Sync
Sync is a secure cloud storage platform for file management and collaboration, offering end-to-end encryption, sharing controls, and compliance with privacy regulations.
Wealthbox
Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.
Dropbox DocSend
Dropbox DocSend is a secure document sharing platform that allows users to manage, share, and track documents with detailed analytics and customizable security features.
Onehub
Onehub is a secure file storage and sharing platform for businesses, offering data encryption, role-based permissions, and tools for collaboration and project management.
Capcade
Capcade is a platform for private market collaboration, offering tools for investors and service providers to manage deals within a secure and integrated environment.
Affinity
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Creatio
Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.
Stackfield
Stackfield is a collaborative tool for task management, team chat, video conferencing, and document sharing, focusing on privacy, data security, and project efficiency.
ShareFile
ShareFile is a secure file sharing and collaboration platform that allows users to access, manage, and share files from any device while ensuring data security and compliance.
Maximizer
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
Blackroom
Blackroom is an AI-driven software for securely managing confidential projects like due diligence and M&A deals, offering innovative data rooms and tailored solutions.
Grata
Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Firmex
Firmex is a virtual data room that enables secure document sharing and management for compliance, diligence, and litigation across various industries.
Ellty
Ellty lets organizations securely manage, share, and track sensitive documents with page-level analytics, access controls, and organized board/meeting materials.
FTAPI
FTAPI enables secure and efficient management of sensitive data workflows, supporting file transfers and compliance with data protection regulations.
HelpRange
HelpRange is a virtual data room for secure document sharing and storage, providing insights on usage and tracking user interactions.
Zapflow
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Clinked
Clinked is a cloud-based collaboration tool for secure file sharing, task management, and client communication with customizable portals.
DFIN Venue
DFIN Venue is a virtual data room software for secure document sharing and due diligence in M&A, IPOs, and other transactions across various industries.
Digify
Digify is a digital rights management app that secures confidential documents through access control, tracking, and customizable security features.
DiliTrust
DiliTrust offers a secure platform for legal teams to manage documents and data, ensuring compliance and operational efficiency through advanced document management tools.
Axial
Axial is a private network for sourcing and marketing deals in North American lower middle market firms, focusing on M&A, debt, and equity transactions.
Papermark
Papermark is a document sharing and data room software with analytics, allowing secure collaboration and self-hosting options for managing projects.
SecureDocs
ReadySign is an electronic signature app that allows users to sign, store, and share various documents with transparent pricing and no limits on documents or signatures.
iDeals Virtual Data Room
iDeals Virtual Data Room is a secure cloud-based platform for sharing and managing confidential documents during M&A and other sensitive transactions.
FutureVault
FutureVault provides secure document management and exchange solutions for financial firms, enhancing compliance and client interactions through a user-friendly digital vault.
Drooms FLEX
Drooms FLEX is a virtual data room app for secure document management and sharing, designed for collaboration and workflow efficiency across various business needs.
RMail
RMail app provides email encryption, e-signature automation, and document rights management to enhance privacy, compliance, and security in electronic communications.
Ansarada
Ansarada is a secure platform for managing high-stakes financial projects, offering tools for data sharing, collaboration, and document management in M&A and fundraising.
Solutions
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