FirmRoom:
Achieving Objectives
at Every Step of Your Investment Banking Transaction

Launch a secure, buyer/investor-ready data room without slowing down the deal. FirmRoom helps investment banking teams organize diligence, control access by bidder group, monitor engagement, and deliver a professional experience to clients and buyers.

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3,000+

Transactions Supported

5,000+

Investment Banking Professionals

Run a More Controlled Sell-Side/Fundraise Process from Preparation Through Close

FirmRoom gives investment banking teams one secure workspace for preparing the data room, bringing buyers/investors into the process, managing confidential information, and maintaining visibility throughout diligence.

Win the Mandate

Show clients that your team has a clear plan for managing confidential information and delivering an organized, professional buyer experience.

Prepare the Deal Room

Work with your client to collect, organize, and review financial, commercial, legal, and operational materials before buyers/investors enter the room.

Manage Buyer Diligence

Control access by bidder group, protect sensitive documents, monitor participation, and keep buyers and investors moving toward the next process milestone.

Close with a Complete Record

Maintain a detailed audit trail and preserve an organized archive of transaction documents and room activity after the deal closes.

Built for ease-of-use

Get the Room Live Without Slowing Down the Deal

Sell-side timelines leave little room for complicated software. FirmRoom’s intuitive interface helps your team create the room, organize documents, establish permissions, and invite participants with minimal training. Clients can contribute information more easily. Buyers/Investors can find what they need. Your team can spend less time administering the VDR and more time running the process.

"Time is money, and FirmRoom has transformed my workflow. Its incredibly intuitive design allowed me to hit the ground running, focusing on my clients and closing deals faster. A game-changing solution that every investment banker needs!'

Mia Wright

CEO, Apiax

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Protect Your Client’s Most Sensitive Deal Information

Your client trusts your team to manage confidential information throughout the sale process. FirmRoom gives you precise control over what each participant can access, without creating unnecessary friction.

Protect confidential files with dynamic watermarks, view-only access, and redaction
Set permissions at the user, group, folder, and document level
Rely on SOC 2-certified security, AWS hosting, encryption, and two-factor authentication

Learn more about data security

See How Buyers/Investors Are Engaging with the Deal

FirmRoom’s user and document-level analytics give your deal team greater visibility into activity inside the room.

See which bidder groups are active, which materials are receiving attention, and where follow-up may be needed as indications of interest, management meetings, and bid deadlines approach.

Review top users, document activity, and a complete room audit log from one place.

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“By switching to FirmRoom for our fundraising diligence and document management, we’ve seen a 25% reduction in time it would normally take using email, attached files, and a folder system. It’s been a game-changer for our venture capital firm.”

Daniel Lenartowicz

Sr. Investment Banker

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Collaboration And Access Control

Keep Every Participant in the Right Information Flow

A sell-side process may involve your deal team, company management, buyers, attorneys, accountants, consultants, and financing sources. FirmRoom brings them into one controlled environment while ensuring each group sees only the information it is authorized to access.

Organize buyers and advisers into separate permission groups

Control viewing, downloading, and document access for each user or group

Require and track NDAs before granting access

Update or revoke access as bidders move through the process

Keep Diligence Moving When the Timeline Is Tight

Slow uploads, confusing file structures, and difficult navigation create unnecessary friction for your team and prospective buyers/investors. FirmRoom provides a fast, intuitive experience designed to keep document-heavy diligence moving

Upload and organize large document sets efficiently
Help participants find information with automatic indexing and search
Support fast, secure document sharing across the entire deal team
Give clients and buyers/investors a platform they can use with minimal training

A Secure Data Room for Every Investment Banking Mandate

While FirmRoom is especially well suited to sell-side M&A, investment banking teams can use the platform for a range of transactions requiring controlled document sharing and due diligence.

Sell-Side M&A
Buy-Side M&A
Restructuring

Capital Raising
IPO and Capital Markets Transactions

Remove the Friction That Slows Down Sell-Side Diligence

Running a competitive sale process is difficult enough with scattered email attachments, confusing permissions, manual activity tracking, and unpredictable VDR costs.

FirmRoom gives your team one secure, organized workspace for managing documents, buyers/investors, access, and activity, helping you run a more controlled process and deliver a better experience to your client.

WHY SWITCH TO FIRMROOM

A More Practical Data Room for Your Next Sell-Side Mandate
FirmRoom combines an intuitive user experience, transaction-ready controls, easy setup, transparent pricing, and responsive chat support. Your team gets the functionality required to run a professional diligence process without unnecessary complexity or unpredictable per-page charges.

Launch the Process Faster: Create the room, upload materials, establish permissions, and begin inviting participants without a prolonged implementation process.
Deliver a Better Client and Buyer/Investor Experience: Give clients an easier way to contribute documents and buyers a clear, intuitive environment for completing diligence.
Maintain Control Throughout Diligence: Manage bidder groups, protect sensitive information, monitor activity, and preserve a complete audit trail from launch through close.

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Trusted by Dealmakers for High-Stakes Transactions

Launch Your Next Sell-Side/Fundraise Data Room with Confidence

Create a secure, buyer/investor-ready virtual data room for your next mandate. Explore every core FirmRoom feature free for 14 days and see how easily your team can prepare the room, manage access, and keep diligence moving.

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Frequently asked questions

How does FirmRoom support a sell-side M&A process?

FirmRoom gives investment banking teams a secure workspace for preparing diligence materials, organizing documents, managing access by bidder group, monitoring buyer activity, and maintaining an audit trail throughout the sale process.Your team can use FirmRoom from initial room preparation through buyer diligence and closing.

How quickly can our team launch a sell-side data room?

FirmRoom is a fully self-serve product. Your team can create a room in under 5 minutes by starting a free trial and begin uploading documents immediately. Drag-and-drop uploads, automatic indexing, document search, and intuitive permission controls help you prepare the room without a lengthy implementation process. Whenever the team decides to upgrade to the paid plan they can navigate to settings -> billing, select a plan and pay using their credit card.

Can we separate buyers into different permission groups?

Yes. You can organize buyers and other participants into groups and control which folders and documents each group can access. Permissions can be adjusted as bidders advance through the process.

Can we prevent buyers from downloading sensitive documents?

Yes. FirmRoom provides granular access controls, including view-only permissions. Your team can also use customizable watermarks, redaction, NDA workflows, and access revocation to protect confidential information.

Can our team monitor buyer activity?

Yes. FirmRoom provides user- and document-level analytics showing who accessed information, which documents were reviewed, and when activity occurred. FirmRoom also maintains a complete audit trail of room activity. Engagement data provides useful signals for your deal team, although it should be considered alongside direct buyer/investor communication and other process information.

Can we invite clients, buyers, attorneys, and other advisers?

Yes. Paid FirmRoom plans include unlimited internal and external users. You can invite company management, prospective buyers/investors, legal advisers, accountants, consultants, lenders, and other transaction participants without per-user charges.

How does FirmRoom pricing work for an investment banking transaction?

Each current FirmRoom plan includes one secure data room and every core feature. Pricing is based on the storage capacity selected, with unlimited users on paid plans, month-to-month billing, and no per-page charges.This gives your team a clear VDR cost that is easier to estimate and communicate to the client.

How does FirmRoom protect confidential deal information?

FirmRoom is SOC 2 certified and hosted on AWS. The platform uses AES-256 encryption, encryption in transit and at rest, two-factor authentication, granular permissions, watermarking, redaction, view-only access, and detailed audit reporting.

Is a free trial available?

Yes. FirmRoom offers a 14-day free trial with all core features available and no credit card required. Trial accounts can invite up to 10 users. Paid plans include unlimited internal and external users.