Average Ratings 10 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

4Degrees No 
Affinity No 
Allocator No 
AlternativeSoft No 
Altvia No 
Backstop No 
Bloomflow No 
BlueFlame AI No 
Claude for Financial Services No 
Dynamo Software No 
Intapp DealCloud No 
Midaxo No 
Nasdaq eVestment No 
Navatar No 
Nucla No 
Raylu No 
Salesforce No 
TFS Manager for Dynamics CRM No 
Unified.to No 

Integrations

4Degrees Yes 
Affinity Yes 
Allocator Yes 
AlternativeSoft Yes 
Altvia Yes 
Backstop Yes 
Bloomflow Yes 
BlueFlame AI Yes 
Claude for Financial Services Yes 
Dynamo Software Yes 
Intapp DealCloud Yes 
Midaxo Yes 
Nasdaq eVestment Yes 
Navatar Yes 
Nucla Yes 
Raylu Yes 
Salesforce Yes 
TFS Manager for Dynamics CRM Yes 
Unified.to Yes 

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.
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Firmex

Founded

2006

Country

Canada

Website

www.firmex.com

Vendor Details

Company Name

PitchBook

Founded

2007

Country

United States

Website

pitchbook.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 

M&A

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 

Product Features

Data Discovery

Contextual Search Yes 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation Yes 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

FactSet Reviews

FactSet

FactSet Research Systems