Drooms PORTFOLIO

Manage all your assets in one place

The virtual data room that makes managing your investment documentation throughout the hold phase easy

Discover our special offer: Now get Drooms PORTFOLIO free for 3 months with € 5.000 worth of services included.

Technology that automates your workflow
 

Eliminate siloed work processes, increase transparency, minimise risk by enabling better control of projects and reduce the time at which assets are brought to market with Drooms' consolidated approach to asset portfolio management

With Drooms you get it all

Intuitive and fast workflows

Automate internal processes and speed up the way you work using an AI-driven and user-friendly platform.

Scalability

No matter the size of your project, ensure high performance and security even when thousands of users are involved.

Expert assistance

Get support setting up your project and structuring your data room from dedicated project managers available 24/7/365.

Businesses on Drooms

Achieve more

Enjoy continued high performance of all data room functionalities, even when dealing with hundreds of thousands of documents per asset. Stay in control by granting secure access and granular permissions to each user group separately at asset level.

With a unified structure, designed in single tiles, navigating your assets has never been easier. Add a description, a gallery of images and location map for each asset in your portfolio to market your holdings professionally and present them to potential investors.

Auto Allocation

Automatically allocate files

 

Sort all incoming documents to the right index point automatically.

Transaction Flag

Flag transaction ready documents

 

Display only the relevant index points flagged as transaction ready using the search and filter functions.

Document & Asset Search

Search and locate information quickly

 

Fast track the searching, finding and management of documentation and folders across assets and search for specific assets pertaining to a portfolio.

Other features and benefits

Full Web Version

Get quick and full access to your data room online.

Advanced Permissions

Configure your workflow by including editing controls.

Two-Factor Authentication

Eliminate unauthorised access to your sensitive documents. 

Notes & Highlights

Add Notes & Highlights, anywhere within your data room.

Branding

Allow users around the globe to identify with your brand.

Document Translation

Work in your favourite language and translate any document.

Used by the world's leading asset managers

PORTFOLIO is the platform of choice to manage and keep 2.8 million m² real estate portfolio transaction-ready.

 

Lifecycle management of 150 funds and 1,300 assets administered by INTREAL in PORTFOLIO data rooms.

PORTFOLIO sets new digitisation standards for modern data management across UBS Real Estate Funds.

Find the perfect fit. Discover what else Drooms has to offer.

Request your exclusive offer

Get €5.000 worth of services for a total of 5 working days comprising:

 

✔ A lunch & learn training session and initial set-up assistance

 

✔ Onboarding support and process analysis

 

✔ Advice on data room index options, optimal setup and structure

 

✔ 2 authority requests/official enquiries (land register, cadastral map) per asset

 

✔ A USB copy of your data room at the end of the three months

 

Please note offer is valid for all new customers. No hidden fees or subscription traps.

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