Global standard for M&A & Due Diligence

Virtual Data Room is essential in the M&A process because it provides secure, fast and convenient management of key transaction documents. With VDR, all parties – from advisors, through investors, to lawyers – have access to the necessary data 24/7 from anywhere in the world.

Thanks to this, the Due Diligence process is smooth and transparent, and control over access to documents allows to protect the confidentiality of information and minimize the risk of data leakage. In practice, VDR significantly speeds up the finalization of the transaction and facilitates communication between participants.

During the M&A process, the Virtual Data Room primarily stores documents necessary for conducting Due Diligence and company analysis, such as:

• Commercial agreements and contracts,
• Financial documents (balance sheet, profit and loss statement, cash flow),
• Auditor reports,
• Corporate documents (statute, shareholders’ agreements, meeting minutes),
• Legal documentation (licenses, permits, court cases),
• Intellectual property information,
• Employment and salary data,
• Market analyses and business plans.

Fordata VDR enables quick and secure sharing of these documents only with authorized entities, protecting them from unauthorized modification or further distribution.

Virtual Data Room supports the due diligence process with advanced features that ensure security, efficiency, and convenience of working with documents:

• Read-only mode, which prevents document modification,
• Blocking of file saving to disk and printing to protect confidential information,
• Protection of PDF files and other formats against unauthorized changes,
• Dynamic watermarks, which protect documents against unauthorized sharing,
• “Fence view” and “Blur view” security features that limit the visibility of documents on the screen,
• Blocking of key combinations such as Prt Sc, which prevents taking a screenshot,
• Detailed reporting of user activity, which allows monitoring who and when viewed documents,
• Built-in tool for anonymization (redaction) of sensitive document fragments.

Virtual Data Room helps maintain confidentiality of M&A transactions through several key mechanisms:

• Access control – documents are made available only to authorized users, and permissions can be precisely managed at the level of individual files and folders.
• Copy and modification protection – Fordata VDR protects over 30 file formats from unauthorized editing and further distribution.
• Data encryption – information is transmitted and stored using certified, secure servers (ISO 27001).
• Activity tracking – the system records who, when and what documents were viewed, which increases transparency and allows for quick response to suspicious activities.
• High security standards – servers are located in the EU, which guarantees compliance with GDPR and other regulations such as DORA, NIS2, MIFID and MAR.

Yes, investors and advisors can use the Virtual Data Room simultaneously. The Fordata VDR system is designed to enable multiple users from different parties to the transaction to have simultaneous access to documents – regardless of location and time. Importantly, often the participants in the process do not know about each other’s access, and yet they can work effectively in the same environment.

Thanks to this, all participants in the M&A process, whether investors, financial advisors or lawyers, can view, analyze and comment on materials on an ongoing basis, which speeds up communication and transaction completion. At the same time, each user has individual permissions assigned, which guarantee data security and confidentiality.

Yes, Virtual Data Room significantly speeds up the transaction closing process. Fordata VDR allows for quick creation of a document space – even in less than 15 minutes – and lightning-fast loading of large files (e.g. 1 GB in about 7 minutes).

Thanks to the central, easy-to-use system, all parties have immediate access to current documents, which eliminates delays related to exchanging paper versions or coordinating meetings. Intuitive access management and support from the Fordata team ensure smooth running of the entire process, and fast communication and transparency increase work efficiency.

As a result, transactions can be finalized in record time, which is confirmed by the company’s experience and statistics.

Data in Fordata VDR is protected on multiple levels:

• Stored on certified servers in the EU, compliant with GDPR;
• Files are encrypted during transmission and storage;
• Access is granted only to authorized users with appropriate permissions;
• Files are protected against copying, editing and printing, with dynamic watermarks;
• The system records all activities, and the screenshot blocking additionally protects documents.
• This guarantees full security and confidentiality of data during M&A

Yes, Fordata VDR offers comprehensive support throughout the transaction.

Our experienced team works 24/7, helping you create and manage your VDR, quickly upload documents, and resolve any technical issues.

Additionally, we help you choose the right service package and advise you on how to optimize the process to close the transaction quickly and without stress.

Here are the best practices for using VDR in the M&A process:

1. 01. Carefully organize documents – organize files into logical folders and categories for easy navigation.
2. 02. Fine-tune permissions – grant access only to the right people and use read-only mode to protect documents.
3. 03. Regular updates – add and update documents on an ongoing basis to ensure everyone has access to the latest information.
4. 04. Active monitoring – use reports to track who viewed files and when.
5. 05. Leverage Fordata expert support – use the team to optimize settings and resolve any issues quickly.

Yes, a VDR can serve as a document archive or be reused in subsequent corporate processes.