Merrill DataSite Fundraising Solution
Streamlining the fundraising process
Preparing for a capital funding event is one of the most challenging and time-consuming stages in a company’s life cycle. Gathering, organizing and exchanging information for the due diligence review process can put a strain on any growing company’s resources and the need for the fundraising management software is inevitable. The process can be even more difficult when the company has to integrate paper-based materials. Today, leading companies are eliminating these challenges by leveraging Merrill DataSite, a premier virtual data room (VDR) solution that streamlines and accelerates due diligence review.
Merrill DataSite is well-recognized among private equity (PE) firms as a top-ranked virtual data room solution for acquisitions, divestitures and other portfolio management activities. However, many PE firms are not aware that Merrill DataSite is also an ideal solution to streamline and simplify their fundraising activities, making it a very helpful tool.
Merrill DataSite allows PE firms to streamline all of the activities involved in raising a fund, and makes the process much easier to manage while saving valuable time. Equally important, this fundraising management software also simplifies and accelerates the due diligence process for potential investors. Our client base of “fundraising” users includes many PE firms of all sizes in the U.S., Europe, Central and South America, China and Australia.
Merrill DataSite can be used throughout the entire life cycle of a transaction. All work is managed and monitored in a secure online environment, resulting in a faster, more efficient preparation process in which no detail is overlooked. Consequently, a company can be well-prepared for a capital funding opportunity that requires thorough due diligence. All members of the working group − attorneys, accountants, consultants, financial sponsors, underwriters, company executives, employees and board members − can take advantage of Merrill DataSite’s powerful online tools to:
- Gain immediate access to key information
- Research and investigate information for drafting sessions
- Conduct complete, site-wide reviews using flexible online search tools
- Fulfill underwriters’ due diligence requests
- Manage “circle-up” and “facts-check” processes
- Facilitate third-party audits
- Prepare exhibits for Securities and Exchange Commission (SEC) filings
- Respond to SEC comment letter(s) and complete corresponding due diligence
- Support road show queries in real-time
Save time, reduce costs and foster collaboration with Merrill DataSite fundraising solution - the faster, more efficient way to prepare for capital funding events.
About Merrill DataSite®
Merrill DataSite is a secure virtual data room (VDR) solution that optimizes the due diligence process by providing a highly efficient and secure method for sharing key business information between multiple parties. Merrill DataSite provides unlimited access for users worldwide, as well as real-time activity reports, site-wide search at the document level, enhanced communications through the Q&A feature and superior project management service - all of which help reduce transaction time and expense. Merrill DataSite's multilingual support staff is available from anywhere in the world, 24/7, and can have your VDR up and running with thousands of pages loaded within 24 hours or less.
With its deep roots in transaction and compliance services, Merrill Corporation has a cultural, organization-wide discipline in the management and processing of confidential content. Merrill DataSite is the first VDR provider to understand customer and industry needs by earning an ISO/IEC 27001:2005 certificate of registration – the highest standard for information security – and is currently the world's only VDR certified for operations in the United States, Europe and Asia. Merrill DataSite's ISO certification is available for review at: www.datasite.com/security.htm.
As the leading provider of VDR solutions, Merrill DataSite has empowered nearly 2 million unique visitors to perform electronic due diligence on thousands of transaction totaling trillions of dollars in asset value. Merrill DataSite VDR solution has become an essential tool in an efficient and legally defensible process for completing multiple types of financial transactions.
