GOOD PRACTIES FORDATA Support Team – specialists on your side

Did you know we’re available for you 24/7/365?

Exactly! Our specialists are available around the clock, every day – regardless of the time zone. We support international projects and are always ready to help, even on weekends and in the middle of the night.Learn more about our Customer Support in the article: “FORDATA – Exceptional Quality in Customer Service.”

The FORDATA Support Team is more than just people answering calls or replying to emails. They are experienced experts who thoroughly know the solution and understand the specifics of transactional processes. Thanks to regular training and close collaboration with the technology team, we can effectively support even the most demanding projects — from the very first login to archiving. Our response time? Lightning fast – on average, we reply to requests in under 10 minutes.

For us, support is more than just responding to requests. We regularly monitor the system, anticipate potential issues, and take action before real threats arise. We work proactively: reaching out to clients in advance to ensure smooth and secure operation of the VDR.

Each project is assigned a dedicated account manager who knows its context, participants, and transaction timeline. This ensures a personalized approach and greater efficiency, without the need to repeatedly explain the situation. We serve clients worldwide and provide support in multiple languages, making communication easier and streamlining international transactions.

Our Support Team is happy to carry out a range of tasks to streamline your work with the Data Room and accelerate the entire transaction process:

1. Preparing the Data Room before inviting external parties:

• Assistance in organizing files according to the desired structure and investor best practices
• VDR settings customization: watermarks, 2FA login, IP-based access restrictions, document anonymization, document translation features
• Step-by-step online training covering all VDR functionalities
• Visual customization of the Data Room to match your company branding
• Support with uploading documentation to the Data Room
• Help with setting permissions, creating user groups, sending invitations, and editing configurations

2. Managing the Data Room on your behalf:

• Uploading additional documents
• Editing permissions, inviting new users, blocking access
• Exporting user activity reports

3. Additionally, every client receives as standard:

• A kickoff meeting and training session on managing the VDR
• Access to our best practices and transaction know-how, developed through over 1,600 projects in 42 countries (including index templates, Data Room regulations, and NDA samples)
• After the transaction is completed – a Data Room archive on an encrypted external drive (often used as an attachment to the investment agreement)

We uphold the highest security standards, in compliance with ISO 27001, GDPR, and other international regulations. All activities are audited, and our systems are continuously updated. This ensures your data is protected at every stage of the transaction.

At a time when many companies are automating customer interactions, we focus on relationships and quality. We believe the best client experience comes from combining a modern VDR platform with a team that understands your needs better than anyone else.