V-Rooms Announces Private Label Deal Marketplace Capability

December 18, 2014

Successful financial organizations are continuously searching for innovative ways to assist their clients with access to investment opportunities. Many of these organizations are spending thousands of dollars to create custom deal platform solutions. These custom platforms need to graphically present M&A and growth capital deals to a private list of potential investors who have outlined their investment preferences. Recognizing the trend of financial organizations to create private deal marketplaces, V-Rooms™ announces its secure, customizable and private-label virtual deal marketplace platform – VDM.

V-Rooms™ Virtual Deal Marketplace (VDM) provides financial organizations such as Investment Bankers, Broker/Dealers, Private Equity Firms and M&A Advisors with a simple and secure, DIY deal management system that allows financial professionals to list deals, integrate due diligence information, and monitor access by their select group of investors under the banner of their branded, online platform. The Virtual Deal Marketplace fully integrates with V-Rooms™ Virtual Data Room capability allowing client firms to provide an end-to-end (deal search to due diligence) solution.

“What makes our Deal Platform unique is the ability to immediately provide secure access to potentially thousands of due diligence documents, once an investor expresses interest and meets certain criteria established by the platform owner,” said Dan Bradbary, CEO of V-Rooms™. “Access to the platform is provided to our clients as part of our services matrix and extends our commitment to provide our clients access to the capital markets and selected investment opportunities.”

One of the primary applications is for growth capital raising opportunities as an Accredited Investor Platform for Regulation D 506(c) general solicitation offerings. Authorized by the JOBS Act, VDM is a private placement promotion platform that is perfectly fitted for the secure delivery of offering documents and promotion of private securities offerings directly to verified accredited investors for general solicitation offerings.

“The VDM platform coupled with V-Rooms’™ full integration with WuFoo forms, also provides substantial automation features that are unique to both the virtual data room as well as virtual deal marketplace solutions,” said Karen Perkins, President of V-Rooms™. “With this integration, our clients can automate the accredited investor questionnaire process along with the setup of an investor’s user account on the platform and streamline the investor onboarding process.”

The announcement of more enhancements and new integrations are soon to come as V-Rooms™ continues to position itself as a leading platform choice for financial organizations, not only as a virtual data room provider, but also as a virtual clinical trial binder solution, a board portal solution and now, as a virtual deal marketplace solution.

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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V-Rooms Accelerates SEC Rule 240 17g-5 Compliant Web Site Services

November 25, 2014

V-Rooms™ Virtual Data Rooms announced today that it is expanding its password-protected website services for 17 CFR 240.17g-5. The service allows rating agencies, arrangers, lawyers, and investors to securely access confidential files, documents and data in compliance with SEC Rule 240 17g-5.

“We are excited to announce the expanded 17g-5 compliant cloud service”, said Jesse Placencia, Director of Business Development at V-Rooms™. “We believe the expanded services will streamline the process in meeting regulatory compliance guidelines at an economical cost of only $299 per month or $2,500 per year.”

The SEC rule requires Nationally Recognized Statistical Rating Organizations (NRSRO) and anyone seeking a rating for a structured finance product or security to provide required information in a password-protected Internet Web site. The SEC made this rule as a way of encouraging NRSROs who have not been retained by the issuer or arranger of the financial product to also rate them. The rule also requires NRSROs, when conducting their own research into a structured financial product, to make 10% of these research reports publicly available in the form of a rating.

V-Rooms™ is the perfect solution for compliance with SEC Rule 17g-5 because it provides an on-demand, easy to use, secure solution for distributing information to geographically dispersed parties”, said Dan Bradbary, CEO of V-Rooms™. “ V-Rooms™ is password protected and can be accessed 24/7/365. Our document repository and collaboration solution offers banking level security and full document audit trails.”

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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V-Rooms sponsors M-A Sources Dealmakers Expo

October 28, 2014

V-Rooms™, a leading virtual data room provider, is sponsoring M&A Source’s Dealmaker’s Expo, the premier event for Private Equity Groups interested in investing in businesses valued between $1-25 million.

Dealmaker’s Expo attracts over 150 of the most successful and sophisticated merger and acquisition intermediaries in the lower middle market. Dealmaker’s Expo is focused on allowing attendees to build personal relationships with equity investors and investment fund representatives. With a reputation as the go-to online document repository, V-Rooms™ Virtual Data Rooms is strongly positioned to be a strategic asset for the conference attendees.

“A merger or acquisition can be a complicated, regulated process” said Dan Bradbary, Chairman of V-Rooms™/Global Deal Market. “A virtual data room allows the quick and painless transfer of mission critical documents with banking-level security, regulation compliance, and the speed and ease of the cloud.”

V-Rooms™ is a leader in the virtual data room space and has recently launched Global Deal Market, a Family Office and Ultra-High Networth Individual oriented unique, secure platform with access to high-quality, rated deals in the 3 – 100 Million dollar range. “We are excited to participate in the M&A Source Dealmakers Expo in Austin, TX this week”. Said Karen Perkins, President of V-Rooms™/Global Deal Market, “This provides us with a unique opportunity to present our offering to M&A intermediaries and strategic professionals who are focused on the lower middle market.”

About Dealmakers Expo:

The M&A Source Dealmakers Expo takes place twice a year at each M&A Source Conference for Professional Development. Designed to connect private equity firms with the M&A intermediaries, the Dealmakers Expo is the place to be to make deals happen. Additional information can be found at http://www.masource.org/events/expo

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

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About Global Deal Market:

Global Deal Market, LLC is the premiere M&A deal rating and matching service for partnered Family Office Investors and Ultra High-Net-Worth Individuals for direct investments in private US based mature companies, typically with annual revenue less than $100 million. The GDM platform utilizes the award winning V-Rooms™ Virtual Data Room online document management solution which has facilitated the due diligence process for thousands of M&A over the past eight years. Additional information can be found at http://www.globaldealmarket.com

 

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V-Rooms Announces Pre Launch of M-A Global Deal Market

October 28, 2014

V-Rooms™, the virtual data room experts, announced on Tuesday the pre-launch of Global Deal Market™, a rated deal marketplace exclusively for Family Office direct investments in private US based mature companies, typically with annual up to $100 million. With this pre-launch, Global Deal Market (GDM) is actively reviewing M&A deals for presentation to our Charter Member Investors. With the public launch in January, GDM will present a wide assortment of deals to over 300 Family Offices.

Global Deal Market will be the premiere deal rating and matching service for partnered Family Office Investors and Ultra High-Net-Worth Individuals who are interested in owning private US based mature companies. Typically, the owners of these mature companies are approaching retirement age and are seeking exit strategies, preferably selling to Family Offices who have long-term holding strategies.

“We are excited to be able to provide a marketplace for this large “Silver Tsunami” group, a popular reference to the generation of baby boomer business owners, who are selling their companies,” said Dan Bradbary, Chairman of Global Deal Market, LLC. “Within the next 10 years, millions of these companies will be sold.”

The Global Deal Market platform utilizes the award winning V-Rooms™ Virtual Data Room solution which over the past eight years has facilitated the due diligence process for thousands of M&A transactions. Listed M&A deals on the GDM platform will be assigned a Deal Readiness Rating™, indicating the depth of due diligence information immediately available to interested buyers and investors, once non-disclosure agreements are signed.

After the recent financial crisis, Family Offices have expressed an increased interest in direct investment in private companies, as compared to funds. The current view is that funds are expensive and the individual investors lose a measure of control to the fund operators. As a result, many Family Offices are now hiring experienced staff to actively search for individual transactions for investment. The Global Deal Market platform will provide an ideal marketplace for these private company sellers and buyers.

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

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About Global Deal Market:

Global Deal Market, LLC is the premiere M&A deal rating and matching service for partnered Family Office Investors and Ultra High-Net-Worth Individuals for direct investments in private US based mature companies, typically with annual revenue less than $100 million. The GDM platform utilizes the award winning V-Rooms™ Virtual Data Room online document management solution which has facilitated the due diligence process for thousands of M&A over the past eight years. Additional information can be found at http://www.globaldealmarket.com

 

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V-Rooms Completes Migration to Amazon Web Services

October 14, 2014

V-Rooms™ Virtual Data Rooms announced today that they have completed their migration of all V-Rooms™ services to the Amazon Web Services (AWS) platform. This transition allows V-Rooms™ to enable additional online security measures as its users are increasingly accessing information from around the globe.

Along with this transition, V-Rooms™ reconfirms that their platform is 100% compliant with SEC Rule 17G-5, HIPPA, FDA CFR 21 Part 11, and FATCA for 2014/2015 and is Safe Harbor certified. These rules all certify the security and confidentiality of sensitive data such as financial files, legal documents and personal health information.

“The V-Rooms™ solution meets and often exceeds banking level security requirements for our clients’ documents,” said Karen Perkins, President of V-Rooms™, “Financial and medical professionals face many compliance requirements to maintain the confidentiality and security of sensitive documents and personal information, and we are proud to reaffirm full compliance with the major regulations facing financial, legal and life science firms.”

“The migration to the AWS environment will open new and more flexible opportunities for V-Rooms’ clients,” said Dan Bradbary, CEO of V-Rooms™. “By allowing users easier global access to our solution, we have paved the way to launch new exciting products such as a clearinghouse of open requests for deal funding and family office direct investment opportunities.”

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About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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V-Rooms and AM-AA Announce M-A Due Diligence Checklist Competition

June 24, 2014

V-Rooms™ Virtual Data Rooms, in association with The Alliance of Merger & Acquisition Advisors (AM&AA), announces its first annual M&A Due Diligence Checklist Competition.

The winners will be announced at the 2014 AM&AA Summer Conference, “Evolve: Capturing Opportunities in Today’s Market”, which will be held in at the JW Marriott in Chicago, July 22-24. The line-up of professionals attending include over 500 attendees and executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other advisors.

“We are excited about this checklist competition as we are building up to our 2014 AM&AA Summer Conference,” said Michael Nall, Managing Director of AM&AA. “We expect that this contest will provide not only a fun, rewarding experience, but also allow M&A professionals, lawyers, other financial advisors in our association to learn from each others’ best practices.”

To enter, due diligence checklists must be submitted between June 26, 2014 and July 18, 2014. The M&A Due Diligence Checklists can have been used in transactions across a variety of industries such as Retail, Manufacturing, Transportation, Professional Services, Commercial Real Estate, Technology, Consulting, Energy, Life Sciences, Consumer Products and more.

Each individual may submit one checklist per industry and the overall winner will receive a one day pass to the 2015 AM&AA Winter Conference in Las Vegas (valued at $745). For more details or to submit an entry, click here.

The overall winner will be selected by a panel of M&A professionals and announced at the AM&AA Summer Conference. All of the checklists, each identified by the individual who submitted them, will be assembled in a V-Rooms™ virtual data room, which may be accessed only by individuals who participate in the contest. This will ensure that only participating individuals will be able to view other submissions.

“I am confident that our due diligence contest will help everyone’s deal process,” said Dan Bradbary, CEO of V-Rooms™. “By sharing this information, we can help improve the laborious process of identifying and gathering the critical documents to get deals done more efficiently.”

About AM&AA:

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The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA’s 800+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide. http://www.amaaonline.com/

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About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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V-Rooms wins Acquisition Internationals 2014 Most Innovative Data Room Services Provider of the Year USA

June 24, 2014

V-Rooms™ Virtual Data Rooms received its third annual award from Acquisition International Magazine’s Finance Awards, selecting V-Rooms™ as its “Most Innovative Data Room Services Provider of the Year – USA.”

The magazine’s Finance Awards are based upon months of research by Internal staff, the votes of more than 50,000 financial professionals who read the Acquisition International magazine and 55,000 other finance professionals who voted in the poll. Awards are given based solely on merit, and are presented to those organizations providing exceptional service over the last 12 months.

“We are excited about being honored for our innovation in virtual data room technology,” said Karen Perkins, President of V-Rooms™. “We aim to be the most cost effective, secure, and feature rich data room on the market. It is really an honor to have won an Acquisition International Award for the third consecutive time.”

Kathryn Turner, Chief Coordinator of the Acquisition International M&A Awards, declared, “The V-Rooms™ team has really produced some incredible software. We’re impressed by their cloud-based solution for online document storage, secure sharing and V-Rooms continued commitment to innovating in the virtual data room space.”

In 2014, V-Rooms™ Virtual Data Rooms made considerable efforts to expand its business outside of the United States by opening up affiliated branches in Australia, Japan, and Brazil. V-Rooms™ has also launched specialty virtual data room products aimed at lawyers and clinical trials to meet the specific needs of these industries. V-Rooms™ Virtual Data Rooms are compliant with the JOBS act, 2014 HIPAA rule changes, SEC Rule 17G-5, Safe Harbor certification rules, CFR 21 Part 11, SAS 16 Type II, and FATCA..

“Our team of software developers have made leaps and bounds in past year,” said Dan Bradbary, CEO of V-Rooms™. “We’re pleased to receive this award and plan on continuing to improve the virtual data room experience for the benefit of our global clients.”

About Acquisition International:

Acquisition International is a monthly magazine brought to you by AI Global Media Ltd, a publishing house that has reinvigorated corporate finance news and reporting. Its topical news articles make it a valued read, and this readability ensures that advertisers will benefit greatly from their investment. AI works alongside leading industry analysts to ensure we publish the most up-to-date figures and analysis. The magazine has a global circulation, which brings together all parties involved in deal making and, in an increasingly global deal market, we are uniquely positioned to reach the deal makers that matter.

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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V-Rooms Immune to Dropbox and Box Web Link Vulnerability

May 8, 2014

V-Rooms™ Virtual Data Rooms announces that the newly discovered web link vulnerability affecting both Dropbox and Box.com does not affect users of the V-Rooms document exchange platform. The vulnerability, which was discovered by security researcher Graham Cluley, enables unauthorized users to see files within Dropbox or Box.com if users share a file with a link. Anyone who obtains the link can access the shared document or folder. Private documents have been further exposed in Google searches because of direct URL links to shared documents within these generic file sharing applications.

“Security is our top priority at V-Rooms™,” said Dan Bradbary, CEO of V-Rooms™. “All of the files in our secure document sharing platform are protected from the ‘leaky URL’ vulnerability that is plaguing Dropbox and Box.com. This latest security breach again shows that it is risky to trust mission critical documents with generic file sharing programs.”

In addition to allowing secured files to only be shared with people that the file owner has explicitly allowed, V-Rooms has several additional layers of protection when compared with Box.com or Dropbox. V-Rooms allows admins to control who has the ability to print and save documents and with V-Rooms™ “Undo” feature, admins can revoke access, even after the document has been downloaded. At that point, the removed user will not have the ability to open, delete, share, or edit the file.

V-Rooms™ clients also have the option to embed a confidential watermark as a digital layer on top of PDF documents. This dynamic watermark includes the user’s name and the date, time and IP address at the moment of access. If the file is leaked, the source can be easily identified.

“Documents on the V-Rooms platform are never shared as fully clickable URLs which is the source of this ‘leaky URL’ vulnerability,” said Karen Perkins, President of V-Rooms™. “Generic file sharing services, like Dropbox and Box, are not designed with business consumers and document confidentiality in mind; therefore, they don’t view ease of sharing as a vulnerability. As a solution provider for businesses and professionals, we’re confident in our ability to provide a best in class technology platform for our clients which include medical, legal, finance, and real estate professionals who need to maintain secure control of their document sharing.”

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Software-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

 

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Dan Bradbary of V-Rooms to speak at AMAA Summer Conference

April 30, 2014

Dan Bradbary of V-Rooms™ Virtual Data Rooms will present a workshop on process management at The Alliance of Merger & Acquisition Advisors’ (AM&AA) Summer Conference.

“Dan has been an active member of our organization for over 5 years, and we are excited about him sharing innovative ideas to improve the M&A deal process,” said Michael Nall, Managing Director of AM&AA. “We expect that this process improvement session will be well received.”

The 2014 AM&AA Summer Conference has the theme “Evolve: Capturing Opportunities in Today’s Market”, and will be held at the JW Marriott in Chicago, July 22-24. The AM&AA conference includes over 500 attendees including executives, investment bankers, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other advisors.

Dan Bradbary has a long history in project and process management. Prior to founding Due Diligence Online, LLC (dba V-Rooms™ ), Dan was the CEO of Project Management Services, Inc, a 150-person management consulting firm. Project Management Services, Inc. counted AT&T, Delta Air Lines, DuPont, IBM and Motorola as among their clients. Dan sold this company in 1997 and then wrote Herding Chickens: Innovative Techniques for Project Management (Wiley & Sons). Dan has also been an Angel Investor and served as a corporate officer of several start-up medical device, diagnostic and pharmaceutical companies. He started Due Diligence Online, LLC in 2004 based on the need for a simpler, more cost effective way to share information. Dan holds an MBA from Georgia State University in addition to a Bachelor of Civil Engineering degree from Georgia Tech.

As part of the M&A process improvement, Dan will also be discussing the launch of the Global Deal Market platform which provides deals in online secure virtual data rooms for Family Offices that are gearing up for direct investments in companies. These Investors have become apprehensive about investing in funds, yet lack the time to sift through hundreds of deals marketed through email.

V-Rooms™ and AM&AA are also holding a joint Due Diligence Checklist competition that is taking entries until July 18, 2014. The winner will be announced at the 2014 AM&AA Summer Conference.

About AM&AA:

​​​​​The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA’s 800+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide. http://www.amaaonline.com/

About V-Rooms™:

V-Rooms™ provides a cloud-based, customizable virtual data room (VDR) solution that is designed to streamline document management, collaboration, exchange and archiving for financial, legal and corporate professionals. The V-Rooms™ Sofware-As-A-Service (SAAS) secure document portal facilitates the secure exchange of sensitive information providing compliant and auditable transactions. V-Rooms™ enables the acceleration of complex, information-intensive processes while reducing the time and expenses associated with data distribution, courier, printing and travel. Additional information can be found at here.

About Global Deal Market:

Global Deal Market (GDM) provides an exclusive platform for sharing high-quality business opportunities with a close knit network of Family Offices and High Net Worth Individuals.

Our partnered Family Offices have chosen to use the GDM platform to discreetly view rated deals. The GDM team understands that these investors have become apprehensive with investing in funds, yet lack the time to sift through hundreds of deals marketed through email. In order to improve the deal sourcing process, our team was inspired to create the GDM platform.

http://www.globaldealmarket.com

 

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