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We support many important

transactions & processes

Audyt

Audit

R&D

Due diligence

M&A

Restructuring

Financing

IPO

Board communication

Intellectual Property protection

Trade Secret

protection

Reporting

to investors

Reporting

to regulators

Use cases

Audit

The requirements of regulators and the auditor constitute a growing challenge for every organization. Preparation of complete and appropriate data and documents, providing structured documentation in an effective manner, cooperation with an auditor or regulator, granting rights to data and documents at various levels, monitoring of information provided as well as activity and work on documents requires proven and safe solutions.

VDR SECUDO allows for efficient preparation of appropriate documentation in accordance with the auditor's expectations, quick placement and sharing of documents in the system for selected people, cooperation in defined groups and work on documents with the monitoring of individual areas, tasks and activities.

The history of cooperation with the auditor, documents and activities undertaken by the auditor can be stored in VDR SECUDO or saved for restoration. The archiving capability of the project and the "VDR SECUDO white book" offered is a backup that the company can recreate in subsequent annual or mid-year audits.

VDR SECUDO allows for effective work between various teams within the company and the auditor. The intuitive and fast interface with 24/7 availability from anywhere in the world creates ideal conditions for working in the office and remotely. Above-average security, data and document encryption at a level comparable to banking solutions, functionalities for dedicated work of audit projects are just some of the conveniences when conducting projects in VDR SECUDO.

Documents
Audyt
R&D

Research & Development

R&D projects usually involve the development of data and documents that constitute a business secret and create a competitive advantage for a given company. R&D projects usually involve interdisciplinary, often international teams that gather specialists from and from outside the organization.


Safe and confidential communication and controlled sharing of data and documents in research and development projects is one of the key aspects thanks to which the results of work will be properly protected and prepared for possible patent protection.


VDR SECUDO enables conducting research and development projects, ensuring proper security of information and data transmission and enabling multi-level user authorizations. The system provides joint work, work in subgroups and many useful functionalities for the proper protection of business secrets, industrial research, development and pre-implementation works.

R&D

Due diligence

Due diligence is a comprehensive and detailed examination of the company's condition, which is usually commissioned by an external investor interested in buying a company or investing in a given project. He wants to check whether the company or project is in the condition described by the other party.

Such audit covers the entire enterprise or project, and is usually performed by external specialists in specific areas, such as:

• financial,

• operational,

• legal,

• tax,

• technological,

• environmental.

 

The main purpose of conducting due diligence is to gather comprehensive information necessary to assess the value of the enterprise or project evaluation and identify factors having a significant impact on it.

Due diligence

Due diligence always entails sharing confidential information with a third party. Therefore, it is worth ensuring that the sharing of data as part of due diligence is prepared in a safe and proper manner.VDR SECUDO enables proper and efficient preparation for sharing data and documents as part of due diligence. The system ensures quick launch of the project, proper preparation of documents, granting appropriate authorizations for selected groups of users and full control over the information provided and activities undertaken by users.

VDR SECUDO also allows you to make available different sets of documents for individual groups carrying out due diligence.The security of the solution and appropriate documentation encryption minimize the risk of leakage of documents from due diligence into the wrong hands.

Due diligence
Fundraising

Mergers & Acquisitions

Mergers and acquisitions are complex processes that require extensive knowledge and experience. For an entrepreneur, it is often the only transaction in his life in which he sells a company that has been created over the years.

 

For a PE / VC fund, it is a professional exit from an investment aimed at maximizing the return on a transaction or entering a new investment that requires a thorough examination of the condition of the asset being purchased.

 

M&A processes are situations in which Virtual Data Room solutions are most often used so far. VDR SECUDO provides many amenities in this area both for the sellers, buyers and their advisers. Speed of action, security of shared data, efficiency of the transaction process through Q&A tools or monitoring of user activity and thus their transaction motivation are just some of the SECUDO VDR elements that support our customers and users on a daily basis.

M&A

Restructuring

Company restructuring is usually a complicated and complex process. Investigating the condition of the Company, developing a restructuring plan, negotiating with creditors or cooperating with a court supervisor or trustee are possible stages of restructuring that require efficient disclosure and verification of many documents.

 

Usually, it takes place among banks, bondholders, financial advisors, law firms and other entities involved in the process of repairing the company's condition.

Such processes can be carried out in an environment that enables fast, secure transfer of information, verification of the presented data and proposed solutions, along with the possibility of efficient decision making process.

 

VDR SECUDO is perfect for this type of projects. Working in groups, secured data sharing, working speed are just some of the advantages affecting the efficiency of work in restructuring processes.

Board Communication
Restructure
Fundraising

Financing

The process of obtaining financing is one of the best-known activities in the field of finance. Most companies use bank loans, some obtain financing in the form of bond issues or other forms of financing, such as loans or mezzanine financing.

For larger transactions requiring the involvement of internal financial services, advisors, law firms, banks or investors, it is worth conducting such a process in a Virtual Data Room. Sharing financial data or financial projections, work on loan documentation, preparation of an information memorandum or prospectus for bonds are selected processes that can run much more efficiently in VDR.

In VDR SECUDO you will prepare the process of obtaining financing or refinancing for your company. Professionally, fast, safely and effectively.

Financing

Initial Public Offering (IPO)

Initial Public Offering (IPO), Secondary Public Offering (SPO), Public Bond Issue or Tender Offer are selected strategic transactions on the capital market that require the company's cooperation and communication with many advisors, regulators and investors.

 

Projects of this type on the capital market use the Virtual Data Room. VDR SECUDO is exceptionally prepared for this type of transaction and has supported selected projects on European capital markets.

 

Capital market projects implemented in VDR SECUDO provide the company and advisors with fast and efficient communication, document versioning (e.g. subsequent versions of the prospectus), the possibility of controlled sharing of offering documents to analysts and institutional investors, efficient cooperation with IR / PR agencies and full control over the process transaction.

Close
Capital Markets
IPO
Audits

Board communication

Communication of senior management (management board, senior management) and the supervisory board often requires confidentiality in terms of documents, data and strategic decisions that the entire organization should not be aware of.

 

Separating such communication outside the organization is in many cases necessary due to the risk of strategic data leakage when stored in the company's infrastructure. In this regard, VDR SECUDO offers the possibility of setting up a portal for selected managers who receive access to a separate, secured space.

 

The portal for the management board enables secure, confidential communication and transfer of data and strategic information between authorized users. The portal allows you to add data and documents, grant appropriate permissions to specific groups or users, and the ability to work together and comment on data and documents. In this case, SECUDO VDR is separated outside the company's technical infrastructure and available remotely in a secured cloud environment.

Board communication

Intellectual Property

protection

Companies for which intellectual property rights are a valuable asset should take particular care of implementing a system to manage them. This requires the consideration of intellectual property protection issues in many management processes, proper allocation of powers, organizational structures, procedures and tools.

VDR SECUDO allows for the effective implementation of an intellectual property management system in the company. It is worth considering such implementation, in particular in companies that conduct research and development projects, and the effects of the work of these projects may contribute to a rapid increase in the company's value.

 

VDR SECUDO is a system that enables the integration of regulations, policies, procedures and organizational structure prepared for the protection of intellectual property and the proper reflection of dependencies, rights and security rules in the system. Proper implementation of the SECUDO VDR to protect intellectual property minimizes the risk of leakage, theft or unlawful use of sensitive data.

Due diligence
IP protection

Trade Secret protection

Many companies consider it one of the key elements of their business to protect the Company Secret against unauthorized, intentional or accidental disclosure, both inside and outside the company.

 

In relation with Thus, each employee gains access only to such information that is necessary for him to perform his job duties. However, there is still no guarantee that the data provided will not be used in an unauthorized way.

 

The Virtual Data Room SECUDO system meets this need. Advanced functionalities of the VDR solution make it easy for employees to gain access only to the necessary documents and at the level of permissions permitted by the employer.

 

Reports
TS protection

Reporting to

investors/regulators

The public and private market is based on more and more regulations that apply to individual industries and companies in different ways. It is worth ensuring that communication with the regulator takes place in an orderly, safe and confidential manner. This also applies to situations in which the company has acquired an investor in the form of a VC fund, PE fund or other private capital, e.g. business angels or crowdfunding.

VDR SECUDO enables the preparation of a portal for investors or regulators, within which it is possible to communicate and report the required information, e.g. financial results, periodic reports or other data. The portal allows you to invite selected users, grant them rights to selected data and documents, and complete control and monitoring of these data and user activity.

Reporting
Reportng
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