# Page 6 | Firmex Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - Is Firmex Virtual Data Room the right Virtual Data Room solution for you? Explore 356 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews

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Firmex Virtual Data Room

4.8 (356)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 6 - Reviews of Firmex Virtual Data Room

## Showing most helpful reviews

Showing 126-150 of 356 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AK

Ashwin K.  
Director  
Investment Banking  
Used the software for: 2+ years

### "Review"

April 28, 2023

5.0

Pros

Ease of creating the dataroom, import file structure and providing access to others

Cons

Functionality on mobile is not same as on the website, i.e., managing user list, adding users etc.

Review Source

Response from Firmex

June 8, 2023

Thanks for the feedback on the product and the ability to easily create a data room, upload files and provide user access. As for the mobile functionality not being the same, we do have an iOS app that will help with this problem instead of logging into an online mobile browser.

PP

Peter P.  
VP Treasury  
Financial Services  
Used the software for: 1-2 years

### "Great Data Room"

May 5, 2023

5.0

Pros

Firmex is easy to use and when I have questions, the support is timely and of excellent quality.

Cons

Changing certain settings can be challenging and not intuitive.

Alternatives considered

[Egnyte](https://www.capterra.com/p/159288/Egnyte/)

Reason for choosing Firmex Virtual Data Room

Our Egnyte contract is based on a per user license. This makes it expensive to add too many third party users to the data room.

Review Source

Response from Firmex

June 8, 2023

Appreciate the feedback and outlining how responsive our award winning support team is when needed. I am interested to better understand what setting changes you are referring to, as there may be some areas we can help with to improve your user experience that you may not be aware of. Or those are areas our product team would be interested to know how to improve. Feel free to reach out.

VR

Verified Reviewer  
Vice President  
Investment Banking  
Used the software for: 2+ years

### "Overall Good, But No Bells & Whistles"

May 29, 2019

3.0

Overall good, but limited customer support.

Pros

Easy to use. Cost effective. User-friendly. Intuitive.

Cons

Highly limited functionality and user analytics.

Alternatives considered

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/)[SmartRoom VDR](https://www.capterra.com/p/130901/SmartRoom-VDR/)[Ansarada](https://www.capterra.com/p/130904/Ansarada/)[Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/)

Reason for choosing Firmex Virtual Data Room

Cost-effective solution.

Review Source

Response from Firmex

June 11, 2019

Hi there, Thank you for your feedback. We're very pleased you're happy with our platform. We're constantly working on improving our product, releasing new updates each month to bring new functionality to our amazing customers. We very much appreciate the importance of having clear, easily accessible analytics when it comes to your various dataroom needs. For this reason, one our main focuses for the 2019 Product Road-map is improving reporting functionality. If you're interested about hearing more about the upcoming releases, or have questions about product functionality, I'd be happy to arrange a call to discuss at your convenience. Alternatively, our award-winning Support Team is available 24/7/365.They can be reached at 1.888.688.4042 x11 or support@firmex.com. Thanks again for choosing Firmex, Kyle Bardsley Senior Director, Customer Operations & Growth

JD

Jacob D.  
Managing Partner  
Investment Banking  
Used the software for: 1-2 years

### "Firmex VDR Review"

March 12, 2024

5.0

Pros

Data security, access levels, and daily alerts

Cons

Difficulty in understanding how to provide certain users with access to certain folders only

Review Source

Response from Firmex

April 4, 2024

Thanks for the great feedback on the security and access we provide, along with daily email notifications which not many providers offer. As for providing permissions, we have folder level security as well as a View As tool that allows you to see through that groups perspective on what they have access to. If you are unsure I always recommend reaching out to our support team who is available 24/7 for any user that has access to the data room.

BF

Brian F.  
Vice President  
Investment Management  
Used the software for: 2+ years

### "Brian's Review"

April 8, 2022

5.0

Pros

Easy to use, quality user support, priced right

Cons

Had trouble setting up complex VDR structures at first but had more to do with me not using the product correctly and taking the offered free introductions

Review Source

Response from Firmex

April 29, 2022

Appreciate the positive feedback. For users new to Firmex we always want to offer a training session with our support team to get you familiar with the platform, as well as any support needs you may have throughout the duration of using Firmex. I hope that our support team was helpful when you did reach out as we pride ourselves on our award winning support team. Thanks again. - James Le Huquet, Director of Sales

PB

Pontus B.  
Partner  
Financial Services  
Used the software for: 2+ years

### "Great for continuous use "

September 4, 2023

5.0

We are using it both as a virtual data room in M&A projects and for securely collecting data from customers - Firmex excels at both.

Pros

Easy of use as many of our invited users have never used a virtual data room before.

Cons

The Q&A module is perhaps not as advanced as other solutions on the market.

Reason for choosing Firmex Virtual Data Room

More flexible pricing model and to some extent easier to use for first-time users.

Review Source

Response from Firmex

October 23, 2023

Thanks for the feedback on the ease of use of the platform. As four our Q&A module we are always looking at making improvements to this feature. I am curious to know from your perspective what you would like to see improved compared to other providers. Feel free to reach out to me at james.lehuquet@firmex.com

PP

Philip P.  
Consultant  
Capital Markets  
Used the software for: 1-2 years

### "Firmex - Tradelogiq Review"

April 15, 2022

5.0

Honestly this is the best data room I have used to date. I can’t believe intralinks is so big and yet their vdr is horrendous. I’m genuinely shocked by the lack of user friendliness of other data rooms, and the lack of permissioning options elsewhere. Firmex has the best permissioning and security features available.

Pros

Honestly the management of users and permissioning is really easy. Also the interface is intuitive. Intralinks is GARBAGE. I’m currently using intralinks on another deal it is impossible to permission users effectively.

Cons

I think maybe you could have alternative pricing schemes for deals that get delayed or have a regulatory component. This happened to us and our vdr needed to be used for much longer than originally intended. In any case more pricing options could have been useful.

Reason for choosing Firmex Virtual Data Room

Referral through Laurence Rose. And now I’ll try to use firmex going forward on any deals.

Switched from

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)

Notes above.

Review Source

Response from Firmex

April 29, 2022

Thanks for the positive feedback, especially in comparison to one of our competitors which you are currently using. As for alternative pricing, we offer a fixed pricing, we try to accommodate our clients based on their needs. I would be happy to discuss with you how this particular example turned out price wise and what we can work on going forward. My contact information is james.lehuquet@firmex.com. Thanks again and I look forward to connecting. - James Le Huquet, Director of Sales

SM

Scott M.  
Director  
Investment Banking  
Used the software for: 2+ years

### "firmex"

January 19, 2021

4.0

We have found Firmex to be a high value solution (low cost with decent functionality).

Pros

Firmex is very intuitive and straight forward. Not a lot of bells and whistles, but we don't really need that.

Cons

It would be very nice if it was easier to convert Firmex into a traditional folder view that you get with PCs instead of just the web interface view.

Reason for choosing Firmex Virtual Data Room

cost

Review Source

Response from Firmex

April 16, 2021

Hi Scott, Thanks for your feedback on the Firmex platform. As the lead contact here at Firmex for SDR Ventures. I am happy to know Firmex is working for you. We greatly appreciate your feedback about having the user interface similar to a traditional folder view. I will make sure to mention it to our product team, so they can take it into consideration for future releases. As a former member of the support team, I'm quite familiar with the product. If there is anything I can do to help create an even better environment, either by offering some complimentary product training or taking down requests for improvements, please let me know. We are always eager to help. Jorge - Customer Success Manager

JL

Joseph L.  
Of Counsel  
Law Practice  
Used the software for: 2+ years

### "User Friendly and Useful"

April 4, 2024

5.0

We use Firmex as a data room for mergers and acquisitions. It is very helpful in the due diligence process. The security and organizational features are also good, as it allows us to grant or deny access to the various files based upon the user and the stage of the transaction.

Pros

It is easy to upload and organize data and documents.

Cons

The initial set up of a new matter is somewhat cumbersome. However, we don't have any substantial cons.

Review Source

Response from Firmex

May 2, 2024

Thanks for the update and feedback. Great to hear how easy the upload and organization experience within the data room platform as we pride ourselves on being one of the easiest to use VDR's in the market. As for the initial set up, we offer full 24/7 support and training for any user involved in the data room, we offer in house award winning support/training staff. I encourage all our clients to reach out to this team for any questions or assistance they need.

TH

Tom H.  
Vice President  
Venture Capital & Private Equity  
Used the software for: 2+ years

### "Great organization and excellent product!"

May 2, 2024

5.0

Pros

Ease of use, very intuitive and great pricing.

Cons

Nothing to note on this, perhaps in some cases there could be more dedicated training

Review Source

Response from Firmex

June 4, 2024

Thanks for the great feedback and sharing your experience using Firmex. We offer full 24/7 support and training for every user involved, you can either reaching out to support@firmex.com or call the support line. We have a SLA of 15 minute response time or less.

JK

Josh K.  
VP, Corporate Development  
Facilities Services  
Used the software for: 1-2 years

### "Isaac Heating & Air Conditioning"

August 25, 2023

5.0

Pros

Ease of use. No third party user has ever had access / upload issues.

Cons

I have no issues with Firmex. I've never ran into a single problem with the platform.

Review Source

Response from Firmex

September 8, 2023

Thanks for the amazing piece of feedback, as it's great to hear about such a positive experience.

TJB

Tony J B.  
CEO  
Building Materials  
Used the software for: 2+ years

### "Firmex is for Deal Managaement. "

November 30, 2022

5.0

Excellent product and I highly recommend.

Pros

Ease of use, especially loading files from disparate locations. We loaded over 100 select files from several networks in less than an hour.

Cons

Viewing Excel files with multiple workbooks.

Review Source

Response from Firmex

December 9, 2022

Appreciate the positive feedback when uploading files in multiple locations as we have made some major improvements to our uploader to ensure the quality of this feature. As for viewing Excel files within the viewer, we are exploring and looking at making improvements to this tool, as this is a commonly requested feature.

CC

Chester C.  
Account Director  
Insurance  
Used the software for: 2+ years

### "Why I like the Firmex VDR"

July 27, 2022

5.0

Pros

It is easy to use and the customer support, was very helpful

Cons

There are really any. The file management is a lot better than other VDRs

Review Source

Response from Firmex

August 9, 2022

Your feedback is greatly appreciated, I'm glad you've had a positive experience with our platform. We look forward to continually working with you. James Le Huquet, Director of Sales

RN

Rodney N.  
Counsel  
Legal Services  
Used the software for: 2+ years

### "Firmex - essential to meet document transfer needs"

August 15, 2023

5.0

Excellent

Pros

Gone are the days of having to courier USB sticks!

Cons

I can't think of any cons. Sharing information has never been easier.

Review Source

Response from Firmex

September 8, 2023

Thanks for the great piece of feedback, always great to hear.

NB

Nick B.  
Associate  
Investment Banking  
Used the software for: 2+ years

### "Very good platform and always great support"

August 5, 2023

5.0

Very positive

Pros

The platform is very easy to use and the support the team offer is first class

Cons

Compared to others the platform is on the more expensive side but you pay for what you get.

Review Source

Response from Firmex

September 8, 2023

Thanks for the positive feedback on how easy the platform is to use and the level of support our VDR service provides as it is best in class within the market. As far as price, there are cheaper providers out there, but as you said you get what you pay for. We offer a mid-tier price point with a top tier level of service which is why we do over 20,000 data rooms a year, which is the most within the industry.

aW

arjuna W.  
Analyst  
Real Estate  
Used the software for: 2+ years

### "Great Product, Easy to Use"

July 14, 2023

5.0

Great product with great features and easy to use

Pros

Bulk uploading, user access control, data room setup, user access reports

Cons

The system is somewhat slow when uploading and editing data

Review Source

BC

Bryce C.  
Analyst  
Renewables & Environment  
Used the software for: Less than 6 months

### "Ease of Document Management"

October 20, 2023

5.0

it's always reassuring to know that files are kept secure there if I'm missing them from somewhere else.

Pros

Easy to use, clean, organized well. It's a great tool to keep track of files in a shared but secure place

Cons

sometimes it takes a small file just as long to upload as a really big file, but this doesn't always happen, and big files don't take very long to upload anyway (just a few moments)

Review Source

Response from Firmex

November 1, 2023

Thanks for the review and feedback on the ease of use of the platform, as it is something we pride ourselves on being one of the easiest to use VDR services in the market. As for your comment about upload speeds based on file size, without understanding your set up or the file type I can understand the issue this may cause. We are the only platform that can handle 50 GB upload through the browser, it is internet based so depending on that set up it can impact file upload speeds. Happy to connect or have my suppor team look into this matter further, feel free to reach out at james.lehuquet@firmex.com

KJ

Kelly J.  
Document Control Lead  
Machinery  
Used the software for: 2+ years

### "User friendly"

April 7, 2022

5.0

Pros

We use firmex internally for our staff in addition we use Firmex to send documents to our customer. Its user friendly and easy to navigate once you have been granted access.

Cons

cannot delete documents submitted unintentionally.

Reason for choosing Firmex Virtual Data Room

our customer uses it

Review Source

Response from Firmex

April 29, 2022

Thanks for the update and feedback as it sounds like our platform is meeting your needs based on your use case. I would be interested to know what you mean by unintentionally submitted documents. If you have the appropriate user permissions, you can delete documents that were uploaded in error. We also have quick views on the top left, above the folder index that shows what documents have been newly uploaded or unread for you to view to make sure these documents weren't uploaded in error. Please let me know if you want to connect, my email is james.lehuquet@firmex.com. - James Le Huquet, Director of Sales

MI

Matt I.  
Associate  
  
Used the software for: 2+ years

### "Excellent Choice for a VDR"

July 14, 2016

4.0

Our firm has used Firmex VDRs for dozens of investment banking transactions and are very pleased with the product they put out as well as the support and service we receive.

Pros

The functionality is perfect for running a VDR to share documents and files with many parties while controlling the document flow and accessibility of any party on any document. The product is very competitively priced compared to a lot of the service providers out there. Customer service is very prompt and happy to walk you through any issue, small or large. Firmex is also continually improving its services.

Cons

Security functionality is limited once the files have been downloaded by another party (if you allow them to download). Once a party bulk downloads you lose the ability to track their access and usage of documents and delete the document if you would like to remove their access from the information completely.

Review Source

Response from Firmex

July 23, 2019

Hi Matt, Thanks so much for taking the time to reflect on your Firmex experience. We very much understand the benefits of being able to track how your users are interacting with files once they've been downloaded. We do offer a selection of Seclore-supported document protection options that can be applied to help monitor the document activity of your users even after the documents have been downloaded from the platform. The Lock to Computer, Expire Access and No Print document protections will give you the insight you're looking for! I encourage you to reach out to your Firmex rep or Firmex Support to get more information and explore if these protections are right for your project. Many thanks, Maren Van Zutphen Customer Success Manager

AP

Alexis P.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Good product!"

September 12, 2023

5.0

Pros

I like the simple interface and the ability to copy deal rooms for easy setup processes.

Cons

Interface can always improve to make processes more streamlined.

Review Source

Response from Firmex

October 23, 2023

Thanks for the feedback on the ability to copy data rooms to streamline your process. This is a great feature if you are doing a lot of buy-side work or have an internal templated process you want to replicate. It is also a great feature we offer with our unlimited data room subscription, an offering only few VDR providers have. In terms of the interface, we have made some improvements already and are currently in the process of finishing this up for the rest of the user interface.

EG

Eric G.  
Business Manager  
Banking  
Used the software for: 2+ years

### "Product that does what it needs"

December 14, 2022

5.0

Pros

The most important thing about Firmex is it's easiness of use. You can deploy a VDR quickly to people that don't need training or instruction.

Cons

Other products offer many bells and whistles that Firmex doesn't have but adding those would probably impact the cost of the solution and it's easiness. We've selected the product so it fits a simple situation and would like that it stays that way.

Review Source

Response from Firmex

March 2, 2023

Thanks for the comments and feedback, especially around how easy the platform is to use and deploy at a moment's notice. We have one of, if not the fastest, turnaround times in the industry to get you access to a data room. As for bells and whistles, we are always looking to add more features/functionality to the platform, and with improvements comes an increase in cost associated with those platform improvements. However, we will always offer a top-tier product at a mid-market price point.

SI

Stephen I.  
Manager, Electrical Engineering  
Package/Freight Delivery  
Used the software for: 2+ years

### "Easy to Use for New Users"

October 28, 2022

5.0

Great overall experience and trouble-free.

Pros

New users rarely ask for help in doing basic tasks. Setting up permissions is relatively intuitive for an administrator.

Cons

The built-in viewer has trouble with some file formats and so one must download the file to view.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)

Reason for choosing Firmex Virtual Data Room

Lower cost.

Review Source

ML

May L.  
Legal Assistant  
Legal Services  
Used the software for: 2+ years

### "Firmex is a contemporary but user-friendly software."

July 27, 2022

5.0

Pros

I like its convenient and easy to use. The panels are clear at a glance, and the method of operation is great and simple. And I found its accuracy rate was very good as well.

Cons

I think there might be a bit difficult in file transferring. I found that sometimes if I had saved a document in a wrong location and needed to transfer it to the correct location, then the transfer didn't work so I had to delete the document and reload it to the right place.

Review Source

Response from Firmex

August 9, 2022

Thanks for the positive feedback in regards to the ease of use of the platform. We always like to hear this as it is one of our main competitive advantages within the VDR space. As for transferring documents, I am interested to learn more about how the transfer didn't work and where you are transferring documents from. Feel free to reach out to discuss further. Our support team is always available to trouble shoot any issues that arise here as well.

DE

Danielle E.  
Executive Assistant  
Financial Services  
Used the software for: 2+ years

### "Executive Assistant"

August 15, 2023

5.0

Very good

Pros

Constant improvements every year, and good customer service when there are issues

Cons

issues uploading and downloading uncommon file types

Review Source

Response from Firmex

September 8, 2023

We are always looking at ways to improve the platform and to add new features in order to provide a positive user experience. In terms of the issues with uncommon files, it would be great to better understand what those file types are and exactly what issues you are experiencing. Feel free to email me directly.

ST

Saki T.  
Partner - Corporate Finance  
Accounting  
Used the software for: 2+ years

### "RCGT Corporate Finance "

April 19, 2023

5.0

Reliable, secure and user friendly platform with excellent customer support!

Pros

Firmex is a very user friendly and secure platform.

Cons

Visualize documents in web versions of specific application such as Excel documents.

Review Source

Response from Firmex

May 5, 2023

Appreciate the feedback on the user friendliness of the platform. I am interested to better understand what you are looking for and meaning by visualizing documents in web versions. Our product team are always looking at new features and trends to investigate in order to enhance our platform experience. Feel free to reach out to discuss further.

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