Virtual Data Rooms for Investment Banking and Financial Services
Imprima VDR is a trusted partner and advisor for some of the world’s largest transactions in this sector, including mergers and acquisitions, raising capital, recapitalising and managing non-performing loans (NPLs).
Key Features and Benefits
Why leading M&A professionals choose Imprima Due Diligence platform to manage their investment banking projects.
Market-leading service provider
Imprima has been a market-leading service provider of Virtual Data Rooms for Financial Services for over a decade. Some notable transactions have included:
- Lloyd’s acquisition of HBOS – largest-ever bank acquisition / 4 billion rights issue
- RBS acquisition of ABN AMRO – largest bank acquisition at the time
- EFG Eurobank Greece privatisation process
All-inclusive Data Room service
The banking and financial services industry often works under extreme time pressure, across global time zones. We understand that during a deal process, time is of the essence and that you require an all-inclusive VDR service that is available 24/7.
Secure information sharing around compliance and corporate risk is essential to meet your objectives and by using Imprima VDR, we can ensure information is safeguarded and regulatory and business risk is greatly reduced.
Efficient due diligence tools
Our sophisticated Q&A tools ensure that questions raised during an M&A process or other transactions are processed and responded to quickly, so as not to impact the closure of your financial services deal. The system also provides a full audit trail of correspondence, to ensure all due diligence has been undertaken and recorded for compliance and regulation purposes.
Imprima VDR Features
Advanced Q&A
Fast & efficient collaboration in a single secure Q&A environment
Real-Time Reporting
Speed up your analysis and quickly assess what bidders are interested in
Powerful AI Tools
AI-powered VDR Index, Contract Review and Contract Summaries
Automated Redaction
Automatically protect confidential information to comply with latest regulations
Granular Permissions
Control your documents on a group or user level, down to document level
User Access Control
Granular permissions on users' data access & full document protection
VDR Branding
Market your firm with a branded VDR while marketing your real estate portfolio
Pre-VDR Services
We help you source, structure, and corroborate all your data and archives
API
Manage, download & upload documents straight from your CRM system to your VDR
Full Audit Trail
100% auditable trail for compliance on all user and administrator actions
Bulk Actions
Asset managers can perform large scale changes quickly
Secure Excel Viewer
Access MS Excel documents online through a native-like experience
Customer Success Stories
Some of the financial services deals hosted on Imprima Virtual Data Room
- Financial Services
MACSF strengthens its position as the leading insurer for healthcare professionals. Following two years of private negotiations, the mutual insurance group has signed a deal to acquire the life insurance business of Groupe Pasteur Mutualité, GPM Assurances. Imprima’s Data Room platform was used for the deal.
- Financial Services
Cinerius Financial Partners (Cinerius or the Cinerius Group), a portfolio company of Summit Partners (Summit), has received a majority investment from IK Partners (IK) alongside significant reinvestment from Summit, the management team, and other shareholders. Imprima VDR was used to facilitate the transaction.
- Financial Services
Optio acquires leading European film and events MGA the Circles Group. Imprima was used for the transaction.
Ready to get started?
Contact us to find out more about our VDR solution for financial services.
FAQ
Yes. Our bespoke securitisation data rooms ensure you can carry out heavily regulated transactions in the most secure, reliable environment available. We have extensive experience with the intricacies of asset-backed securities (ABS) including mortgage-backed securities (MBS, CMOs), both commercial and residential (CMBS, RMBS). Imprima VDR enables disclosure requirements relating to structured finance instruments in compliance with the regulations of National Banks, including the US SEC rule 17g-5 and Bank of England regulations.
Key clients of Imprima’s Virtual Data Rooms for Financial Services include Lloyds Banking Group, BBG, Nationwide, Coventry Building Society.
