We review products independently. We may earn a commission if you buy through our links, at no extra cost to you. Learn more


The complete set of related tools is found in our Business File Sharing Platforms category. Other Software products for Private Equity Firms.

Other Software products for Private Equity Firms.

Business File Sharing Platforms for Private Equity Firms
Albert Richer

Finding the Right File Sharing Platform: Insights for Private Equity Firms When it comes to choosing a business file sharing platform, private equity firms have unique needs that can’t be overlooked. Market research shows that security features are at the top of the list—after all, who wants to risk sensitive information getting into the wrong hands? In fact, many consumers prioritize encryption capabilities, with brands like Box often praised for their robust security protocols. Additionally, customer reviews indicate that user-friendly interfaces can make a significant difference in adoption rates among team members. Interestingly, while many firms are lured by flashy features, studies suggest that integration capabilities with existing tools often prove more valuable. For instance, firms utilizing platforms like Dropbox Business frequently highlight its seamless integration with productivity apps, which can save time and reduce friction. Finding the Right File Sharing Platform: Insights for Private Equity Firms When it comes to choosing a business file sharing platform, private equity firms have unique needs that can’t be overlooked. Market research shows that security features are at the top of the list—after all, who wants to risk sensitive information getting into the wrong hands?

Similar Categories
1
Expert Score
9.9 / 10
361
99
DEAL-MAKING EFFICIENCY

ShareVault: Secure Deal Room

ShareVault: Secure Deal Room
View Website
A high-end business file-sharing platform, ShareVault is designed to meet the unique needs of private equity firms. It streamlines deal-making, enhances collaboration, and improves due diligence processes, all within a highly secure virtual data room environment.
A high-end business file-sharing platform, ShareVault is designed to meet the unique needs of private equity firms. It streamlines deal-making, enhances collaboration, and improves due diligence processes, all within a highly secure virtual data room environment.
DEAL-MAKING EFFICIENCY

Best for teams that are

  • Life sciences and PE firms needing strict IP protection
  • Dealmakers requiring granular page-level analytics
  • Users needing remote shredding for shared documents

Skip if

  • Budget-conscious startups avoiding custom pricing
  • Users managing massive bulk uploads (speed issues)
  • Teams needing complex project management features

Expert Take

Our analysis shows ShareVault distinguishes itself with a pricing model that includes unlimited users, a rarity in the VDR market that often charges per seat. Research indicates it is particularly strong for life sciences and M&A due to specialized features like AI-redaction and support for CTD file structures. Based on documented security specs, its 'remote shredding' and customer-managed encryption keys provide a level of control that exceeds standard file-sharing platforms.

Pros

  • Unlimited users and administrators included
  • Bank-grade security (ISO 27001, SOC 2)
  • Seamless DocuSign and cloud storage integrations
  • Remote shredding and dynamic watermarking
  • 24/7 support with dedicated project managers

Cons

  • Pricing is not publicly transparent
  • Performance lag with large file batches
  • Steep learning curve for new users
  • Interface can be overwhelming initially
  • No free plan (only free trial)
2
Expert Score
9.8 / 10
645
33

FileCloud for Consulting Firms

FileCloud for Consulting Firms
View Website
FileCloud is a private cloud file sharing solution tailored for consultants and consulting firms. It provides a secure and reliable data handling system with full control over information, addressing the need for confidential data exchange and collaboration in the consulting industry.
FileCloud is a private cloud file sharing solution tailored for consultants and consulting firms. It provides a secure and reliable data handling system with full control over information, addressing the need for confidential data exchange and collaboration in the consulting industry.

Best for teams that are

  • Firms requiring on-premise or hybrid data hosting
  • Consultancies needing full white-label branding
  • Organizations with strict data residency needs

Skip if

  • Teams seeking a dedicated M&A deal workflow tool
  • Users wanting a simple, zero-config cloud drive
  • Small teams overwhelmed by complex admin controls

Expert Take

Our analysis shows FileCloud uniquely bridges the gap between enterprise-grade security and brand identity for consulting firms. Research indicates its 'Zero Trust' file sharing and granular permissions allow consultants to handle sensitive client data with confidence, while the extensive white-labeling capabilities ensure the client experience reflects the firm's brand, not the vendor's. Based on documented pricing models, it offers exceptional value with flexible self-hosted and cloud options that scale from boutique startups to global enterprises.

Pros

  • Full white-label branding capabilities
  • Zero Trust file sharing security
  • Cost-effective Community Edition ($10/yr)
  • Granular file permissions & locking
  • Hybrid & on-premise deployment options

Cons

  • Complex initial setup process
  • Mobile app performance lags desktop
  • Minimum 20 users for Server plan
  • Steeper learning curve for admins
  • Interface less intuitive than competitors
3
Expert Score
9.6 / 10
615
156

Kiteworks Secure File Sharing

Kiteworks Secure File Sharing
View Website
Kiteworks' secure file sharing platform is a robust solution for financial services, particularly private equity firms. The platform is designed to centralize and simplify the process of setting, enforcing, monitoring, and recording user activity, making it easier to manage secure data sharing in a highly regulated industry.
Kiteworks' secure file sharing platform is a robust solution for financial services, particularly private equity firms. The platform is designed to centralize and simplify the process of setting, enforcing, monitoring, and recording user activity, making it easier to manage secure data sharing in a highly regulated industry.

Best for teams that are

  • Highly regulated firms needing FedRAMP compliance
  • Security-first orgs focusing on secure transfer
  • Enterprises needing a Private Content Network

Skip if

  • Teams seeking a general collaboration workspace
  • Small businesses with basic file sharing needs
  • Users wanting a low-cost, self-service solution

Expert Take

Our analysis shows Kiteworks distinguishes itself with a 'Private Content Network' architecture that wraps security around all external communications. Research indicates it supports massive 16 TB file transfers, a capability rarely matched in the SaaS market. Based on documented FedRAMP High Ready status and hardened virtual appliance deployment options, it offers government-grade security that exceeds typical commercial file sharing standards.

Pros

  • Supports massive file transfers up to 16 TB
  • FedRAMP High Ready and SOC 2 certified
  • Hardened virtual appliance for isolated security
  • Integrates with Splunk, Salesforce, and Office 365
  • Granular audit logs and access controls

Cons

  • Mobile app has functional limitations
  • Higher cost compared to standard tools
  • Steep learning curve for some features
  • Legacy brand association with FTA breach
  • Enterprise pricing is not public
4
Expert Score
9.5 / 10
388
69

Egnyte Content Cloud

Egnyte Content Cloud
View Website
Egnyte's secure content cloud is a trusted platform for private equity firms, designed to enhance productivity, provide AI insights, and govern mission-critical content. Its robust security features and compliance functions align well with the confidentiality and deal management needs of the private equity industry.
Egnyte's secure content cloud is a trusted platform for private equity firms, designed to enhance productivity, provide AI insights, and govern mission-critical content. Its robust security features and compliance functions align well with the confidentiality and deal management needs of the private equity industry.

Best for teams that are

  • Firms replacing on-prem file servers with cloud
  • Industries needing hybrid access and governance
  • Teams requiring NAS sync and large file support

Skip if

  • Short-term M&A deal rooms lacking deal tools
  • Small teams wanting a basic Dropbox alternative
  • Users needing specialized due diligence Q&A

Expert Take

Our analysis shows Egnyte is a standout choice for industries like AEC and Life Sciences that cannot rely solely on public cloud storage due to file size or regulatory constraints. Research indicates its hybrid 'Smart Cache' technology effectively bridges the gap between on-premises speed and cloud flexibility. While pricing can be complex with various add-ons, the documented security features—specifically behavioral ransomware detection and CMMC compliance environments—make it a robust replacement for traditional file servers.

Pros

  • Hybrid architecture replaces on-prem servers
  • Excellent large file handling (CAD/Video)
  • Top-tier compliance (CMMC, HIPAA, GDPR)
  • Smart Cache for LAN-speed access
  • Robust behavioral ransomware detection

Cons

  • Expensive add-ons for essential features
  • Add-ons often require all-user licensing
  • Complex admin interface for beginners
  • Occasional Mac OS sync rebuilds
  • Higher base cost than basic storage
5
Expert Score
9.5 / 10
430
93
SEAMLESS COLLABORATION
ADVANCED DATA PROTECTION

FlexDrive

FlexDrive
View Website
FlexDrive is an innovative file-hosting service designed to meet the unique needs of hedge fund and private equity managers. It provides a secure platform for sharing and transferring files, ensuring seamless collaboration and robust data protection, which are vital in this industry.
FlexDrive is an innovative file-hosting service designed to meet the unique needs of hedge fund and private equity managers. It provides a secure platform for sharing and transferring files, ensuring seamless collaboration and robust data protection, which are vital in this industry.
SEAMLESS COLLABORATION
ADVANCED DATA PROTECTION

Best for teams that are

  • Hedge funds using Abacus Group's private cloud
  • Firms needing fully managed IT and compliance
  • Users requiring Bloomberg Data Point integration

Skip if

  • Non-financial industries or general consumers
  • Users not wanting a managed IT service provider
  • Teams needing a standalone, instant-setup VDR

Expert Take

Our analysis shows FlexDrive addresses a specific, critical pain point for financial firms: the corruption of Bloomberg Data Point (BDP) links when syncing Excel files via standard cloud storage. By hosting this service within a SAS70/SSAE16 certified private cloud, Abacus Group provides the security required by regulators while enabling the mobility demanded by modern fund managers. While recent trends favor public cloud integrations, this specialized capability remains a significant value add for data-heavy investment workflows.

Pros

  • Preserves Bloomberg Data Point (BDP) links
  • SSAE16 certified private cloud security
  • Granular sub-folder permission controls
  • Eliminates need for VPN file access
  • Designed specifically for hedge funds

Cons

  • Likely legacy product (newer focus on OneDrive)
  • Requires Abacus ecosystem adoption
  • No public pricing available
  • Proprietary interface vs. native OS integration
6
Expert Score
9.3 / 10
447
127
INTUITIVE INTERFACE
24/7 SUPPORT

bestCoffer PE Data Room

bestCoffer PE Data Room
View Website
bestCoffer PE Data Room is a Virtual Data Room (VDR) solution tailored for Private Equity firms. It provides a secure, online platform for storing, managing, and sharing sensitive data during deal execution, ensuring confidentiality and efficiency.
bestCoffer PE Data Room is a Virtual Data Room (VDR) solution tailored for Private Equity firms. It provides a secure, online platform for storing, managing, and sharing sensitive data during deal execution, ensuring confidentiality and efficiency.
INTUITIVE INTERFACE
24/7 SUPPORT

Best for teams that are

  • PE firms managing cross-border Asian deals
  • Teams needing AI redaction and local compliance
  • Users requiring WeChat integration for sharing

Skip if

  • Firms requiring a US-domiciled legacy provider
  • Simple local file sharing without VDR features
  • Users preferring established Western brands

Expert Take

Our analysis shows bestCoffer distinguishes itself with a 'sovereignty-first' architecture, offering 12 global deployment sites that ensure strict compliance with regulations like China's PIPL and GDPR. Research indicates its flat-fee pricing model (unlimited users/storage) resolves the unpredictability of traditional per-page costs. Furthermore, its AI-driven redaction and unique offline file protection—which prevents screenshots even on downloaded documents—provide a layer of security and efficiency rarely seen in standard VDRs.

Pros

  • Unlimited users and storage flat-fee pricing
  • AI-powered auto-redaction and translation tools
  • Strict regional data residency for compliance
  • Offline file protection against screenshots
  • 24/7 multilingual support with rapid response

Cons

  • Manual user invitation process needs optimization
  • Fewer independent reviews on Western platforms
  • Brand recognition lower outside Asia-Pacific
  • Mobile app depth may vary by region
7
Expert Score
9.2 / 10
579
153
CUSTOMIZABLE ACCESS
SCALABLE SOLUTIONS

DocullyVDR

DocullyVDR
View Website
DocullyVDR is a secure document sharing platform specially designed to cater to the needs of the private equity sector. Its robust security features and user-friendly interface make it an excellent solution for PE firms looking to effectively manage sensitive documents during fundraising rounds.
DocullyVDR is a secure document sharing platform specially designed to cater to the needs of the private equity sector. Its robust security features and user-friendly interface make it an excellent solution for PE firms looking to effectively manage sensitive documents during fundraising rounds.
CUSTOMIZABLE ACCESS
SCALABLE SOLUTIONS

Best for teams that are

  • Cost-conscious firms needing affordable VDRs
  • Small to mid-sized fundraising projects
  • Users wanting transparent, flat-rate pricing

Skip if

  • Large enterprises requiring predictive deal AI
  • Complex projects needing pipeline management
  • Teams needing deep integration with other apps

Expert Take

Our analysis shows DocullyVDR disrupts the traditionally opaque VDR market with exceptional pricing transparency and a 'price match guarantee.' Research indicates it maintains enterprise-grade security (SOC 1/2/3, ISO 27001) despite the lower cost entry point. Based on documented features, the 'DocuLink' capability offers unique control over downloaded files, bridging the gap between security and usability for dealmakers.

Pros

  • Transparent pricing starting at $100/month
  • SOC 1/2/3 and ISO 27001 certified
  • DocuLink controls downloaded file access
  • Unlimited users and administrators plans
  • Plug-in free browser-based access

Cons

  • No native mobile application available
  • Lacks AI-driven automated redaction
  • Lower third-party review volume
  • Limited integration ecosystem
  • Manual redaction only in Pro plan
8
Expert Score
9.0 / 10
498
54
TOP SECURITY STANDARDS
REAL-TIME COLLABORATION

ShareFile: Secure File Sharing

ShareFile: Secure File Sharing
View Website
ShareFile is a robust, secure file sharing and document workflow solution specifically tailored for private equity firms. Its advanced security protocols, seamless integration with existing systems, and efficient automation of routine tasks provide a one-stop solution for document and client facing workflows.
ShareFile is a robust, secure file sharing and document workflow solution specifically tailored for private equity firms. Its advanced security protocols, seamless integration with existing systems, and efficient automation of routine tasks provide a one-stop solution for document and client facing workflows.
TOP SECURITY STANDARDS
REAL-TIME COLLABORATION

Best for teams that are

  • SMBs and legal firms needing secure client portals
  • Teams prioritizing mobile access and e-signatures
  • Users wanting easy integration with Microsoft 365

Skip if

  • Complex M&A deals requiring deep audit analytics
  • Enterprises needing advanced deal stage controls
  • Firms requiring built-in AI redaction tools

Expert Take

Our analysis shows ShareFile distinguishes itself not merely as storage, but as a compliance-first workflow platform. Research indicates it is specifically architected for regulated sectors like healthcare and finance, offering features like encrypted email and granular audit trails that generalist tools often lack. Based on documented capabilities, its seamless integration with Microsoft Outlook and robust e-signature tools make it a powerhouse for secure B2B document exchange.

Pros

  • Bank-level AES 256-bit encryption
  • Supports HIPAA, FINRA & SEC compliance
  • Seamless Microsoft Outlook & 365 integration
  • Integrated e-signature workflows
  • Unlimited storage on business plans

Cons

  • Minimum 3-5 user requirement
  • Higher cost than consumer alternatives
  • Occasional desktop sync delays
  • Interface can feel cluttered
  • Advanced features gated to Premium
9
Expert Score
8.8 / 10
742
69
AI-POWERED INSIGHTS

Datasite Virtual Data Rooms

Datasite Virtual Data Rooms
View Website
Datasite Virtual Data Rooms is a robust SaaS platform specifically designed for private equity firms to facilitate private placements, public offerings, and loan transactions. Its robust security, easy-to-use interface, and specialized tools cater to the complex needs of private equity transactions, making document sharing, due diligence, and portfolio management seamless.
Datasite Virtual Data Rooms is a robust SaaS platform specifically designed for private equity firms to facilitate private placements, public offerings, and loan transactions. Its robust security, easy-to-use interface, and specialized tools cater to the complex needs of private equity transactions, making document sharing, due diligence, and portfolio management seamless.
AI-POWERED INSIGHTS

Best for teams that are

  • Large-scale M&A and high-stakes PE transactions
  • Teams needing AI-assisted redaction and trackers
  • Enterprises requiring 24/7 multilingual support

Skip if

  • Small businesses with limited deal budgets
  • Simple file storage without due diligence needs
  • Users wanting flat-rate pricing (quote-based)

Expert Take

Datasite Virtual Data Rooms is a standout SaaS solution for the private equity industry. It offers a highly secure environment, which is vital in handling sensitive information and transactions. The platform is also tailored to the specific needs of private equity professionals, with features like bulk upload, AI-powered search, and redaction tools. Its capability to streamline due diligence and portfolio management processes significantly improves efficiency and decision-making time, making it a favorite among industry professionals.

Pros

  • Industry-specific features
  • Advanced security measures
  • Intuitive user interface
  • Efficient document management
  • 24/7 customer support

Cons

  • No transparent pricing
  • May be over-featured for small businesses

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 ShareVault: Secure Deal Room
Yes No Contact for trial No Enterprise API only Email/Ticket only SOC 2 Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
2 FileCloud for Consulting Firms
Yes No Yes - 14 days Yes Yes Yes ISO 27001 Microsoft 365, Google Workspace, Salesforce Yes $4.20/user/month
3 Kiteworks Secure File Sharing
Yes No Contact for trial No Enterprise API only Yes SOC 2 Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
4 Egnyte Content Cloud
Yes No Yes - 15 days Yes Yes Yes Both Microsoft 365, Google Workspace, Slack Yes Contact for pricing
5 FlexDrive
Yes No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
6 bestCoffer PE Data Room
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
7 DocullyVDR
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
8 ShareFile: Secure File Sharing
Yes No Yes - 30 days Yes Yes Yes SOC 2 Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
9 Datasite Virtual Data Rooms
Yes No Contact for trial No Enterprise API only Yes Both Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
1

ShareVault: Secure Deal Room

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
2

FileCloud for Consulting Firms

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
$4.20/user/month
3

Kiteworks Secure File Sharing

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
4

Egnyte Content Cloud

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 15 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Microsoft 365, Google Workspace, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
5

FlexDrive

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
6

bestCoffer PE Data Room

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
7

DocullyVDR

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
8

ShareFile: Secure File Sharing

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
9

Datasite Virtual Data Rooms

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing

Similar Categories

How We Rank Products

Our Evaluation Process

The 'How We Choose' section for business file sharing platforms for private equity firms emphasizes a rigorous evaluation methodology based on multiple key factors. These include specifications such as security features, user interface, integration capabilities, and compliance with industry regulations, as well as customer reviews and ratings that gauge user satisfaction and reliability. In this category, specific considerations such as data protection standards, client access controls, and ease of document management are critical, influencing the selection of products that best meet the needs of private equity professionals. Rankings are determined by analyzing available data from customer feedback, comparative research on product specifications, and an evaluation of the price-to-value ratio to ensure that firms receive exceptional service and functionality tailored to their unique requirements.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of features specific to business file sharing for private equity firms.
  • Rankings based on analysis of user reviews, expert feedback, and industry ratings relevant to secure document sharing.
  • Selection criteria focus on key factors such as data security, user accessibility, and compliance standards for financial services.

Other Software products for Private Equity Firms

As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.

×

Score Breakdown

0.0 / 10

What This Award Means