Dropbox DocSend
docsend.com
Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.
Sync
sync.com
Sync is a file storage, sharing, and collaboration platform that keeps you safe, secure and connected in the cloud. Since 2011, Sync.com has been on a mission to provide a safe space for the world to collaborate. Today, over one million businesses of all sizes use Sync’s award-winning cloud apps and ground-breaking privacy protection features to share big ideas, store important information and collaborate on game-changing projects.
ShareFile
sharefile.com
Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.
Wealthbox
wealthbox.com
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.
Stackfield
stackfield.com
Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security standards. All data is stored in Germany, access outside the EU is not possible. In addition, Stackfield is the only provider that protects all project management and entire workflows with end-to-end encryption. Thus, no one can see the contents of chat messages, tasks or files - not even the employees of Stackfield. Over 10,000 companies use the All-in-One Collaboration Tool to manage their projects, communicate better as a team, and achieve their goals.
Affinity
affinity.co
Affinity is the next-generation relationship intelligence platform built for relationship-driven industries - financial services, professional services, real estate, and more. Using patented technology, Affinity enables teams to leverage their network and source their next big opportunity. Affinity’s CRM integrates billions of data points from the data every organization is sitting on, but not utilizing: data inside our email, calendar streams, and other disparate systems. By bringing this data together, Affinity supercharges how teams manage relationships by automating away their data entry, never dropping the ball on key leads, and unlocking warm introductions to key decision-makers. Got no time for manually filling your CRM? Making decisions about your deals using guesswork? If this is the case, Affinity is built for you so you can stay focused on doing what you do best: build strategic, long-term relationships. If you’re already using a CRM, you can still Affinity by integrating the relationship intelligence into it with Affinity’s 100s of integrations. Join 10,000+ users in 60+ countries who are using Affinity to better leverage their network.
Creatio
creatio.com
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.
RMail
rmail.com
RPost is a global leader in e-signature and cybersecurity services, specializing in email encryption for privacy and compliance, e-signature automation, legal e-delivery proof, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RPost’s AI-infused RMail e-security, RSign e-signature, and Registered Email e-compliance platforms have had more than 50 patents granted on their core technologies, having received international awards and accolades including the World Mail Award for Best in Security, Initiative Mittelstand Best Innovation in IT Award in Germany, and APCC Top Choice for GDPR Email Data Privacy Compliance. More than 25 million users have enjoyed RPost’s track, prove, encrypt, e-sign, certify, share, and protect services for more than a decade in more than 100 countries. RPost's largest customers are some of the world’s most respected brands across industry and geography. RPost's mission is to help our customers worldwide communicate and transact electronically in the most secure, compliant, and productive ways possible and to continuously innovate our products to support their evolving needs.
Onehub
onehub.com
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.
FTAPI
ftapi.com
FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows. Based on our leading encryption technology, we enable organizations to securely and efficiently implement workflows with sensitive data. Regardless of whether it is about sending secure e-mails, simply sharing large files or processing incoming data in a structured and automated manner, with our optimally coordinated products we offer the right solution for all data transfer requirements from a single source. Data protection and compliance are guaranteed
Maximizer
maximizer.com
Maximizer is a powerful CRM solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today!
Blackroom
blackroom.cc
Blackroom is an AI-enabled software that allows to efficiently manage confidential projects such as due diligence processes or M&A deals in a secured way. Blackroom mission is clear: to provide a revolutionary data room solution that's as nimble and agile as your deal-making needs. Say goodbye to the complexities and frustrations of traditional data rooms. With Blackroom, you're in control, and your deals move at the speed of innovation. Why Blackroom? * Innovative Data Rooms: Our cutting-edge data rooms are designed to transform the way you manage your deals. With features like direct imports, bulk renaming, and real-time analytics, we're setting new standards in deal management. * Tailored for M&A: Blackroom is meticulously crafted for M&A boutiques and corporate development teams. We understand the unique challenges you face, and we've built a solution that's perfectly aligned with your needs. * Join the Evolution: By choosing Blackroom, you're not just selecting a tool; you're joining a community of forward-thinkers who are reshaping the future of deal management.
Papermark
papermark.io
Papermark is a document sharing and data room creation software with built in analytics. It is and open source alternative to Docsend with fully free plan, advanced AI- Data Rooms and modern UI. You can self host Papermark on your own servers, which is a secure and modern way to share documents.
Ansarada
ansarada.com
Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpose-built, digital, customisable workflows and checklists for M&A, capital raising, business audits, tenders and other high-stakes outcomes. Ansarada's mission is to raise and protect every company’s potential. We do this by offering free trials of our Virtual Data Room, 24/7 localised expert support around the work, integrated Q&A via email, AI-assisted deal prediction, plus easy drag-and-drop upload and superior document security controls. Our deal software draws on insights from over 35,000 transactions to deliver stronger business outcomes, based on best practices. More than just a virtual data room, Ansarada is a tool for end-to-end deal management, allowing always-on deal activity and secure file sharing. With over 15 years of experience, Ansarada’s software has a sophisticated simplicity that reduces transaction timelines and costs. Used by companies, governments and advisors in 180 countries worldwide, Ansarada makes it easier for dealmakers and business leaders to focus on driving successful results, in less time, achieving optimal transaction value.
ContractZen
contractzen.com
ContractZen is an easy-to-use and secure governance software with pricing suitable for any organization and consisting of advanced contract management, 100% paperless board meetings management, effortless entity management, seamlessly integrated e-signature providers, and built-in virtual data rooms (VDR) - all in one. Bringing modern governance for millions of SMBs and non-profits around the world, ContractZen’s mission is to help organizations be due diligence ready every day. We bring peace of mind to executives, investors, and boards. That’s why our name is ContractZen.
DealRoom
dealroom.net
DealRoom is on a mission to disrupt M&A for good. To disrupt traditional and highly inefficient M&A processes that result in deals often failing to deliver anticipated value - for the good of all stakeholders involved. DealRoom provides M&A software solutions, for both buy-side and sell-side M&A transactions, and is the founder of the M&A Science community which is focused on empowering all M&A teams to take their M&A to the next level.
Clinked
clinked.com
Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.
HelpRange
helprange.com
HelpRange is a virtual data room where you can securely share and store your documents using advanced security controls. HelpRange provides valuable insights such as usage statistics, alerts, and visual heat maps in real-time.
Virtual Vaults
virtualvaults.com
Virtual Vaults empower dealmakers to succeed with an all-in-one platform to manage the entire M&A lifecycle. * Prepare in Workspaces: Hyper-efficient preparation tool for M&A dealmakers. Organise, collaborate, redact and export to your data room. All in one place. * Make your deal in our Data Room: Ultra-secure data room for due diligence. Make your deal, securely share data, explore insights and manage Q&A. * Secure to an Archive: Storing valuable data is vitally important. After every deal closes, receive a detailed look into the history of your deal.
Orangedox
orangedox.com
Orangedox provides one-click create virtual data rooms that are directly sync'd with your Google Drive folders. Prevent your documents from being shared or forwarded and audit every time they've been opened. Easily manage your financial due diligence, fund raising, investor relations & investment management No limits on the number of files / storage space used and share with up to 500 users per room. All for one low monthly rate.
DiliTrust
dilitrust.com
DiliTrust is a European LegalTech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimizing legal activities and corporate governance. Leveraging AI technology, the DiliTrust Governance suite comprises 5 modules, available by subscription, and accessible via a highly secure platform. Recognized for its know-how and cutting-edge expertise, DiliTrust is dedicated to its 2,400 clients in 64 countries. We help them achieve their goals in terms of regulatory compliance, operational efficiency, transparency, and legal and financial communication.
ShareVault
sharevault.com
ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes. The on-demand platform is an innovative cloud computing solution that enables its customers to manage critical time-sensitive and document-centric processes faster and easier. ShareVault is based in Los Gatos, California, with development offices in Bangalore, India. ShareVault can be used in a variety of business transaction scenarios to provide a secure virtual data room for managed sharing of business documents, including M&A Sell Side, M&A Buy Side, Corporate Finance, Bankruptcy, Technology Licensing, Business Development, Biopharmaceutical Partnering, Corporate Communications, Fundraising, Syndicated Loans, and Strategic Procurement. ShareVault plays a key role in the following industries: Financial Services; Biopharmaceutical; Legal Services; Alternative Energy/CleanTech and Oil & Gas.
Digify
digify.com
Digify allows companies to protect and keep control of confidential documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file tracking, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.
Zapa Client Portal
zapaclientportal.com
Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa with your own logo, customers will never feel like they aren't dealing directly with you. With a 30 day risk free trial, come give us a shot and see just how easy it is!
SecureDocs
securedocs.com
ReadySign is simple, affordable electronic signature software that makes signing, storing, and sharing contracts, invoices, IEPs, consent forms, and other documents easy. We believe in honest, transparent pricing and offer unlimited documents and signatures for one simple price, no surprises.
Black Vault
dyma.ai
Black Vault is a secure Virtual Data Room (VDR) and data loss prevention (DLP) solution designed to protect sensitive information and streamline collaboration. It offers a range of features, including secure file sharing, access controls, and advanced encryption, to ensure the confidentiality and integrity of your data. Experience the freedom and peace of mind that comes with Black Vault, your secure gateway to the cloud by providing AI-powered solutions to guard your data fortress. Black Vault surpasses traditional cloud storage, offering a team committed to empowering government agencies and corporations to conquer the challenges of managing data across various cloud platforms. It advocates for the transformative power of prioritizing data security, achieved through cutting-edge encryption and innovative features like sharding. Black Vault delivers a robust enterprise solution specifically designed to empower secure collaboration, prevent data leaks, and strengthen data protection within your organization. Black Vault allows multi-cloud, multi-account file access, device file management including file transfer from/to device, and many other functions, such as searching for files on devices and backup and sync functionality for data across the enterprise and devices in a secure way.
LeadCenter.AI
leadcenter.ai
The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.
TaskSuite
tasksuite.com
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
4Degrees
4degrees.ai
The 4Degrees CRM provides intelligent relationship and deal management tools to help your team get the most out of your professional networks. We're built for deal-driven industries, including venture capital, private equity, mergers & acquisitions, investment banking, commercial real estate, and consulting. Our software combines the ability to search your team's network easily and intuitively, with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward.
Hubly
myhubly.com
Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.
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