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About

FirmRoom is a cloud-based virtual data room. The solution helps organizations to manage due diligence, and other information-dense processes, through secure document management and file sharing. Features such as drag and drop, bulk upload, & smart search enable seamless collaboration. Additional key features include data tracking, data analytics, audit trails, customized notifications, individual and bulk invitations, bulk file upload, single sign-on, and a user activity tracker. Our VDR is trusted by professionals all over the world. We not only meet industry security standards but go above & beyond to protect your documents. Never worry about who can see what again. Easily transform, retrieve, & classify documents & folders on our smart platform. And best of all, forget per page pricing and surprising invoices you don't want to show your client. Our flat-rate pricing is transparent, unlimited storage and the amount of data you actually need.

About

Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.

About

Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment Banks, Corporate Development Teams, Private Equity Firms

Audience

Firms and teams in search of a solution to manage their pipeline and grow their businesses

Audience

Investor portal for asset and investment managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$400.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FirmRoom
Founded: 2018
United States
firmroom.com/welcome

Company Information

Intapp
Founded: 2000
United States
www.intapp.com/dealcloud/

Company Information

InvestorFlow
Founded: 2009
United States
www.investorflow.com

Alternatives

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
Backstop

Backstop

Backstop Solutions Group
IMS

IMS

RealPage

Categories

Categories

Categories

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

ArcGIS
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
Docusign
FactSet
Grata
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft Outlook
PitchBook
Preqin
Raylu
S&P Capital IQ Desktop
Seismic
Slack
SourceScrub

Integrations

ArcGIS
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
Docusign
FactSet
Grata
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft Outlook
PitchBook
Preqin
Raylu
S&P Capital IQ Desktop
Seismic
Slack
SourceScrub

Integrations

ArcGIS
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
Docusign
FactSet
Grata
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft Outlook
PitchBook
Preqin
Raylu
S&P Capital IQ Desktop
Seismic
Slack
SourceScrub
Claim FirmRoom and update features and information
Claim FirmRoom and update features and information
Claim Intapp DealCloud and update features and information
Claim Intapp DealCloud and update features and information
Claim InvestorFlow and update features and information
Claim InvestorFlow and update features and information