Box is a cloud content and collaboration platform that enterprises configure as a virtual data room, using secure file sharing, e‑signatures, governance and 1,500+ integrations to manage and accelerate M&A and other confidential deal workflows.
Founded in 2005 and headquartered in California, Box is widely used across industries as a secure cloud content management platform. For M&A and PE teams, Box can be configured as a virtual data room, leveraging its security, governance, and collaboration capabilities along with Box AI features to manage due diligence, fundraising, and other confidential processes.
Key Features
Granular, seven‑level permission model, external collaborator controls, watermarking, compliance features for FINRA, SOX, HIPAA and GDPR, and audit trails suitable for due diligence and deal rooms.
Virtual data room configuration with features like detailed activity reporting, permissioning, watermarking, and secure external sharing.
Collaboration tools such as Box Notes and Box Canvas for drafting, brainstorming, and coordinating deal workstreams.
Workflow automation via Box Relay to handle approvals, comments, and document routing.
Box AI features (e.g., Box AI for Notes/Documents) that enable users to ask questions of their content, summarize documents, and generate drafts directly within Box.
AI Capabilities
Box uses AI and ML in content services (e.g., image labeling, transcription, translation) and Box Shield threat detection, which can enhance automated classification, security and search in data rooms and deal workspaces. Box AI Studio allows enterprises to build and deploy custom AI agents on top of Box content.
Integrations
Salesforce, Zoom, Slack, Microsoft 365/Office 365, Google Workspace, DocuSign, Adobe, ServiceNow, Ipreo Prism and 1,400+ other apps through the Box integration ecosystem.
More Information
Founded in 2005 and headquartered in California, Box is widely used across industries as a secure cloud content management platform. For M&A and PE teams, Box can be configured as a virtual data room, leveraging its security, governance, and collaboration capabilities along with Box AI features to manage due diligence, fundraising, and other confidential processes.
What sets it apart
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1,500+ native integrations including Microsoft 365, Google Workspace, Salesforce, Slack, DocuSign, and Zoom
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Enterprise-grade security with FedRAMP authorization, HIPAA, and GDPR compliance
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Box AI embedded directly in the content layer, with API access for custom AI agent integrations
Key Facts
- Category
- Cloud Content Management & VDR
- Founded
- 2005
- Pricing
- Subscription-based SaaS with per-user plans (Business, Business Plus, Enterprise) starting from around $20–$30 per user per month, with VDR-grade features and governance typically available on Enterprise tiers; exact pricing depends on plan, region, and contract.
- Deal Stage
- Transaction
- Target Market
- Corporate M&A, Private Equity
