Customer Stories – Digify https://digify.com Document Security Made Simple Mon, 13 Oct 2025 06:41:12 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://digify.com/wp-content/uploads/2020/07/cropped-Digify_Logo_Favicon-32x32.png Customer Stories – Digify https://digify.com 32 32 Data Rooms That Fit the Way Advisors Really Work: How Hemisphere Partners Simplified Cross-Border M&A With Digify https://digify.com/case-studies/data-rooms-work-digify-ma-case-study/ https://digify.com/case-studies/data-rooms-work-digify-ma-case-study/#respond Mon, 13 Oct 2025 04:21:00 +0000 https://digify.com/?p=27020

Data Rooms That Fit the Way Advisors Really Work: How Hemisphere Partners Simplified Cross-Border M&A With Digify

Hemisphere Partners
Daniel Bernstein

“Who has time to deal with data rooms? Digify is straightforward, cost-effective, and does everything we want it to do.”
Daniel Bernstein
Managing Director, Hemisphere Partners

A Boutique M&A Firm Navigating Complex Transactions

Hemisphere Partners is a boutique mergers and acquisitions (M&A) advisory firm specializing in cross-border software transactions. With expertise spanning the United States, Australia, New Zealand, and beyond, the firm works with lower to middle-market software companies in the $2 million to $20 million range.

Managing Partner Daniel Bernstein has completed more than 30 software transactions in his career and now leads Hemisphere’s focus on helping software companies achieve strategic exits. Recent deals include Loop Software’s acquisition by Civica, a notable transaction in the Australian market.

“We are focussed on cross-border software M&A. Most of our clients are B2B software companies with significant strategic value.” – Daniel Bernstein

The Challenge: Finding a Secure, Scalable Data Room Without the Complexity

In due diligence, each client engagement requires a dedicated data room. With multiple deals often running in parallel, Hemisphere Partners needed a solution that would:

  • Be simple and intuitive for buyers to use without training
  • Remain cost-effective while supporting multiple active data rooms
  • Keep access secure and controlled so buyers only see what they are authorized to view
  • Allow discreet branding for each client, reinforcing professionalism

Daniel had seen first-hand how other providers fell short.

“Unfortunately, a lot of data room providers are not set up the way we need. They tend to complicate things or only allow one data room per licence. We needed a solution that made things straightforward.” – Daniel Bernstein

The Solution: Straightforward, Flexible, and Branded

After researching several alternatives — including DealRoom, Ansarada, and iDeals — Hemisphere Partners chose Digify. What stood out was Digify’s ability to cover all the essentials an advisory firm needs to run multiple high-stakes transactions without friction:

  • Ease of Use: Several client data rooms can be set up seamlessly, with no learning curve for users.
  • Branding: Custom banners and logos personalize the experience and bring a touch of character to due diligence.
  • Permissions: Each data room is discreet, with the right access controls in place to prevent overlaps.

Scalability: Daniel and his partner manage six to seven live data rooms at once, with the ability to retire them cleanly after engagements close.

“Everything is discreet. Clients don’t see each other’s data rooms. There’s never a security issue, and it’s doing everything it’s supposed to do.” – Daniel Bernstein

Even clients noticed the difference. Due diligence is rarely the most enjoyable part of a deal, but small touches like branding make the process less clinical.

Kookaburra image

“When we sold Loop Software, the client loved seeing the kookaburra on the masthead in the data room. It kept them happy and made the whole due diligence process feel a little more pleasant.” – Daniel Bernstein

That small detail reinforced Hemisphere’s professionalism and showed how Digify could help humanize what is usually the most stressful stage of M&A.

The Results: Efficiency, Professionalism, and Zero Issues

The impact of Digify has been both practical and reputational for Hemisphere Partners. It not only helped streamline internal workflows but also elevated the experience for clients and buyers alike.

Running Multiple Transactions Seamlessly

Hemisphere often manages several live deals at once. Digify makes this simple, ensuring every client has their own discreet workspace with no overlap or risk of sensitive information being exposed.

Professional Presentation That Stands Out

Customized branding transformed the data room from a sterile tool into a space that reflected Hemisphere’s thoughtful approach. Buyers noticed, and it left an impression.

Saving Time for a Lean Team

With just two partners driving the business, efficiency is everything. Digify allows them to get data rooms up and running quickly, without the overcomplication of other providers.

Building Buyer Trust Effortlessly

Buyers—often seasoned professionals from private equity or strategic acquirers—never complain about the platform. The experience is intuitive, reliable, and smooth, reinforcing trust without extra effort.

“I’ve seen absolutely zero issues with Digify. Buyers never complain. It’s easy to use, and for a team like ours, that makes all the difference.” – Daniel Bernstein

Innovation That Keeps Pace With M&A Needs

Hemisphere relies on tools that can keep up with the pace of transactions without adding unnecessary complexity.

“We have very few… but very good tools. (One of them is) you guys.” – Daniel Bernstein

Daniel appreciates that Digify not only works today but also evolves with the changing needs of M&A professionals. Unlike other platforms he has used—some antiquated, some frustratingly overbuilt—Digify delivers simplicity with a forward-looking edge.

One innovation that particularly stood out is Digify’s Persistent Protection After Download (PPAD). Already available in beta at the document level, PPAD ensures files remain protected and trackable even after recipients download them. This is something many traditional providers don’t offer at all, or do so only after making you download a host of plugins or software.

The next step is bringing PPAD to the data room level—a feature Digify is already working on—creating unified oversight of all deal materials. For Hemisphere, this will mean greater peace of mind when prospective buyers, especially pre-LOI, are reviewing sensitive information.

“It would be especially helpful when we have prospective buyers looking at documents before an LOI. Knowing who’s downloading and when adds real value.” – Daniel Bernstein

By combining ease of use with security innovations like PPAD, Digify goes beyond keeping pace with industry standards to setting them.

“The pricing is correct, the permissions are correct, and the experience is positive. We wouldn’t consider switching.” – Daniel Bernstein

Ready to get started?

Digify data rooms has a balance of simplicity and security that your team will love.

No credit card required

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How Sisecam Protects Product Designs and Builds Stakeholder Trust https://digify.com/case-studies/how-sisecam-protects-product-designs/ https://digify.com/case-studies/how-sisecam-protects-product-designs/#respond Tue, 19 Aug 2025 04:08:34 +0000 https://digify.com/?p=26472

How Sisecam Protects Product Designs and Builds Stakeholder Trust

Summary

Challenge
Sisecam, a glass manufacturer, frequently shares early-stage product designs with clients such as IKEA, Efes Beverage Group, and Turk Tuborg. These designs are confidential and often not yet in production—making IP protection a top priority. Ensuring these sensitive assets are not misused, copied, or leaked during the design phase is critical to maintaining the company’s competitive edge and safeguarding its innovation pipeline.

Solution
Sisecam used Digify to securely share sensitive design files with both internal teams and external clients. The platform’s granular permission settings, document tracking, and watermarking features gave them the control and visibility they needed without disrupting their workflow.

Results 
With Digify, Sisecam streamlined file sharing, eliminated reliance on IT approvals, and gained real-time insight into document access. These improvements not only reduced administrative work and built trust with stakeholders, it also helped accelerate project timelines through faster, more responsive collaboration.

About Sisecam

Sisecam is a global leader in the glass manufacturing industry, producing a wide range of products including glassware for homes, packaging, flat glass, and soda bottles. Within the company, the Design team plays a vital role in shaping product concepts that span both function and form.

We spoke with members of Sisecam’s Design department, including designers and a UX researcher, to understand how they collaborate across departments and with clients—while ensuring the security of their sensitive product designs.

The Challenge: Sisecam needed a secure, controlled way to share confidential design files in order to prevent IP theft

1. Security & Confidentiality Risks

  • No way to prevent unauthorized downloads, forwarding, or copying of design files
  • Risk of exposing sensitive, unregistered designs before products reached the market
  • Instances where similar designs appeared under other brands, raising concerns about IP theft

2. Lack of Visibility & Control

  • Inability to track who opened or reviewed documents
  • No audit trail to identify engaged or inactive stakeholders
  • Difficulty managing who had access to what, and for how long

3. Operational Bottlenecks

  • Reliance on IT approvals for external file sharing via OneDrive
  • Slow and manual processes that delayed collaboration with clients
  • No standardized system for managing short-term vs long-term access to files

The Solution: Secure, Controlled, and Efficient Document Sharing with Digify

Sisecam adopted Digify after determining it offered the most secure and user-friendly solution for sharing sensitive design files. The platform met the company’s dual needs: protecting unregistered product concepts while maintaining efficient collaboration with both internal stakeholders and global clients.

1. Secure Sharing for Sensitive Designs

  • Advanced Access Controls: Sisecam could assign tailored permissions such as view-only, download, or limited-time access, based on the sensitivity of each project or file.
  • Watermark & Screen Shield: Built-in protection tools prevented unauthorized distribution, ensured traceability, and safeguarded visual IP.
  • Granular Expiry Settings: Files could be made available for a few hours, days, or longer, giving Sisecam control over who sees what, and for how long.

2. Workflow Efficiency and Autonomy

  • No IT Bottlenecks: Teams no longer needed to wait for file-sharing approvals or workaround cloud restrictions. Digify gave them full autonomy to share files securely and instantly.
  • Real-Time Notifications: Stakeholders were alerted automatically when files were uploaded or accessed, reducing the need for manual follow-ups.
  • Centralized Data Rooms: All project documents were organized in one place, simplifying version control and stakeholder management.

3. Confidence, Consistency, and Control

  • Trackable Engagement: Sisecam could see who opened which files and when, helping them manage follow-ups and prioritize engagement.
  • Reduced Risk Exposure: With more visibility and control, the risk of unintentional leaks or misuse was significantly reduced.

Since data is shared through a more secure platform, we can track it. Being able to track the journey of all that data is actually quite reassuring.

The Results: Greater Control, Faster Workflows, and Stronger Trust

Since adopting Digify, Sisecam has significantly improved how it manages, shares, and tracks sensitive design files. The platform has helped stramline collaboration while reinforcing security and building trust with internal teams and external clients alike.

Digify not only resolved the company’s initial concerns around document misuse, it also introduced a more professional, efficient, and accountable way to manage critical design communications.

1. Secure, Professional Sharing Experience

  • No Document Leaks: Since implementation, Sisecam has not experienced any unauthorized access or file misuse.
  • Improved Stakeholder Confidence: Both internal and external stakeholders have gained peace of mind knowing their data is being shared through a secure and professional platform.

2. Operational Efficiency and Time Savings

  • Eliminated IT Delays: Without having to wait for IT approvals, teams can now share files instantly and move designs forward more quickly.
  • Triggered Faster Responses: Automatic notifications prompt recipients to check new uploads right away, reducing lag and encouraging quicker reviews without the need for manual follow-ups.
  • Faster Project Cycles: With streamlined sharing and quicker feedback, design and approval timelines have shortened.

Digify's interface is simple, it's not tiring to use, and it's not confusing in terms of where to click and what to do. It's user-friendly, which was an important factor in our decision-making process.

3. Visibility, Accountability, and Flexibility

  • Insight into Engagement: Sisecam can track who opens which files and when, helping teams identify active participants and follow up more effectively.
  • Flexible Access Management: Time-based permissions make it easy to align access with the scope and timeline of each project.
  • Long Term Traceability: The ability to review document history and access logs adds a layer of accountability and helps support secure project planning.

Conclusion: Prioritizing Security Without Slowing Innovation

For design and manufacturing teams working with sensitive intellectual property, balancing collaboration and confidentiality is critical. Sisecam’s adoption of Digify proves that strong data protection doesn’t have to come at the expense of efficiency or creativity.

By choosing Digify, Sisecam delivered:

  • Controlled, trackable sharing of confidential design files
  • Streamlined, secure workflows for both internal and external collaboration
  • Enhanced trust and professionalism across stakeholder interactions

In industries where design confidentiality directly impacts competitive edge and revenue, Sisecam’s story shows how the right platform can unlock both protection and performance.

Digify gives teams like Sisecam’s the visibility, flexibility, and control they need to confidently move ideas forward without compromise.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your team will love.

No credit card required

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How G Squared Closed on $2B by Putting Investor Experience First https://digify.com/case-studies/how-g-squared-closed-on-2b-by-putting-investor-experience-first/ https://digify.com/case-studies/how-g-squared-closed-on-2b-by-putting-investor-experience-first/#respond Wed, 12 Mar 2025 07:16:27 +0000 https://digify.com/?p=25193

How G Squared Closed on $2B by Putting Investor Experience First

G-Squared

Summary

Challenge
G Squared, a global venture capital firm, needed an efficient, scalable, and professional platform to manage investor communications and complex data rooms while ensuring secure and compliant document sharing. Their previous provider was slow, inefficient, and lacked the flexibility to meet evolving investor demands.

Solution
G Squared chose Digify after consulting their team on the best data room experience they’d had as recipients. Digify’s features—like rapid data room setup, centralized version control, white-labeling, and intuitive access—delivered both operational efficiency and an outstanding investor experience.

Results 
G Squared streamlined workflows, enhanced the quality of investor communications, and successfully held final closings on $2 billion across its funds since 2022.

About G Squared

G Squared pursues investments in companies driving innovation and growth across transformative technology businesses, while supporting the liquidity needs of the venture capital ecosystem at large.

G Squared is a global venture capital firm that invests in growth-stage technology companies. With offices in Chicago, San Francisco, Zurich, and Miami, G Squared’s portfolio includes industry leaders like Airbnb, Spotify, Coursera, Fanatics, Wiz, and Turo.

The Challenge: Simplifying Communications and Delivering Better Investor Experiences

Managing investor communications for a multitude of stakeholders with disparate needs across multiple international offices had become increasingly complex for G Squared’s Investor Relations (IR) team. Some of the challenges included:

1. Inefficient Workflows

  • Their previous platform’s slow performance made routine tasks—like loading guest lists or managing document versions—frustrating and time-consuming.
  • Repetitive manual tasks like managing access, distributing updated documents, and troubleshooting technical issues wasted valuable time that could have been spent building relationships with investors.

2. Inconsistent Communication

  • Sharing outdated or incorrect documents risked creating unnecessary confusion for both the IR team and investors.

3. Investor Experience

  • G Squared recognized that investor experience was critical to their credibility and success.
“When we started looking for an alternate provider, we asked our team which data rooms they liked most as recipients. We wanted a platform that delivered an outstanding recipient experience. The answer was Digify.”
Antonia Korduba
Principal, Head of Investor Relations

The Solution: Digify’s Recipient-First Platform

G Squared chose Digify after an internal review revealed it provided the most intuitive and efficient data room experience from the perspective of recipients. This recipient-first evaluation ensured that the platform aligned perfectly with both investor needs and G Squared’s operational goals.

Digify addressed G Squared’s challenges by delivering a secure, professional, and intuitive platform that prioritized investor satisfaction while streamlining the IR team’s workflows.

1. A Seamless and Intuitive Investor Experience
Digify’s intuitive interface allowed investors to access information seamlessly without confusion.

  • Single-Link Direct Access: Investors accessed marketing files directly with minimal steps. The same content was available to all G Squared team members, ensuring investors always received the latest, accurate information without confusion.
  • Click-Through NDAs: Investors could easily agree to terms with a single click, reducing barriers to access.
  • Automatic Version Updates: Ensured investors always received the latest, accurate information without confusion.
  • Customizable Branding: Digify enabled G Squared to create data rooms with strong customer branding, including a custom URL and tailored visual identity, reinforcing trust and professionalism.
“The Digify platform is so well integrated with our brand from the very start of the investor experience, laying the foundation for a seamless and consistent experience across our platforms.”
Antonia Korduba
Principal, Head of Investor Relations

2. Time Savings and Efficiency

  • Streamlined Workflows: Automated tasks like document distribution and permission management freed up time for strategic engagement with investors.
  • Scalability: Digify enabled G Squared to quickly set up both simple and complex data rooms to meet evolving investor demands across global fundraising processes.

3. Error-Free Communication and Compliance Support

  • Centralized Version Control: Eliminated the risk of outdated documents, ensuring consistent and professional communication with investors.
  • Document Accessibility Settings: Varying permissions ensured sensitive documents were protected while still being accessible to authorized investors.
  • Audit Trails: Provided transparency and accountability during regulatory audits.
“We focus on content discussions rather than the mechanics of accessing it. It’s seamless and reliable.”
Antonia Korduba
Principal, Head of Investor Relations

The Results: Closing on $2 billion with Efficiency and Credibility

By prioritizing investor experience, operational efficiency, and compliance support, Digify enabled G Squared to deliver outstanding results:

Stronger Investor Relationships
Investors experienced seamless access to information with zero complaints, enhancing their trust in G Squared.
Improved Workflow Efficiency
Tasks that previously took minutes now happened in seconds, even as the IR team managed larger, more complex fundraising processes.

Enhanced Credibility and Compliance
Digify’s branded data rooms and compliance-supporting features reinforced G Squared’s identity while simplifying adherence to regulatory requirements.

Successful Fundraise
Since 2022, G Squared has successfully held final closings on multiple funds, with the assistance of Digify, securing a total of $2 billion.

Conclusion: Putting Investors First Drives Results

For IR professionals, managing investor communications and building trust has never been more critical—or more manageable. G Squared’s success shows how choosing the right platform – one that puts investors first – can transform fundraising communications.

By choosing Digify, G Squared delivered:

  • Seamless, branded, and intuitive access for investors
  • Scalable, efficient, and compliant workflows for their team.

For investor relations professionals managing large-scale fundraises, Digify provides the flexibility, professionalism, and security needed to drive results and create exceptional investor experiences.

When investors trust the experience, the numbers follow—and G Squared’s recent success proves it.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your team will love.

No credit card required

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How JLL uses Digify for due diligence and property transactions https://digify.com/case-studies/how-jll-uses-digify-for-property-transactions/ Wed, 27 Sep 2023 06:35:24 +0000 https://digify.com/?p=21919

How JLL uses Digify for due diligence and property transactions

JLL uses Digify to facilitate the sales and marketing of their commercial and industrial properties.

About JLL

For over 200 years, JLL, a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. 

Driven by its purpose to shape the future of real estate for a better world, JLL helps its clients, people and communities see a brighter way.

The Problem

JLL needed a secure and centralized platform for sharing confidential documents with prospective clients and relevant stakeholders.

From property files to due diligence information, JLL needed a data room to organize and share large amounts of data on their properties. 

With the many properties they handle, JLL needed a way to compile all these files to help with advertising their properties, as well as securely send them out to prospective clients.

The Solution

Branded & Customised Data Rooms ✨

With Digify, JLL is able to customize each data room to the specific needs of each property. By using the About page of each data room, they can introduce their prospects to details of the property before they proceed with viewing related files.

Data-driven Insights for Reporting 📈

For JLL, the detailed breakdown of statistics becomes helpful for internal reporting and analysis. They are able to fully examine which documents are being viewed, as well as how much time is being spent on them.

Simple & Effortless File Sharing 💡

JLL finds Digify’s user interface straightforward and very easy to use. The platform allows JLL to easily compile and share documents to multiple external parties. With Digify, they are provided with an easy to use platform to both store and securely share files.

A dedicated platform for due diligence, file sharing, and analytics

Through an easy to use platform with reliable features, Digify provides JLL with a dedicated space for due diligence, file sharing, and statistical analysis. 

Digify’s document security and data room features have equipped JLL with a trustworthy method to advertise their properties and send out confidential data to external parties.

"We prefer using Digify because we’re able to control the access and see exactly who’s viewing, who’s able to download, and also get a detailed breakdown of the statistics ."

Lewis Bullivant
Logistics & Industrial Analyst for JLL Auckland

Join the world's top companies

Digify data rooms have a balance of simplicity and security that your clients will love.

No credit card required

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How Global Blue tracks and protects their reports using Digify https://digify.com/case-studies/how-global-blue-uses-digify-to-track-and-protect-reports/ Wed, 06 Sep 2023 07:37:01 +0000 https://digify.com/?p=21703

How Global Blue tracks and protects their reports using Digify

Summary

Challenge: Before implementing Digify, Global Blue sent reports via email to thousands of recipients, including internal employees and external merchants across different countries. However, they didn’t yet have insights into how recipients engaged with the reports after they were sent.

Solution: The company adopted Digify to facilitate secure and trackable document sharing at scale, along with an API integration to Salesforce and other internal systems.

Results: With Digify, Global Blue enhanced the security of their reports and gained detailed engagement tracking. This ensured sensitive information was accessible only to authorized users, improved workflow efficiency, and allowed teams to focus on more strategic initiatives by understanding recipient interactions better.

About Global Blue

Global Blue pioneered the concept of Tax Free Shopping 40 years ago. Through continuous innovation, they have become the business partner for the shopping journey, enhancing the shopping experience and boosting retailer performance through technology and services.

Global Blue offers state-of-the-art solutions within three businesses: Tax Free Shopping, Payments and Post-Purchase.

The Challenge: Secure Report Distribution Workflow

Before adopting Digify, Global Blue sent business data reports  via email to thousands of recipients, including internal employees and external merchants in different countries. However, once the reports were sent, there was no way to track recipient engagement.

To address this, Global Blue sought out document security software that would allow them to easily manage and maintain control of their reports at scale, while providing recipients with a simple, centralized location to access their reports. To further streamline their operations, Global Blue also implemented Digify’s API solution to integrate with Salesforce and automate their daily workflows.

The Solution: Digify Helps Global Blue Track and Protect reports

Global Blue turned to Digify’s document security software to tackle these challenges. Digify provided a secure, centralized platform for distributing reports with robust tracking and analytics  features. The API integration with Salesforce also allowed Global Blue’s sales team to streamline their workflow, using Digify’s features directly within Salesforce without the need to switch between platforms.

The Results

Actionable insights on report viewing

Detailed analytics provide insights into who views the reports and exactly how they interact with them, guiding sales outreach efforts. Global Blue is also able to export its data room activity log to an Excel file, speeding up the workflow and providing clear insights into recipient interactions.

Improved security to prevent information leaks

All recipients have to verify their identity using a one-time code or  SSO (Single Sign-On), and agree to custom legal terms, before accessing reports. Reports are view-only,  but watermarked downloads are available based on user permissions. Dynamic watermarking personalizes reports with recipient details, discouraging unauthorized sharing.

Efficient workflow with Digify’s API

The integration of Digify’s API streamlines the workflow by enabling seamless document sharing across platforms. Features like file versioning and tailored permissions simplify report distribution, reducing errors and allowing teams to focus on strategic initiatives. 

Key features used:

✔   Document tracking and analytics

Digify allows Global Blue to track who accesses files, including the frequency, duration, and access location. This helps the sales team understand engagement and tailor follow-up actions effectively. Exportable activity logs optimize workflow analysis by allowing easy data transfer to Excel for detailed examination.

✔   Dynamic watermarking

Global Blue uses Digify’s dynamic watermarking for specific reports, personalizing them with the recipient’s email address, date and time of access, IP address, and other custom information. This discourages unauthorized sharing or screenshotting, as it can be traced back to the user.

✔   Terms of access

With Digify’s Terms of Access feature,  recipients must agree to custom legal terms before viewing reports. Once accepted, both parties receive an email notification, and an audit trail is created. The report is then displayed to the recipient. Global Blue can also instantly revoke access to compromised files, ensuring sensitive information remains secure.

✔   Granular permissions

Managing thousands of recipients with different access right is easy with Digify’s Granular Permissions. Global Blue can quickly customize access, giving one person access to all folders while restricting another group to a single file.

✔   File versioning

Global Blue can quickly correct any errors or typos in a document by instantly replacing the file with an updated version—no need to send a new link. This streamlines the process, saving time and enhancing efficiency. 

✔   API integration

Digify’s API automates daily workflows and ensures high reliability with a 99.9% uptime SLA. It also provides support for smooth implementation and is ISO27001 certified, guaranteeing top-tier Information Management Security.

Conclusion

Global Blue has relied on Digify for the last 4 years to securely send files to thousands of stakeholders, gaining advanced security and detailed engagement insights. The platform offers a user-friendly experience, with fast and reliable access to reports.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your team will love.

No credit card required

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How PharmaCann uses Digify to keep track of confidential documents https://digify.com/case-studies/how-pharmacann-uses-digify-to-track-confidential-documents/ Thu, 06 Apr 2023 05:14:16 +0000 https://digify.com/?p=20453

How PharmaCann uses Digify to keep track of confidential documents

Find out how PharmaCann uses Digify to securely share documents with their clients

PharmaCann invests in best practices at every turn to ensure people have access to the most effective options for feeling and living better. As it gains recognition as a trusted resource for alternative medicine, PharmaCann needed a platform to share documents for deal making processes.

We spoke with Jeremy, Associate Director for Corporate Development at PharmaCann, to learn more about how the company uses Digify to stay in control of their documents.

PharmaCann: Improving people’s lives through Cannabis

Based in the United States, PharmaCann focuses on the production and distribution of medical cannabis. Licensed to grow, process, and/or dispense medicinal cannabis products, they advocate for the legalization and acceptance of cannabis nationwide.

The company’s team aims to provide high-quality products, safe for adult and pediatric patients as well as for responsible adult use. They also aim to educate and support patients and healthcare providers on the benefits and responsibilities of medicinal cannabis usage.

Why Digify?

“We see Digify as a very efficient, safe, and simple to use system to store data and to manage deal processes.”

PharmaCann needed a centralized and secure platform for gathering and sharing information during the deal making processes. Besides its ease of use, Digify met their standards for the following reasons:

Securing business information

PharmaCann aims to ensure that their business information is always secure. By setting data room permissions according to the level of access they want their guests to have, the company is able to control who gets access to what information. This provides them with a secure way to send data both within the company and outside.

PharmaCann creates one data room per client and uploads the needed documents there. As they send it out, the company sets different permissions per guest to protect and track their documents as needed.

Saving time during dealmaking

PharmaCann saves time in the deal making process by uploading guests in bulk to a data room. As their data rooms are accessed by multiple users, they are able to efficiently upload multiple guests through this feature.

Digify allows them to remove data room guests at any time after inviting them. They can also remove multiple guests in one go. 

Digify Granular Permissions - Document Tracking

Organizing data more efficiently

PharmaCann organizes their documents by creating folders and sub-folders and setting granular permissions for each. They can store information in these folders and easily edit their permissions.

This has allowed for the company to keep track of all documents shared throughout the years.

PharmaCann recommends Digify

“I would definitely recommend Digify because of the price point, the functionality, and the ease of use.”

- Jeremy Nelson, Associate Director, Corporate Development at PharmaCann

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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How Efficient Energy sends confidential documents for fundraising due diligence https://digify.com/case-studies/how-efficient-energy-sends-confidential-documents-for-fundraising-due-diligence/ Wed, 06 Jul 2022 04:13:56 +0000 https://digify.com/?p=17708

How Efficient Energy sends confidential documents for fundraising due diligence

Find out how Efficient Energy uses Digify to keep control of fundraising due diligence files.

Efficient Energy is an innovative, fast-growing company that has developed environmentally friendly and commercially viable solutions for refrigeration. With plans for continued growth, it needed a simple and convenient platform with all the necessary features, such as document tracking and analytics, to help with fundraising due diligence.

We spoke with Roman, who is responsible for corporate development and investor relations at Efficient Energy, to learn more about how he keeps control of fundraising due diligence files.

Efficient Energy: pioneering sustainable refrigeration technology

Efficient Energy is an innovative German-based manufacturer and system supplier of an environmentally friendly refrigeration technology called Bluezero.

Their eChiller models are the only chillers in the world that use the natural safety refrigerant water (R718) as a refrigerant and offer excellent energy efficiency. The company also has a proven track record with well-known customers such as Volkswagen, Mercedes, Bosch and Siemens. The company is planning a global rollout in the future.

Why Digify?

"The main advantage of Digify is that it is very easy to understand. You do not have to call support to learn how it works because it's very easy to use. It's also very affordable price-wise."

Efficient Energy needed a trusted virtual data room to send sensitive files to investors during due diligence. In addition to its ease of use and affordability, Digify was their first data room choice for the following reasons:

Customize different levels of access with granular permissions

Granular Permissions allows Efficient Energy to easily manage and customize its investors’ permissions to files and folders.

For example, if certain data room guests only need access to R&D documents instead of financial documents, they can easily adjust their permissions in seconds.

Improve communication by turning on notifications

Efficient Energy could easily send a customized notification to investors to remind them of an important file update. It only takes a few clicks, and they can skip notifications for minor file updates.

Follow-up with investors at the right time with document tracking

With document tracking, Efficient Energy was able to get detailed information about which investors interacted with their files, from where, for how long, and how often. This was particularly helpful in understanding investor focus during due diligence.

For example, seeing investors downloading 10 times more intellectual property documents than marketing materials can be of great value to them. This way, they can take action and prepare for intellectual property issues before the next meeting.

Efficient Energy recommends Digify

"Doesn’t matter if it’s fundraising, M&A, exit or even IPO. I would use Digify for all those processes where virtual data rooms are needed.”

– Roman Herasymenko, Investors Relations & Finance, Efficient Energy

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

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Professional Aviation Training Academy – Malta (Malta School of Flying) uses Digify to send training materials securely https://digify.com/case-studies/professional-aviation-training-academy-malta-malta-school-of-flying-uses-digify/ Tue, 10 May 2022 09:41:36 +0000 https://digify.com/?p=16590

Professional Aviation Training Academy - Malta (Malta School of Flying) uses Digify to send training materials securely

Find out how Professional Aviation Training Academy - Malta (Malta School of Flying) uses Digify to store and send confidential training material securely.

Malta School of Flying spent significant resources on developing its intellectual property for its training manuals. They also had to comply with new regulations for tests so that they could be sent to students during the COVID-19 pandemic period. Therefore, it is doubly important for them to protect their important documents from the wrong hands.

We spoke with Iselle, a Manager at Malta School of Flying on how their Training Department has been using Digify to store and send confidential training material.

“It’s important to protect our intellectual property from competition. We spend a lot of time preparing these according to EU regulations.”

Malta School of Flying: one of the biggest aviation training academies in Malta

Malta School of Flying, trading as Professional Aviation Training Academy – Malta, was founded in 2004 and has more than 17 years of experience in the flight training industry. 

With a 100% safety record, Malta School of Flying is one of the most established, long-standing flight schools in Malta with a large team of highly qualified instructors and a fleet of 10 training aircraft.

Why Digify?

Malta School of Flying was initially unprepared for the changing rules and regulations at the beginning of the COVID-19 pandemic, as its available PDF manuals could not be used for online courses.

The flight school then realized the importance of providing tests and learning materials online in a way that’s acceptable to the authorities. If they were unable to find a way to do so securely, there is a possibility that they may infringe regulations.

After browsing and trying various document security and data room software, Digify ticked all the boxes for Malta School of Flying for various reasons.

No worrying over leaks with a strong document security software

Digify had all the security features that Malta School of Flying needed when it came to protecting training materials from being leaked.

With the ability to revoke access, restrict print, and download among other features, the company was able to convince the relevant authorities that they could indeed use Digify to send resources to customers in a secure manner.

Save time with simple and straightforward UX/UI

Iselle quickly learned how to navigate Digify and use the platform, with minimal effort.

"We really needed to cut down on the time staff have to spend learning how to set things up."

It was so easy to use that it did not take her long to get Malta School of Flying’s busy faculty into Digify. The same goes for the students and customers. Ease of use is critical because students would be less inclined to use Digify for learning if it wasn’t user-friendly, which defeats the purpose.

Customizable, dynamic watermarks were a plus point

Malta School of Flying used Digify’s dynamic watermarking feature for additional documents they had to send but did not want others to make copies of, such as contracts and draft agreements.

A recipient’s information is stamped on files upon access with Digify’s dynamic watermarks, creating a greater barrier to unauthorized sending.

Malta School of Flying recommends Digify

Malta School of Flying still uses Digify today and has students living abroad who study and take tests through the platform.

"Even though students can return to physical classes, we still send presentations through Digify in a secure format. This is something we have not been able to do in the past."

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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Kinetic Capital uses Digify to launch a £200 million investment program and close partnership with Kayne Anderson Real Estate https://digify.com/case-studies/kinetic-capital-uses-digify-to-launch-a-200-million-investment-program/ Wed, 20 Apr 2022 09:26:30 +0000 https://digify.com/?p=16380

Kinetic Capital uses Digify to launch a £200 million investment program and close partnership with KA Real Estate

We chatted with Stephen Grant, CEO of Kinetic Capital, on how he uses Digify to maintain control over sensitive information

For companies raising capital, using a secure and reputable virtual data room for due diligence is essential. After the capital raise, companies can use virtual data rooms for sending sensitive reports to investors.

We spoke with Stephen Grant, founder and CEO of Kinetic Capital, a specialized real estate lender focused on purpose-built student housing (PBSA).

Steve, an experienced corporate financier, is no stranger to closing deals. We chatted about how he uses Digify for various purposes to maintain control over sensitive information.

Kinetic Capital: redefining the standard for student housing funding solutions

With more than 20 years of experience in student housing, Kinetic Capital has an unparalleled track record and ability to underwrite purpose-built student housing (PBSA) transactions – with projects valued at more than £7 billion across 9 countries.

Stephen did not favor using file hosting services like Dropbox. He felt that a data room software like Digify provides more security, control, and understanding of who is looking at what files and for how long.

Using Digify’s virtual data rooms, Stephen completed 2 successful transactions – the launch of a £200 million PBSA investment program and a partnership with Kayne Anderson Real Estate.

Fair and transparent pricing model ✨

Stephen liked Digify’s transparent pricing for each plan because it was clear, reasonable, and offered no surprises to customers.

You always knew what you were getting into. It's very clear which features you get with each plan, and if you want an additional feature, you have to pay a fixed price per month. It's just so clear, and you can make a rational business decision that way.

Custom access rights and document tracking 🔒

  • Custom access rights
    The ability to assign different rights to different guests has helped Stephen to make sure that he can set differentiated permissions. He could revoke a guest’s access anytime, an extra layer of security for more peace of mind.

  • Document tracking and analytics
    With document analytics, Stephen was also able to see who has seen which file and for how long.

They can’t say that they didn’t receive something when it's all there. You get a great audit trail and an understanding of who is doing what with your documents.

Easy set-up, export and viewing across platforms ✨

  • Save time during set-up
    During set-up, Stephen found the platform easy to manage. He could simply drag and drop files and folders from OneDrive, and an index would be created in the data room instantly.
  • Export data room in minutes
    After two successful transactions, he was also able to export and download their data room into a .zip folder.
  • Mobile, tablet and desktop-friendly
    He also appreciated that the platform was responsive on desktop, mobile and tablet for easy access and viewing

If I thought, "Did I miss a folder or file?" or if I wanted to look up something, I can do that very quickly on my phone, and it works very well.

Kinetic Capital recommends Digify: value-for-money, easy-to-use and always in control

Digify gives you far more control, transparency, and visibility into who's doing what. These are features you only get when using a specialized data room.

Kinetic Capital has expanded its use case from fundraising due diligence to investor and board meeting communications. Stephen has recommended Digify to business partners and will continue to recommend the platform.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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AutoFill Technologies uses Digify for €2.6 million in pre-Series A funding https://digify.com/case-studies/autofill-technologies-customer-story/ Tue, 08 Mar 2022 03:42:56 +0000 https://digify.com/?p=15431

AutoFill Technologies uses Digify for €2.6 million in pre-Series A funding

AutoFill uses Digify to send confidential information with prospective investors and board members before, during, and after the fundraising process.

For startups raising capital, it is often necessary to send sensitive information with potential investors. A data room can help startup founders secure and control important documents in a single, secure repository during the due diligence process.

We spoke with Stefan Verhoeven, CFO and co-founder of AutoFill Technologies, about how they use Digify to protect sensitive information.

AutoFill Tech: a Dutch startup transforming inspection workflows in the automotive and rail industries

Currently, the most object inspections in the automotive and rail industries are done by humans. AutoFill was the first to develop a system that combines machine vision technology and multi-sensor data fusion to detect problems and improve the accuracy of quality standards.

AutoFill’s technology removes the limitations imposed by the usual human intervention, improving safety and accuracy standards while providing significant financial savings for businesses.

Why Digify: modern, easy to configure & pricing that works well for startups

AutoFill required a secure document security platform to send confidential information with prospective investors and board members before, during, and after the fundraising process.

Stefan is no stranger to data room services as his background is in finance. He has tried all sorts of solutions, and felt that traditional data rooms can sometimes be costly and complex to use.

After signing up for a free trial with Digify, he found Digify suitable for a startup like AutoFill because of its price and ease-of-use.

A modern, next-generation virtual data room ✨

As opposed to traditional VDRs, Digify is a simpler option as its user interface is clean, intuitive, and easy to navigate. Modern solutions like Digify are also constantly innovating and evolving their features at a quicker pace.

“We found it (Digify) to be more modern, making use of the latest technologies, making it viable and scalable for more parties,”

Document tracking and analytics to gauge recipients’ interest 📈

With Digify’s document tracking and analytics feature, AutoFill was able to see where people are “spending their time and interest”. That gives them a good idea of what part they need to elaborate and focus on when it comes to their pitches.

“Just the fact that people are accessing our documents means they are interested.
That gives us a good indication of where we are and what’s going to happen.”

Fair and startup-friendly pricing 💰

Aside from the features mentioned above, AutoFill considers Digify’s price to be affordable and startup-friendly (starting at $130/month). This is in contrast to traditional virtual data rooms, which can be very expensive.

AutoFill Tech recommends Digify

AutoFill successfully secured €2.6 million in pre-Series A funding, and Digify was used throughout the funding process.

AutoFill intends to grow and expand its business to accelerate the transition to a more efficient future in the automotive and rail industries, and recommends Digify to all startups looking to do the same.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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How Nuvo uses Digify for secure document sharing with external parties and investors​ https://digify.com/case-studies/nuvo-customer-story/ Thu, 10 Feb 2022 03:10:33 +0000 https://digify.com/?p=14913

How Nuvo uses Digify for secure document sending with external parties and investors

Tel Aviv-based startup Nuvo recommends Digify for anybody who needs a virtual data room that is intuitive and easy to use

With the right financing and leadership, startups can develop rapidly in a world of constant innovation and creative ideas.

We spoke to Ari Klein, Investor Relations Manager at Nuvo, about their use of Digify for fundraising.

About Nuvo

Nuvo is a Tel Aviv-based startup that aims to reinvent pregnancy care. They developed INVU, a FDA-cleared, medical-grade remote pregnancy monitoring platform that integrates wearable technology with dynamic cloud-based data collection and visualization. With INVU, providers are able to conduct virtual well-being assessments with expectant mothers from any location.

Today, Nuvo has accelerated their development and continues to innovate and improve their technology to redefine maternal-fetal health.

Why Nuvo recommends Digify

“We use Digify for private investors mainly because it’s very intuitive and easy to use.”

Nuvo required a safe virtual data room to send sensitive information with investors. Digify was their choice of data room for the following reasons:

Simplicity of interface 🏆

Many of Nuvo’s private investors are doctors who may not want to spend time learning complex software. Digify is a simple option for individuals who want to send confidential files while maintaining complete control over them.

Know who’s seen your files
and for how long 👀

“If the investors go into a data room and spend hours viewing our files, or if they download an entire data room, you can get a little more indication of how serious they are and how much time they’re investing into it.”

Plus points for using Digify’s data rooms

➕  Notify investors everytime a new document’s been uploaded

➕  Set expiry dates and times to files and data rooms

    • With Novu growing rapidly, there may well be outdated files in their data rooms. Digify’s expiry and self-destruct features help guarantee that only the right people have access to their latest material.

“It’s a great software, and it has helped us a lot.”

Digify has aided Nuvo’s fundraising efforts by facilitating secure document sending with external parties and investors. After using Digify for years, Nuvo recommends Digify for anybody who needs a virtual data room as it is intuitive and easy to use.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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Medtech startup Omeza uses Digify for fundraising and sharing sensitive information https://digify.com/case-studies/medtech-startup-omeza-uses-digify-for-fundraising-and-sharing-sensitive-information/ Mon, 22 Nov 2021 03:40:49 +0000 https://digify.com/?p=14470

Medtech startup Omeza uses Digify for fundraising and sending sensitive information

Florida-based startup Omeza was able to get real-time insights and email notifications on data room access with Digify’s virtual data room.

About Omeza

Omeza is a medical technology and consumer healthcare startup established in Florida, United States. Their mission is to restore skin integrity for individuals suffering from severe skin issues and increase healthcare efficiency one market at a time, starting with wound care.

The problem

Needed a simple, web-based data room solution to send sensitive documents

Omeza required a user-friendly data room solution with a large amount of storage and is able to support various file formats. As Omeza needed to securely send confidential files for purposes such as fundraising, they also needed a data room with analytics on recipients’ access and an easy to manage file and folder structure.

The solution

A simple all-in-one cloud-based platform to retain full control of documents after sending

Real-time notifications to
always stay in the know

With Digify, Omeza is always aware of changes made in their virtual data room. They will get notified when their guests enter their data room for the first time – a feature that Omeza finds useful. They can also receive notifications whenever their recipients view, print, or download their files.

Intuitive interface makes it easy to rearrange files and folders

Omeza found Digify intuitive to use, especially in terms of rearranging their various folders and files. The platform is simple to manage, allowing Omeza to focus on what they do best.

Actionable insights from document and user tracking analytics

With Digify, Omeza is able to learn which and when a file has been viewed, by whom, for how long and in what order. This is incredibly useful as it gives them the insights needed to facilitate decision-making and follow-ups.

The outcome

An easy-to-use data room solution that checks all boxes and can be used beyond fundraising

Apart from the benefits listed above, Omeza picked Digify due to its affordability and a positive experience with Digify’s sales team. The company also appreciated Digify’s support for various file formats and large storage capacity.

Omeza is likely to continue using Digify for capital raising purposes. Beyond that, Omeza has also used Digify to send protected proprietary and confidential information about their technology, regulatory filings, and clinical results with partners.

Ready to get started?

Digify data rooms has a balance of simplicity and security that your investors will love.

No credit card required

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