• Sharebar

I was chosen to head up a small cap deal, and we are in the beginning of the execution phase. I've done some research but it takes a lot of time to call all these different sites to get quotes, and I've got ridiculous amounts of work to do. Some are superior to others, but those are usually very pricey. I'd like to find a very professional site, but also good value.

Any of you monkeys know of sites that aren't crazy expensive but still offer quality service? Had any personal experience to vouch? Any advice would be appreciated.

Thanks guise

Full Disclosure: Searched several pages of past threads before starting this thread

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Comments (14)

  • TechBanking's picture

    Dropbox or FilesAnywhere

  • analyst-therapist's picture

    Intralinks or merrill datasite are both good, and will usually give you a free trial if you've never used them before

  • ThaVanBurenBoyz's picture

    Data room sales reps are on another level, they'll bug you quite a bit if they know you're looking. Proceed with caution, lol. Maybe even get a burner phone and a throwaway e-mail.

    Intralinks and Merrill are awful suggestions. Very expensive. Some providers of comparable quality, but cheaper price include: Firmex, Deal Interactive, Ansarada (they'll deal), and Sharevault. Bowne/RR Donnelly would be slightly more expensive than those providers, but cheaper than Intra & Merrill. Depending on your needs, OneHub is a great solution. Much cheaper than anything I mentioned above. It's basically WatchDox with additional features commonly needed in deals (customizable disclaimer pages, etc.).

    Whatever you do, pit the offers against each other. You'll be amazed how much they can move down in price from the initial offer, haha.

  • ThaVanBurenBoyz's picture

    Uh oh, here comes the spam.

  • In reply to ThaVanBurenBoyz
    Genetic's picture

    ThaVanBurenBoyz:
    Data room sales reps are on another level, they'll bug you quite a bit if they know you're looking. Proceed with caution, lol. Maybe even get a burner phone and a throwaway e-mail.

    Intralinks and Merrill are awful suggestions. Very expensive. Some providers of comparable quality, but cheaper price include: Firmex, Deal Interactive, Ansarada (they'll deal), and Sharevault. Bowne/RR Donnelly would be slightly more expensive than those providers, but cheaper than Intra & Merrill. Depending on your needs, OneHub is a great solution. Much cheaper than anything I mentioned above. It's basically WatchDox with additional features commonly needed in deals (customizable disclaimer pages, etc.).

    Whatever you do, pit the offers against each other. You'll be amazed how much they can move down in price from the initial offer, haha.

    Appreciate the advice. I've already fallen victim to their schemes. The last place I was at used intralinks and the invoices were ridiculous. No way I'm using them. I'll check out the others tomorrow.

  • In reply to Genetic
    oreos's picture

    Genetic:
    ThaVanBurenBoyz:
    Data room sales reps are on another level, they'll bug you quite a bit if they know you're looking. Proceed with caution, lol. Maybe even get a burner phone and a throwaway e-mail.

    Intralinks and Merrill are awful suggestions. Very expensive. Some providers of comparable quality, but cheaper price include: Firmex, Deal Interactive, Ansarada (they'll deal), and Sharevault. Bowne/RR Donnelly would be slightly more expensive than those providers, but cheaper than Intra & Merrill. Depending on your needs, OneHub is a great solution. Much cheaper than anything I mentioned above. It's basically WatchDox with additional features commonly needed in deals (customizable disclaimer pages, etc.).

    Whatever you do, pit the offers against each other. You'll be amazed how much they can move down in price from the initial offer, haha.

    Appreciate the advice. I've already fallen victim to their schemes. The last place I was at used intralinks and the invoices were ridiculous. No way I'm using them. I'll check out the others tomorrow.

    The sales boys at those places have a pretty big budget to spent, you should make them take you out, have a good time, then use DebtDomain.

    "After you work on Wall Street it's a choice, would you rather work at McDonalds or on the sell-side? I would choose McDonalds over the sell-side." - David Tepper

  • In reply to Genetic
    tedkennedy 's picture

    Genetic:
    ThaVanBurenBoyz:
    Data room sales reps are on another level, they'll bug you quite a bit if they know you're looking. Proceed with caution, lol. Maybe even get a burner phone and a throwaway e-mail.

    Intralinks and Merrill are awful suggestions. Very expensive. Some providers of comparable quality, but cheaper price include: Firmex, Deal Interactive, Ansarada (they'll deal), and Sharevault. Bowne/RR Donnelly would be slightly more expensive than those providers, but cheaper than Intra & Merrill. Depending on your needs, OneHub is a great solution. Much cheaper than anything I mentioned above. It's basically WatchDox with additional features commonly needed in deals (customizable disclaimer pages, etc.).

    Whatever you do, pit the offers against each other. You'll be amazed how much they can move down in price from the initial offer, haha.

    Appreciate the advice. I've already fallen victim to their schemes. The last place I was at used intralinks and the invoices were ridiculous. No way I'm using them. I'll check out the others tomorrow.

    Your complaint about invoices is spot on. It's an unfortunate fact that many vendors rely on complex invoices, to keep the signing prices low by hiding costs. Watch for contracts that detail complex calculations to count pages uploaded, calculate documents according to size and charge extra for storage fees, etc. etc.

    In the interest of full disclosure, I work for Firmex, so I'm admittedly bias but I do hear a lot about what goes on in the market. My advice - take a minute and look at the contract fine print. If the sales rep is straight forward and the terms are simple, you'll avoid the schemers.

  • In reply to tedkennedy
    Genetic's picture

    Edward Stephen:
    Genetic:
    ThaVanBurenBoyz:
    Data room sales reps are on another level, they'll bug you quite a bit if they know you're looking. Proceed with caution, lol. Maybe even get a burner phone and a throwaway e-mail.

    Intralinks and Merrill are awful suggestions. Very expensive. Some providers of comparable quality, but cheaper price include: Firmex, Deal Interactive, Ansarada (they'll deal), and Sharevault. Bowne/RR Donnelly would be slightly more expensive than those providers, but cheaper than Intra & Merrill. Depending on your needs, OneHub is a great solution. Much cheaper than anything I mentioned above. It's basically WatchDox with additional features commonly needed in deals (customizable disclaimer pages, etc.).

    Whatever you do, pit the offers against each other. You'll be amazed how much they can move down in price from the initial offer, haha.

    Appreciate the advice. I've already fallen victim to their schemes. The last place I was at used intralinks and the invoices were ridiculous. No way I'm using them. I'll check out the others tomorrow.

    Your complaint about invoices is spot on. It's an unfortunate fact that many vendors rely on complex invoices, to keep the signing prices low by hiding costs. Watch for contracts that detail complex calculations to count pages uploaded, calculate documents according to size and charge extra for storage fees, etc. etc.

    In the interest of full disclosure, I work for Firmex, so I'm admittedly bias but I do hear a lot about what goes on in the market. My advice - take a minute and look at the contract fine print. If the sales rep is straight forward and the terms are simple, you'll avoid the schemers.

    I gave firmex a quick look a few days ago. I'm still open. What would you say are Firmex's price variables and "average" total prices for a small cap deal?

  • In reply to Genetic
    tedkennedy 's picture

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