Cohen & Company
Industry: Investment Banking | Region: Global (12 offices)
Use case: Loan portfolio sales · M&A · Branded data rooms · Investor reporting
About Cohen & Company
Cohen & Company is a full-service investment bank operating across 12 global offices. They specialise in delivering value for complex deals, including equity raises, NPL sales, and debt restructurings.
The Challenge
Bilal Mir, Analyst in the Sales Advisory & Trading team, was running a €350M loan portfolio sale. The process started on a different data room platform, at the client’s request.
But issues appeared fast:
- Users couldn’t see what had changed
- The interface confused both analysts and investors
- Progress slowed as questions piled up
The Switch
Bilal mirrored the project on Projectfusion. As frustration with the original data room grew, users naturally gravitated to the simpler, more reliable platform.
“Everything was just easier. Easier to navigate and monitor changes, the layout made it very easy to follow.”
Why Projectfusion Won
- Painless migration of the full data room
- In-app support that responds in minutes
- Visual permissions that reduce errors
- Intuitive layout investors and clients can follow with no training
“Support is the standout feature. I was skeptical about in-app chat, but the responses were fast and helpful. They guided me through the permissions setup quickly.”
Boosting Investor Confidence
Projectfusion’s real-time reporting lets Cohen’s team see exactly which files each investor has viewed. When questions arise, they can spot if something’s been missed, or if deeper clarity is needed.
“It’s easy on the eye, easy to use. No issues for clients. A speedy help desk and easy permissions mean efficient administration.”
White-Label Platform, Fast Setup
Cohen & Company now run 50+ data rooms and collaboration sites through their branded Projectfusion portal, complete with custom domain and client-facing branding.
A full data room, structured and ready, can be up and running in under 90 minutes.
“It’s a branded experience that promotes our firm, feels familiar, and reassures users.”
Final Word
“Easy to use. Efficient to manage. Clients and investors are happy, and so are we.”
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