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).

Virtual Data room and due diligence platform

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

Q&A

Advanced Q&A

Fast & efficient collaboration in a single secure Q&A environment

Granular reporting

Real-Time Reporting

Speed up your analysis and quickly assess what bidders are interested in

AI-Tech

Powerful AI Tools

AI-powered VDR Index, Contract Review and Contract Summaries

Redaction

Automated Redaction

Automatically protect confidential information to comply with latest regulations

permissions

Granular Permissions

Control your documents on a group or user level, down to document level

user-access

User Access Control

Granular permissions on users' data access & full document protection

Water-mark

VDR Branding

Market your firm with a branded VDR while marketing your real estate portfolio

Summary

Pre-VDR Services

We help you source, structure, and corroborate all your data and archives

API

API

Manage, download & upload documents straight from your CRM system to your VDR

audit-trail

Full Audit Trail

100% auditable trail for compliance on all user and administrator actions

Bulk-actions

Bulk Actions

Asset managers can perform large scale changes quickly

Excel

Secure Excel Viewer

Access MS Excel documents online through a native-like experience

See More Features

It’s a very easy platform that allows the control of information by both parties and has a very easy Q&A process that is important in a Due Diligence Stage. 

Avenue

Your security credentials and track-record gave us the peace of mind that our information was safe and the system was always available, meaning we did not have to worry about delays on the deal.

Citi

The excellent data room service was essential to our successful transaction. We will definitely select Imprima as our data room provider in the future.

HSBC

We really appreciate your flexibility and high-quality service throughout the transaction, especially your quick responses and turnarounds to our requests.

Morgan Stanley

The Imprima VDR platform was always quick and reliable for us and our clients. The team’s ‘hands on’ and client-oriented approach allowed us to lean on them throughout the entire project. The Imprima Service Team responded quickly and precisely at all times and we at Unicredit really appreciated this.”

UniCredit S.p.A.

We used Imprima’s virtual data room service for a privatisation process over a period of almost 12 months. The system was easy to use and we didn’t need any special training to set it up. The management of the documents, the access levels and the questions sent to us from the bidders electronically was straightforward.

Eurobank Equities

Customer Success Stories

Some of the financial services deals hosted on Imprima Virtual Data Room

Optio acquires leading European film and events MGA the Circles Group. Imprima was used for the transaction.

Advisors: Clairfield

Howden announces that it has entered into an agreement to acquire OFRACAR, an independent brokerage group headquartered in Rouen, extending its geographic presence and capabilities to clients in the northwest of France. Imprima was used for the deal.

Advisors: Deloitte Finance, CVS Avocats, Financiere de Courcelles, PwC Avocats, Eversheds Sutherland, Mabillon Avocats

The management company, Aldebaran, announces that it has achieved the first closing of its first investment vehicle (Aldebaran Transformation Fund I). Imprima’s Smart VDR was used for the transaction.

Advisors: Probitas Partners

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.