MyProof use case

Secure file sharing for financial transaction negotiations

M&A transactions and capital raisings require a reliable system for exchanging financial documents. Our platform offers an adapted solution with a secure file sharing for financial transaction negotiations. This service enables financial institutions to create a protected virtual environment for their activities.

The use of an electronic dataroom facilitates the exchange of confidential information between the parties involved. Our technology ensures data protection and confidentiality at every stage of the due diligence process, from the start of negotiations to the finalization of the deal. Visit investment banks can carry out their operations in a secure digital environment.

Sector & stakeholders

Software for investment banks

In the investment banks, Secure data management is essential when negotiating financial transactions. You handle highly confidential information and have to collaborate with numerous external parties.

The stakes are high: protecting sensitive data, controlling access, monitoring exchanges and complying with financial regulations. These challenges call for a solution tailored to the specific requirements of your industry, particularly for mergers & acquisitions, IPOs and fund-raising.

Investment bankers

You coordinate transactions and need a secure space to share financial documents with the various stakeholders.

Financial analysts

You need access to detailed financial data to carry out your due diligence and prepare your valuation reports.

In-house lawyers

You draft and review transaction-related contracts, requiring secure access to legal and financial documents.

Investors

You need controlled access to financial information to assess investment opportunities and make informed decisions.

Have a question? Talk to a MyProof expert.

Challenge & solution

Secure datarooms to optimize complex financial transactions

Challenge

Challenge for investment banks

In the investment banking sector, the management of financial transactions presents major challenges:

Exchange of highly confidential documents between multiple parties
Risk of sensitive information leaks that could impact share price
Traceability required for regulatory audits
Complex coordination between internal teams, customers and external consultants

An M&A director recently told us that he had lost a deal opportunity because of an information leak due to insecure file sharing, resulting in millions in potential losses.

Solution

Solution selected: Datarooms

MyProof is a dataroom specialized in financial transactions, offering :

Ultra-secure virtual environment : centralization of confidential documents with end-to-end encryption
Fine-tuned management of access rights : precise control of permissions for each party involved in the transaction
Real-time activity monitoring : dashboard detailing all document interactions
Dynamic watermarking : automatic application of personalized watermarks to sensitive documents
Integration of financial analysis tools : direct collaboration on financial models within the dataroom

This solution enables investment banks to conduct their transactions with optimum security and efficiency, reducing risk while speeding up due diligence processes.

Implementation

Datarooms for investment banks

MyProof's dataroom is a secure virtual space designed for investment banks, enabling them to share and manage confidential documents when negotiating financial transactions.

This feature enables you to centralize all documents relating to a transaction in a highly secure environment, facilitating collaboration between stakeholders while maintaining strict control over the sensitive information exchanged.

1

Dataroom configuration

Create a dedicated space for each transaction, with security settings adapted to the specific requirements of the operation.

2

Document management

Import and organize financial documents, due diligence reports and other confidential files in the dataroom.

3

Access control

Invite stakeholders (investors, advisors, auditors) with specific access rights for each document or section.

4

Activity monitoring

Monitor all document interactions in real time, ensuring complete traceability throughout the trading process.

Benefits

Datarooms to optimize your financial transactions

Centralize all financial documents in a single space, giving stakeholders rapid access to the information they need to assess investment opportunities.

Precisely manage access rights for each document and user, ensuring that only authorized persons can view sensitive information linked to your transactions.

Monitor users' interactions with documents, enabling you to adjust your negotiation strategy according to the interest shown by potential investors.

Facilitate exchanges between internal teams, external advisors and potential investors, while maintaining a high level of security for your confidential financial data.

Access the platform

Discover the power of MyProof to secure your critical data. Our intuitive solution will enable you to protect, certify and share your sensitive information with complete confidence.

Use cases

Other MyProof use cases at investment banks

Investment banks manage large volumes of confidential financial information and sensitive transactions. You are a investment funds ? We offer you a secure environment for storing, time-stamping and sharing this critical information, while ensuring regulatory compliance.

Secure storage of sensitive transaction data

Financial institutions constantly deal with confidential information linked to money flows. Our system offers a method for preserving the integrity of sensitive data in the banking sector:

Robust document encryption
Rigorous access controls
Compliance with regulatory standards

This approach enables investment banks secure critical information over the long term. Our platform ensures the protection of transaction details and financial records, while making it easier to manage the risks associated with storing confidential information.

French cloud for archiving due diligence reports

Our French hosting infrastructure enables financial institutions to store their due diligence reports in complete safety. MyProof offers a cloud solution that :

Protects confidential documents
Easy access to information
Meets compliance standards

This digital archiving platform, designed in France, meets the needs of investment banks in document management and preservation of information assets.

Secure drive for storing financial analyses

Visit investment banks The security of their financial documents is of paramount importance. Our platform offers a digital storage solution for your reports and analyses.

Thanks to our secure drive for storing financial analysesyou benefit from :

Enhanced protection for sensitive data
Access control for your team
Centralization of confidential information

This platform enables you to manage your financial documents in a secure environment, safe from unauthorized intrusion.

Blockchain time stamping for financial contracts

Visit investment banks and other financial institutions process numerous contracts and transactions every day. To guarantee the integrity of these documents, the’blockchain time-stamping of financial contracts is an effective solution.

Certification of the existence of a document at a specific point in time
Proof of non-modification of contracts
Strengthening trust between parties

This system enables financial institutions to comply with transaction traceability standards, while ensuring the authenticity of their contractual agreements.

Blockchain time-stamping for takeover bids

Mergers and acquisitions (M&A) transactions require optimum security for investment banks. The use of blockchain technology for time-stamping documents offers a reliable solution. This process guarantees the authenticity and precise date of files linked to financial transactions.

Our system integrates thisblockchain time-stamping for takeover bidsThis method enables banking institutions to improve the traceability of their processes. By applying this method to purchase proposals, financial institutions create an unalterable history, reinforcing the confidence of the players involved in these strategic transactions.

datarooms software for analyzing investment opportunities

Financial professionals are constantly on the lookout for promising investment projects. MyProof offers a platform for consolidating financial data when evaluating these opportunities. This solution enables teams to review and exchange sensitive information securely.

Financial analysts can carry out their due diligence and market research using a dataroom designed to meet industry requirements. This approach facilitates informed decision-making for investment banks and their customers, while ensuring data confidentiality.

Secure datarooms for M&A processes

M&A processes involve the exchange of confidential documents between parties. To facilitate these transactions investment banks use appropriate digital solutions. Our secure dataroom for M&A processes offers several advantages:

Centralized storage of financial information
Manage access rights to sensitive data
Optimizing due diligence procedures

This platform enables the players involved in the deal to exchange files securely, contributing to the efficiency of the M&A process.