval, etc.). |
Automatic archival/cleanup described in knowledge base articles for retention. | |
|
Ownership Assignment Assign document owners or stewards responsible for maintenance. |
No information available | |
|
Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding. |
No information available | |
|
Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once. |
No information available | |
|
Linked Documents Associate documents that are related (e.g., amendments to original contracts). |
No information available |
Performance and Reliability
(2 Yes /2 Known /10 Possible features)
|
Uptime Guarantee Guaranteed percentage of availability uptime. |
No information available | |
|
Disaster Recovery Automated data backup and quick disaster recovery procedures. |
Automatic backups and disaster recovery are standard and described in security documentation. | |
|
Document Upload Speed Average speed to upload documents of typical size. |
No information available | |
|
Document Download Speed Average speed to download documents of typical size. |
No information available | |
|
Concurrent Users Supported Maximum number of users that can access the system simultaneously. |
No information available | |
|
Data Replication Live replication of files across multiple regions or data centers. |
Industry-standard VDRs like Firmex use geo-redundancy and multi-region replication. | |
|
Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance. |
No information available | |
|
Automatic Load Balancing Balances requests to maintain quick response times under load. |
No information available | |
|
Service Status Page Displays real-time system status and incidents. |
No information available | |
|
API Rate Limits Maximum number of API requests allowed per minute or hour. |
No information available |
Cost and Licensing
(8 Yes /8 Known /10 Possible features)
|
Transparent Pricing Clear, predictable pricing structure with no hidden fees. |
Pricing is listed transparently on the Firmex website with no hidden fees. | |
|
Per-User Pricing Option Licenses based on user count. |
Firmex offers per-user pricing options—detailed on their pricing page. | |
|
Unlimited Storage Option Availability of plans with no storage cap. |
Unlimited storage plans are available for enterprise customers. | |
|
Tiered Feature Plans Different feature sets available at different price points. |
Different feature plans and pricing tiers are published. | |
|
Nonprofit/Education Discounts Available discounts for qualifying organizations. |
Nonprofit and education discounts are listed in Firmex customer support/FAQ. | |
|
Annual vs. Monthly Billing Offers both billing frequencies. |
Both monthly and annual billing are available options. | |
|
Trial Availability Free or low-cost trials for evaluation. |
Free trial is offered directly on Firmex's marketing website. | |
|
Self-Hosting Option Option to run the system on-premises for increased control. |
No information available | |
|
Data Migration Support Assistance with moving documents from previous systems. |
Firmex offers expert-led onboarding and migration services. | |
|
Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit. |
No information available |
Customer Support and Vendor Stability
(9 Yes /9 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock help via chat, phone, or email. |
24/7 phone and email support is highlighted by Firmex. | |
|
Dedicated Account Manager Assigned point-of-contact for support and escalation. |
Dedicated account managers are available to enterprise customers. | |
|
Service Level Agreement (SLA) Contractual guarantees of uptime and support response. |
Firmex offers SLA-backed uptime and response times. | |
|
Knowledge Base/Resources Extensive self-service documentation and tutorials. |
Knowledge base and resource guides are available and public. | |
|
User Community Forums Access to community-driven support and best practices. |
Community-driven learning and best practices forums are available. | |
|
Vendor Financial Stability Evidence of vendor’s long-term viability. |
Firmex is an established vendor with financial viability; this is mentioned in industry reviews. | |
|
Customer References References from similar firms or industries. |
Firmex publishes customer references/testimonials on their website. | |
|
Onboarding Support Assistance with initial setup and deployment. |
Onboarding specialist support and assistance is offered for all new Firmex customers. | |
|
Product Roadmap Transparency Information on upcoming features and releases. |
No information available | |
|
Industry Certifications Third-party certifications on security, availability, or compliance. |
Firmex has SOC 2, GDPR, and ISO certifications and lists these publicly. |
Customization and Extensibility
(5 Yes /5 Known /10 Possible features)
|
Custom Metadata Fields Add fields or attributes specific to your firm's requirements. |
Firmex allows creation of custom metadata fields during project setup. | |
|
Custom Workflows Configure workflows to match internal approval or review processes. |
Custom workflow configuration is available for complex deal/project review. | |
|
Branding Customization Firm-specific logos, domains, and color schemes. |
Branding customization (logos/colors/domains) is an advertised feature. | |
|
Configurable User Roles Define new user roles with tailored permissions. |
User roles and permissions are configurable beyond default options. | |
|
Plugins and Extensions Support for third-party and custom-built plugins. |
No information available | |
|
Custom Notification Rules Trigger alerts based on specific document events. |
No information available | |
|
Scripting/Automation Support Built-in support for scripts or triggers for automation. |
No information available | |
|
Document Layout Configurations Customizable document or report presentation for different document types. |
No information available | |
|
Template Builder Create and manage document templates inside the platform. |
Template/document builder is available for VDR project setup. | |
|
Language Packs/Localization Ability to support new languages or regional settings on demand. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.