Case Study: Innovus Advisors achieves a faster $20M sale and 100-hour time savings with SecureDocs

Innovus Advisors - Customer Case Study

Innovus Advisors, a full-service valuation and appraisal firm experienced in M&A, faced user complaints about the complexity of legacy data room platforms and needed better activity tracking and faster, more intuitive ways to disseminate due diligence. They chose SecureDocs, using the SecureDocs Virtual Data Room for their sell-side M&A mandate to address these challenges across investment banker and non-investment banker users.

SecureDocs delivered a simpler, more reliable data room that enabled controlled communications with 25 unique users and faster deal execution; Innovus Advisors completed the sale of Harris Industries to a strategic buyer (transaction valued at $20M+), and reported saving over 100 work hours on the deal timeline. SecureDocs’ ease of use and tracking capabilities directly contributed to the accelerated timeline and successful transaction.

Innovus Advisors

Vijay Chevli

Managing Principal