# Page 8 | Firmex Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - 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 8 - Reviews of Firmex Virtual Data Room

## Showing most helpful reviews

Showing 176-200 of 356 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AF

Andre F.  
Senior VP  
Investment Banking  
Used the software for: 2+ years

### "Andre Farahmandi Review"

June 29, 2022

5.0

Very positive and has been easier to use than other data rooms.

Pros

It is very user friendly and the customer service is top notch.

Cons

Some times it will be a little buggy when uploading a request list, depending on the formatting of the list.

Review Source

Response from Firmex

July 15, 2022

Hi Andre, Thanks for the positive feedback on the overall user experience and intuitiveness of the platform. In terms of the user checklist, perhaps the format is off but our client services or your account rep can help alleviate that problem. We can format those templates into a more user friendly template to be uploaded into Firmex going forward. Happy to connect with you at your convenience to discuss. James, Director of Sales james.lehuquet@firmex.com.

LB

Lucia B.  
HR Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "My Experience With Firmex Virtual Data Room"

March 27, 2024

5.0

Pros

The software comes with g ereat cloud storage features and makes file sharing eays too.

Cons

No issues yet and has been amazing.

Review Source

Response from Firmex

April 4, 2024

Thanks for the all around positive feedback, really great to hear and we look forward to continually working with you on your VDR needs.

JT

Joanie T.  
Directrice  
Accounting  
Used the software for: 2+ years

### "Excellent"

June 20, 2023

5.0

très efficient pour donner accès à un gros volume de documents

Pros

Le transfère rapide des documents et la possibilité de pouvoir bien gérer les utilisateurs et les documents par groupe de dossiers

Cons

Que le logiciel ne soit pas traduit en français

Review Source

Response from Firmex

July 7, 2023

Merci pour vos commentaires positifs! Nous sommes ravis que vous trouviez la plateforme utile et efficace pour vos besoins de partage de documents. Si vous souhaitez que le logiciel apparaisse en français, il y a un bouton de langue sur la page de connexion ci-dessous où vous entrez votre courriel. Alternativement, une fois que vous êtes connecté, si vous sélectionnez votre nom dans le coin supérieur droit de la page, la dernière option de ce menu est l'endroit où vous pouvez basculer le logiciel de l'anglais au français. Veuillez nous faire savoir si vous rencontrez des difficultés pour effectuer le changement. Merci encore!

AP

Austin P.  
Analyst  
Investment Banking  
Used the software for: 2+ years

### "Austin Porter - Review"

January 12, 2021

5.0

Pros

Easy user interface allows non-familiar teams to upload information. Management teams are able to collaborate with the sell side group to upload information. Much easier to use than Dropbox.

Cons

Item limits per page. (ie. only being able to see 200 files per page when looking at all files

Alternatives considered

[Venue Virtual Data Room](https://www.capterra.com/p/191882/IPO/)

Reason for choosing Firmex Virtual Data Room

Familiarity with the firmex products/ have heard less than stellar reviews about their system from people that have used it.

Review Source

Response from Firmex

April 16, 2021

Austin, thanks for the feedback and taking the time to review Firmex. Our users find that the 200 limit is more then enough file names within a page before it becomes difficult to navigate through. We would love to know if you are seeing this available with other providers you use or what the optimal number of items per page would be. James - Director of M&A Coverage

CH

Chris H.  
Sr. Managing Director  
Investment Banking  
Used the software for: 2+ years

### "Great Data Room Product"

July 6, 2022

5.0

Pros

Firmex's data room is very easy to use and navigate both as a user and administrator.

Cons

Adding users could be a little easier. Many times I am given first and last names in the same excel cell and have to break them out manually in the user import function.

Review Source

Response from Firmex

July 15, 2022

Hi Chris, Thanks for the feedback on the ease of use and the navigation wtihin the platform for users. We have heard and are investigating on ways to simplify the adding of users process, whether that is just adding their email only and getting the added user to add in their own credentials for example. If possible I would love to speak with you about ways we can improve this functionality. James, Director of Sales james.lehuquet@firmex.com

DM

David M.  
Vice President, Institutional Markets  
Real Estate  
Used the software for: 6-12 months

### "Firmex Data Room"

August 10, 2022

5.0

We currently use Firmex as a data room for investors. We are very satisfied with both the functionality of the data room as well as the customer support team, which was very helpful in both initial implementation and ongoing updates. Thank you to the team at Firmex!

Pros

We currently use Firmex as a data room for investors. We are very satisfied with both the functionality of the data room as well as the customer support team, which was very helpful in both initial implementation and ongoing updates. Thank you to the team at Firmex!

Cons

There is not anything that we do not like about the software.

Review Source

DT

Diane T.  
EVP-Finance  
Banking  
Used the software for: Less than 6 months

### "Easy to use secure file sharing and storage solution"

February 7, 2024

5.0

I have been able to navigate the site and figure out how to use the functions with relative ease.

Pros

How easy it is to use and to organize my files.

Cons

No cons. I haven't had any problems and the support group was helpful.

Review Source

Response from Firmex

March 6, 2024

Thanks for the all around positive feedback, really great to hear and we look forward to continually working with you on your VDR needs.

NW

Noah W.  
Analyst  
Investment Banking  
Used the software for: 1-2 years

### "Great Functionality, Solid Interface"

August 21, 2023

5.0

Pros

The application is easy to use and gain familiarity with. It provides all necessary functionality that a virtual data room should.

Cons

Can lag at times with document upload or navigation.

Review Source

Response from Firmex

September 8, 2023

Thanks for the feedback. In terms of lagging, it is a web based application which can be impacted by internet speed/performance. Our document uploader can handle up to 50 GB at a time which is the most within the industry.

VR

Verified Reviewer  
Analyst  
Banking  
Used the software for: 6-12 months

### "Firmex meets expectations!"

May 29, 2019

4.0

Pros

Firmex is easy to use on both an admin and user perspective. The support from Firmex makes it easy to troubleshoot issues. Firmex is by the far the best VDR platform I've used (cost combined with functionality).

Cons

The process of allowing users to view certain documents within the VDR could be improved. For example, not having to setup permissions by group, but by user. Further, understanding when users are downloading information by receiving email notifications.

Review Source

Response from Firmex

June 10, 2019

Hi, Thanks for the review! We hear you loud and clear. The majority of our clients prefer group-based permissions and the advantages that come with it, but we understand that certain projects require user-based permissions. Our Client Services team would be happy to customize your project to allow for user-based permissions. This will allow you to hide documents inside a folder by user, as well as setting up users instead of groups. I'd be happy to hop on a quick call at your convenience. Thanks again for choosing Firmex, Kyle Bardsley Senior Director, Customer Operations & Growth

MA

Mohammed A.  
Investment Banking Analyst  
Investment Banking  
Used the software for: 1-2 years

### "Great Customer Service"

July 13, 2022

5.0

Pros

Customer service is helpful and quick while working with clients.

Cons

Watermarking frequency in excel documents.

Review Source

Response from Firmex

August 9, 2022

Thanks for the positive feedback in regards to our support which we pride ourselves on being best in class. Our watermark is dynamic and customizable within the settings, perhaps this is the tile setting and you would rather have it centered only within the document. You can also customize the font, size and fields that are applied within the watermark functionality.

WR

William R.  
Manager of Cyber Security  
Law Practice  
Used the software for: I used a free trial

### "A secure way to share data in a law firm setting"

December 21, 2022

5.0

Easy setup, great documentation, amazing customer support, and provide reliability for clients.

Pros

The security hands down is the most attractive feature of the product.

Cons

The cost of the product i wish i was a little less.

Review Source

Response from Firmex

March 2, 2023

Thanks for the feedback on the ease of use and reliability when giving access to your clients. Security is one of our biggest strengths when it comes to users and documents, as well as the granularity we can offer compared to other VDRs in the space. In terms of pricing, we offer a top-tier product at a mid-market price point, offering fixed fees compared to per-page legacy pricing — pricing that makes forecasting costs impossible.

TS

Tony S.  
V.P.  
Real Estate  
Used the software for: 2+ years

### "Firmex Data Room "

March 22, 2023

5.0

Firmex is our go to data site for real estate transactions.It's easy to upload all of the documents for a deal and share it with potential investors.The ability to track investors who have accessed the site is an important tool, which gives us the opportunity to track interest on a particular deal.

Pros

Easy to use product, easy to access and upload documents

Cons

I believe the folder in document sharing can be improved

Review Source

VP

Veronique P.  
Opérations Director  
Financial Services  
Used the software for: 2+ years

### "High service quality-reliable for transaction management "

July 31, 2022

5.0

Firmex has been a reliable partner to help the M&A transaction management and help close deals smoothly. The support team goes beyond the edge, highly responsive and agile with the required tasks.

Pros

The intuitive data management functionality

Cons

Not all functions are available from a smartphone

Reason for choosing Firmex Virtual Data Room

Good in terms of Quality price

Review Source

Response from Firmex

August 9, 2022

Thanks for the positive feedback on how intuitive the platform is and our support. As for functions on a smart phone, we do offer an app that is free to download. I would be interested in knowing what features you are looking to be available within the app. Reach out if you'd like to discuss. James Le Huquet, Director of Sales

JA

Julie A.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Firmex and Ease of use"

April 16, 2024

5.0

Pros

It' fairly easy to use and very helpful having online chats.

Cons

Trying to figure out how to easily see how to access who can see what but the chat line helped me

Review Source

Response from Firmex

May 2, 2024

Thanks for the feedback, great to hear that the chat line helped.

JW

Julie W.  
Legal Administrative Assistant  
Legal Services  
Used the software for: 2+ years

### "JW Firmex Review"

December 12, 2023

5.0

Pros

Easy to navigate; fits our purposes for document sharing.

Cons

No cons come immediately to mind. It has been easy to use.

Review Source

Response from Firmex

January 4, 2024

Thanks for the feedback as it is something we never get tired of hearing. We look forward to continually working with you on your data room projects and needs.

TP

Tammi P.  
CFO  
Renewables & Environment  
Used the software for: 6-12 months

### "Firmex is A Great Toos for Process Datarooms"

June 16, 2022

5.0

Firmwx has been a great tool for sharing data for our transaction

Pros

There are lots of different ways to achieve easy upload of materials quickly

Cons

Reviewing permissions granted to specific users is not that easy

Alternatives considered

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

Reason for choosing Firmex Virtual Data Room

Cost and ease of use.

Review Source

Response from Firmex

July 15, 2022

Hi Tammi, We appreciate the positive review on the platform and that it has been a great tool for your transactions. As for reviewing user permissions, we offer multiple different methods to do this whether it be at the group level or the folder level with our view as tool which allows you to see what folders have been hidden from certain groups. All our permission settings can be retroactively changed as well. If there is interest my support team can walk you through a training session on how to review permissions. James, Director of Sales

JG

Jeffrey G.  
Director  
Banking  
Used the software for: 2+ years

### "Excellent Virtual Data Room"

March 11, 2023

5.0

Very positive

Pros

Index and ability to move around within the data room

Cons

Nothing come to mind, the product seems very well designed

Review Source

JB

Jérémy B.  
M&A analyst  
Financial Services  
Used the software for: 6-12 months

### "An easy choice for your diligence process!"

September 29, 2023

4.0

Overall experience has been great, can’t recall having any particular issues!

Pros

Super user friendly and great customer support!

Cons

Can’t report anything negative at this moment.

Reason for choosing Firmex Virtual Data Room

Did not chose it. The company had it.

Review Source

Response from Firmex

October 23, 2023

Thanks for the positive feedback on the user interface and your overall experience with Firmex!

CM

Christian M.  
Manager  
Financial Services  
Used the software for: 2+ years

### "Great, simpe to use tool at goot cost"

February 9, 2022

5.0

Excellent - love working with it - clients do so too

Pros

Easy and straight forward to use - not a ton of functions, but all the basics are available and easily undersatndable.

Cons

More features here and there, but noting major.

Review Source

Response from Firmex

April 29, 2022

Appreciate the feedback and happy to hear about your experience while using Firmex. I would be interested to know what features you are looking for based on your feedback. We are always interested in hearing what clients want in terms of updated feature and functionality. Feel free to reach out, james.lehuquet@firmex.com. - James Le Huquet, Director of Sales

CL

Connie L.  
Corporate Secretary  
Mining & Metals  
Used the software for: 2+ years

### "Firmex Dataroom"

May 18, 2021

5.0

Great customer service. The software is easy to use and manage.

Pros

The dataroom is easy to set up and easy to use. As an administrator, it is easy to add users and control their access. The watermark feature is great as there is a timestamp of when documents are downloaded.

Cons

Downloading the entire database is not easy and takes a lot of time.

Review Source

Response from Firmex

June 14, 2021

Thank you so much for the feedback Connie. We wanted our user wizard to be simple and straight forward, so it's great to hear your positive experience. Watermarks are certainly a popular feature with our clients, especially given the fact that a third party plug-in is not required. In terms of downloading an entire database, this really depends on the amount of data within a particular project. Ensure you are downloading directly to your local computer. We will follow up with you directly to see if we can improve this process for you. Jason - Director of Customer Success

VR

Verified Reviewer  
VP, Business and Corporate Development  
Hospital & Health Care  
Used the software for: 6-12 months

### "To be or not to be organized!"

May 29, 2019

5.0

Excellent. Easily adapted to our current work environment.

Pros

Ease of use. Simple integration with our current work flow management. Rapid customer response.

Cons

Sometimes difficult to find answers to questions regarding the tool.

Review Source

Response from Firmex

June 11, 2019

Hi, Thank you for your review. We're so pleased our platform integrates with your current work flow smoothly and you've had the chance to speak with our fantastic Support Team! If you have any questions about Firmex features or functionality, we have our Firmex Knowledge Base available online. It has tons of helpful articles, FAQs and how-to videos. https://support.firmex.com/hc/en-us I use the tool myself quite frequently - but I do find that occasionally my search terms don't return the results that I KNOW are in there somewhere. In those instances (and any other time you have a question), please feel free to utilize our award-winning Support Team. They're available 24/7/365 by phone at 1(888)688-4042 ext. 11 or by email at support@firmex.com. Thank you again for choosing Firmex, Kyle Bardsley Senior Director, Customer Operations & Growth

MP

Meaghan P.  
Associate  
Law Practice  
Used the software for: 2+ years

### "Ease of Use, Functionality and Customer Service"

August 30, 2022

5.0

Pros

Firmex is an easy to use software with an intuitive interface and helpful customization options. In addition, I've had only positive experiences dealing with their team who are always prompt and effective when troubleshooting any issues.

Cons

No cons. The report section could potentially be clearer about what reports can be run, but whenever I'm unsure I reach out to the Firmex team and they provide helpful instructions.

Review Source

MA

Mo A.  
Program Manager  
Management Consulting  
Used the software for: 2+ years

### "Document Sharing"

November 24, 2022

5.0

Pros

Drag and Drop is very handy, access request

Cons

uploading documents are not compatible with the original format.

Review Source

VD

Viktoria D.  
Associate  
Financial Services  
Used the software for: 2+ years

### "Easy handling and high standards"

February 24, 2023

4.0

Pros

I really like that you can control the role of every group member and that you can use the bulk upload to save time. Additionally, our clients oftentimes ask to get a notification if something happens in the data room, hence, the immediate message feature is great.

Cons

I don't like that you have to manually refresh the page once you've uploaded a file.

Review Source

HL

Hilda L.  
Legal Administrative Assistant  
Law Practice  
Used the software for: 1-2 years

### "Firmex"

October 11, 2023

5.0

Overall Firmex is a great tool and gives us another option for document sharing for our clients

Pros

The product is easy to use and provides a secure portal for the sharing of large documents in a secure platform

Cons

There are no features that I dislike or feel that we are missing

Review Source

Response from Firmex

November 1, 2023

Thanks for such positive feedback and review of our VDR platform. Always great to hear when there aren't any complaints to think of, as we look forward to working with you on all your VDR needs.

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