Average Ratings 10 Ratings
Average Ratings 0 Ratings
Description
Firmex data rooms facilitate more deals, due diligence, and compliance processes than any other platform. With over 20,000 new rooms opened each year, thousands of businesses rely on Firmex to manage highly sensitive projects and processes. Our secure and robust data rooms, combined with industry-leading customer support, give you complete control over your critical documents. Firmex offers flexible pricing, including unlimited data room subscriptions and per-use transaction pricing. Compliant with SOC 2, GDPR, and HIPAA, Firmex also supports SSO, API integrations, and Redaction features.
Description
DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.
API Access
Has API
Yes
API Access
Has API
No
Integrations
VoPay
No
Pricing Details
Custom Quotes Available
Transaction/Per project:
1 Project with Unlimited Users With One-Time Purchase
Subscription:
Firmex Account With Unlimited users, Data Rooms and Projects Per Year
To learn more, please contact sales.
Transaction/Per project:
1 Project with Unlimited Users With One-Time Purchase
Subscription:
Firmex Account With Unlimited users, Data Rooms and Projects Per Year
To learn more, please contact sales.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Firmex
Founded
2006
Country
Canada
Website
www.firmex.com
Vendor Details
Company Name
Katipult
Founded
2014
Country
Canada
Website
www.katipult.com
Product Features
Data Governance
Access Control
No
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
No
Document Management
Yes
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
Yes
User Management
Yes
Version Control
No
Workflow Management
No
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
Yes
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes