Fundraising

Streamline and seamlessly manage every stage of the fundraising life cycle with Merrill's proven solutions.

Lean on Merrill’s world-class technology and services to simplify the fundraising process and secure success. Multiple teams can efficiently conduct due diligence in our virtual data room Merrill DataSite. Regulatory filing gets faster, easier and more accurate with Merrill Bridge. And Merrill’s deep experience and global infrastructure deliver superior printing and distribution services.

The Challenge

Preparing for a capital funding event is time-consuming and can involve a complex due diligence and disclosure process.

You need an industry-leading solution that will help you resolve:

  • Complexity of information management and documentation
  • Inefficiencies in workflow resulting in delays, increased costs and missed deadlines
  • Geographically dispersed internal/external teams
  • Complicated, time-consuming regulatory processes and requirements
  • Lack of fluency in XBRL and EDGAR leading to errors when filing

The Merrill Solution

Secure capital funds efficiently and cost-effectively with Merrill's end-to-end fundraising solutions—successfully target investors, share confidential information and meet compliance requirements.

  • Accelerated due diligence

    Merrill DataSite will get you up and running smoothly and will exponentially improve collaboration among potential investors for a fast and accurate due diligence process.

  • Streamlined process

    With Merrill Bridge, key stakeholders can simultaneously access, edit and review financial disclosure documents from a single source, enabling a tightly integrated team-based workflow.

  • Improved workflow

    Merrill’s highly experienced team of professionals will work closely with you to ensure the fundraising process runs smoothly, from start to finish.

  • Seamless regulatory filing

    From document formatting to printing and distribution, Merrill can help you streamline financial documentation and shareholder communications.

  • EDGAR and XBRL expertise

    Merrill’s experts ensure precise, error-free regulatory filings. Merrill Bridge enables instantaneous EDGAR and XBRL updates as you make content changes.

  • Unmatched service

    Our multilingual team of highly driven professionals provides 24/7/365 assistance with all disclosure requirements, giving you confidence and peace of mind.

  • Ironclad security

    Merrill is ISO/IEC 27001 certified, meaning your proprietary documents remain confidential. Advanced controls give access only to users you designate.

Merrill Technologies

Leverage Merrill’s world-class technologies to create seamless connections for successful fundraising.

  • Carry out your transaction quickly and cost effectively with our secure virtual data room. Provide fast, any-time access to critical documents for both buyers and sellers worldwide. And track the pages they’ve viewed or downloaded to demonstrate that proper disclosure was made on all levels.

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  • Gain complete control over your financial disclosure and SEC reporting requirements with our end-to-end, secure SaaS platform. Built on the Microsoft® Office® suite, Merrill Bridge unlocks productivity by allowing filers to draft, collaborate, perfect and distribute regulatory disclosure content.

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