360 Capital: Secure Virtual Data Room for Investment Solutions

Organization Overview

360 Capital is a New Zealand-based financial services firm specializing in investment banking and advisory services. The firm is dedicated to providing tailored financial solutions, helping clients navigate complex transactions and investment opportunities. By leveraging deep industry expertise, 360 Capital supports businesses and investors in achieving their strategic goals through informed decision-making and efficient execution.

Business Requirements

360 Capital sought to enhance its service offerings by introducing a Virtual Data Room (VDR) solution. The primary goal was to securely manage and share sensitive investment information, investment banking documents, and advisory materials with clients. The specific requirements for the VDR included:

• Secure Document Storage & Sharing: Provide a centralized, secure platform for storing and sharing sensitive financial documents, such as investment memos, deal structures, and advisory reports.
• Access Control & Permissions: Implement robust user access controls, allowing 360 Capital to manage permissions for different stakeholders, ensuring that sensitive information is only accessible to authorized users.
• Activity Tracking & Reporting: Enable tracking of user activities, such as document views, downloads, and interactions, providing insights into client engagement.
• User-Friendly Interface: Offer a streamlined and intuitive user interface for both clients and internal users to easily navigate the data room and access key documents.
• Document Organization & Search: Develop a comprehensive document management system with advanced search capabilities, making it easy for users to find relevant information quickly.
• Integration with Existing Systems: Ensure seamless integration with existing CRM and email platforms to optimize communication and client management.
• Scalability & Data Security: Design the VDR to be scalable and secure, meeting industry standards for data protection and compliance.

Solution

FunctionEight collaborated with 360 Capital to deliver a fully customized Virtual Data Room solution, designed to meet their specific business needs:

• Secure Virtual Data Room Platform: Built a secure, cloud-based VDR that enables 360 Capital to store, organize, and share investment and advisory documents with ease.
• Advanced Access Controls: Implemented user authentication and granular permission settings, allowing administrators to control who can view, download, or edit documents, ensuring confidentiality and compliance.
• Comprehensive Activity Tracking: Integrated activity tracking features that log user interactions, providing real-time insights into document engagement and allowing 360 Capital to monitor client interest.
• User-Friendly Dashboard: Designed an intuitive dashboard with easy navigation, enabling clients to access key documents and investment information efficiently.
• Document Management & Search Functionality: Developed a sophisticated document management system with categorization, tagging, and search features, helping users locate important files quickly.
• System Integrations: Integrated the VDR with 360 Capital’s existing CRM and email systems, streamlining communication and enhancing client relationship management.
• Scalable & Secure Infrastructure: Ensured the platform is scalable to accommodate future growth, with robust data encryption, multi-factor authentication, and compliance with industry data security standards.

Results

The new Virtual Data Room solution transformed 360 Capital’s ability to manage and share sensitive financial information securely:

• Enhanced Client Engagement: The activity tracking features provided insights into client interactions, helping 360 Capital tailor their advisory approach based on client interests.
• Improved Document Security: The robust access control measures ensured that sensitive information remained protected, enhancing client trust and confidence.
• Streamlined Workflow: The user-friendly interface and integrated systems simplified document management, reducing administrative overhead and improving efficiency.
• Scalable Growth Support: The scalable VDR platform positioned 360 Capital to support a growing number of clients and complex transactions, driving future business growth.

This tailored Virtual Data Room solution empowered 360 Capital to deliver secure, efficient, and client-centric investment banking services, solidifying their reputation as a trusted partner in the financial advisory industry.