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Top Financials VDR Software Solution - Merrill Datasite

“We need secure financials software to assist us in our due diligence process and optimize our financial transactions.”

The financial services industry encompasses a wide range of companies, organizations and disciplines, each requiring specific needs from a virtual data room (VDR) for specific stages of their financial life cycle. Investment banks, Private Equity firms, and corporations employ a VDR for secure data warehousing and document sharing in the due diligence process. Due to the confidential nature of the documents, the platform must be secure, and access to this information must be authorized by the deal or project manager.

Merrill DataSite offers the leading financial services industry VDR – a complete customized solution for each sector within the industry, tailored to meet your requirements, based on your preferences. Whether you are preparing for an IPO, raising a new fund, acquiring a new company or merging with one - Merrill DataSite is the optimum choice for each stage of your financial transaction from due diligence to deal completion to post-merger integration.

Streamline your entire review and transaction process with the industry’s optimum VDR solution

Our VDRs have been used in over 25,000 online due diligence projects, facilitating compliant and successful conclusion of transactions the world over. Here are some of the advantages we provide our clients in the financial services industry:

Tightest security. Merrill DataSite is the first virtual data room to be fully accredited with the highest-level security certification, ISO 27001:2005. In addition, documents are 256-bit SSL encrypted, watermarks are tamperproof and customized, and data can be viewed, printed and downloaded only by the account holders you designate.

Scalability. In financial transactions, whether you’re trying to attract 2 or 200 potential buyers, Merrill DataSite can accommodate them all simultaneously at any time of day with complete confidentiality. Sellers can conduct simultaneous, confidential due diligence cycles and host an unlimited number of bidders without extending transaction time, impeding access or breaching bidder confidentiality.

Time savings. No matter the size or complexity, your customized data room will be up and running in 72 hours or less. Multiple users can access your data 24/7/365 to ensure your deal can be accomplished as quickly as possible.

Ease-of-use. DataSite is designed to flow like many familiar web-based applications so it’s easy to use. Plus, the site and Customer Service team are available 24/7/365, so you can work on your deal or upload and review new documents whenever, wherever, knowing assistance is only a phone call away.

Flexibility. Our talented in-house team has managed thousands of projects. Thanks to years of experience working with the world’s largest companies on highly complex deals, DataSite features some of the most advanced functionality of any VDR. What’s more, we have over 400 samples of deal structures. You can use one of these, build a custom structure, or if you have a structure you’ve used in the past, we can implement that one.

Auditablilty. Merrill DataSite provides the ability to track and report each move of every user, down to specific pages viewed – providing superior insight. This intelligence can be invaluable in helping determine the best buyer for the deal.

Minimized costs. Our price is totally inclusive: there are no hidden costs, unlike with most other VDR providers. All the support and training is included. You won't need to acquire any third party software, and you won't have to pay extra to include more participants in your data room. This means you can budget with confidence knowing there won’t be surprise expenses when the deal closes.

Best-in-class support. Customer service and the handling of confidential, business-critical information is Merrill’s core competency. In fact, for over 45 years, Merrill has been dedicated to 100% customer satisfaction. You’ll meet your project team on the very first planning call and they will remain with you throughout the duration of the project to ensure your goals are achieved. Plus, your dedicated project management team is available 24/7/365.

The best solution

Merrill DataSite is the world’s leading virtual data room for due diligence, and has successfully handled mission critical documentation for its clients for decades. Our award-winning platform provides advanced technology and in-depth functionality so that you can deliver the right data to your team members easily and instantaneously.

2014 WINNER – M&A Advisor International Information Management Services of the Year
2013 WINNER – M&A Advisor Turnaround Awards Information Management Product/Service of the Year
2013 WINNER – 3rd Annual ACG New York Champion’s Awards Product/Service of the Year
2012 WINNER – Global M&A Advisor M&A Product/Service of the Year Award
2011, 2012 and 2013 WINNER – M&A Advisor International Product/Service of the Year Award