Key facts
- Pricing
- Quote per project
- Free trial
- Offered
- Hosting
- Cloud
- SOC 2
- Yes
- ISO 27001
- Yes
- Founded
- 2006
- Headquarters
- Canada
Overview
Firmex, based in Canada, is used by many mid-market bankers, lawyers and corporate development teams. It lists permissions, watermarks, view control, two-step login, redaction and Q&A, and it is one of the easier admin interfaces in the field.
For a raise it is a steady choice when an adviser already runs Firmex rooms. Without a listed price, it still needs a quote, and it does not list AI help or built-in signing.
Raises it suits
Mid-market private placements, debt raises and refinancings run by advisers, and company rounds where counsel prefers the platform.
Scores on five raise criteria
Firmex scores 7.3 overall. Its highest criterion is investor onboarding at 8.2. The black mark on each bar is the mean of the 16 rooms on this site.
How each criterion is calculated: scoring approach.
Mean of the 16 rooms on this site
Strengths
- Easy admin and investor experience
- Redaction and Q&A listed
- Support rated near the top
- Free trial available
Gaps to check
- Pricing on request only
- No AI help listed
- No built-in NDA signing listed
Features for a raise
7 of the 12 features we track are listed by Firmex. Not listed: nda e-sign step, native mobile app, api access, sso for your team, ai features.
| Feature | Firmex | Why it matters in a raise |
|---|---|---|
| Q&A module | LPs and lead investors post questions on a file; the deal team routes each one, drafts a reply and decides who sees it. | |
| Investor activity log | A per-investor record of opens, pages and minutes, which tells the IR team who is in diligence and who stalled. | |
| Dynamic watermarks | Stamps the reader and a timestamp over every page, so a PPM that leaks carries its source with it. | |
| Built-in redaction | Masks fee splits, investor names or personal data in place, with no edited duplicate to keep in sync. | |
| NDA e-sign step | Confidentiality terms an investor must accept in the room before folder one appears. | |
| Native mobile app | An installed app for phones and tablets, on top of reading in the mobile browser. | |
| API access | Lets a CRM or an internal script add investors, push files or pull the activity record. | |
| SSO for your team | Staff on the issuer side log in with the company identity provider rather than a separate password. | |
| 2-step verification | A code or an approval on a second device every time someone logs in. | |
| Drag-and-drop folders | An entire numbered folder tree goes up in a single drop, structure intact. | |
| View-only files | Files can be read but not saved or printed, and the setting can change mid-raise without a new invite. | |
| AI features | Help the vendor lists, for example summaries, search across documents, automatic filing or draft answers. |
Firmex pricing for a raise
Firmex prices each project on request. The figures below use our quoted mid-market rooms band, which is a planning range, not a vendor quote.
Company round
$2,000 to $6,800
4 months, 3 users, planning band
Fund raise
$7,000 to $23,800
10 months, 4 users, planning band
Real estate raise
$3,000 to $10,200
3 months, 2 users, planning band
Debt raise
$2,100 to $7,150
3 months, 3 users, planning band
Compare the cost of your own raise
-
Ellty $596Listed price Visit Ellty -
Firmex $2,000 to $6,800Planning band Pricing notes
USD before tax, for the full raise period. Vendor list prices where published; elsewhere our planning bands, which are budgeting ranges and never a vendor quote. Get a written price before you commit.
Where Firmex fits
Out of 92 raise types we rank, these are the ones where Firmex places highest.
Security, setup and support
Rooms can open the same day; support is available by phone and chat, and paid plans include onboarding help.
Certifications in our research file: SOC 2, ISO 27001. Two-step login is listed. Dynamic watermarks are listed. Request the newest attestation report before LPs or lenders start reading.
Before you sign: six hands-on checks
- Recreate your real index (01 Offering, 02 Terms...) and drop one full folder in.
- Send an invite to your own personal inbox and count the clicks to the first document.
- Lock the financial model to reading only, then try to print and save it as that test reader.
- Check that the test reader's name shows on the page and that the visit appears in the log.
- Post a mock LP question and route it to a colleague for the reply.
- Pull the activity export and compare it with what your IR file or CRM needs.
Firmex: questions and answers
What will Firmex cost over a raise?
Firmex does not publish a price; each project is quoted. For planning we place it in our quoted mid-market rooms band: about $2,000 to $6,800 for a four-month company round. Ask the vendor for a written quote.
Can I try Firmex before paying?
Yes. Our research file records a free trial for Firmex; its length and limits are set by the vendor.
Can investors ask diligence questions inside Firmex?
Yes. A Q&A module is listed, so a DDQ follow-up or a lender query can be raised, routed and closed without leaving Firmex.
What security attestations does Firmex list?
Our research file records SOC 2, ISO 27001. Before signing, request the latest report under NDA and check its date and scope.