Due diligence processes

The “careful review” of company’s documents, patents or larger portfolio is usually a costly and often time-killing process. Often different specialists and interest groups are involved. The docurex® dataroom helps you to save time and travel costs. Experts can access the same stored data from any computer worldwide. This helps you to reduce costs and speed up the time for the valuable expert .

To learn more about due diligence please check our free checklist for due diligence processes.

For due diligence transactions we recommend docurex® Enterprise  or an extended version of docurex® Standard. 

Mergers- / Acquisitions-transactions

A merger or sell of a company usually is a long process for all involved parties within a due diligence . In the beginning all necessary documents for the transaction are being put together, processed and prepared for wiewing by a potential buyer. docurex® helps you organize both documents and structures and provides secure access from any computer for your potential buyer.You can also set individual security levels for each document or user.

For M&A processes we recommend docurex® Enterprise or docurex® Premium.


Gatherings of profit and loss accounts and the accounting of company structures can be very complex and sometimes might be a confusing process. docurex® can help you to maintain the control of all necessary processes .

For the consolidation of accounting processes we recommend docurex® Standard with the docurex® module “versioning of documents “as well as online indexing (search function in uploaded documents). Depending on the request, the module “Questions and Answers (Q & A)” can also be helpful.

Secure management communications

Extremly confidential information should remain secret. If you want to make sure that no one else can read your correspondence – even your IT – you might want to use docurex for your communication within your board of directors.  With docurex® you can give permission to each individual user to review your individual documents or folders that they need. Of course with a meaningful logging, what was accessed. Trust is good, but to be sure certainty is better.

For sercure communication prurposes we recommend you docurex® Standard plus the docurex® module “versioning of documents” .

Document-Management/ Document Storage / Archiving

With docurex® you can store or archive your documents online. Whether you want to use your existing data or want to scan directly from your PC to your document management system like docurex®. Everything is possible. Even connection your existing ERP systems such as SAP can be achieved with docurex®.

Please contact us for more personal information or an individual quote. You will be surprised.

For document management, document storage or document archiving we recommend docurex® Standard with the modules “full-text indexing” and “document versioning” . Of course you can also try docurex® Standard with other modules.

Real-Estate-Management / Portfolio-Management

Do you want to manage a specific portfolio of real estate property and its corresponding documents online and provide access for your clients, customers and employees? With docurex® this can be done with no hassle. Numerous well-known companies such as Allianz Real Estate GmbH or Zinshausteam (Germany) use docurex to manage and develop theirs commercial portfolios or real estate property.

docurex® is also suitable for managing personnel files and the associated correspondence.

For portfolio- or real estate management we recommend docurex® Standard with the modules “full-text indexing” and “document versioning”. Of course you can also try docurex® Standard with other modules.