DocSend

DocSend is a document analytics and virtual data room platform that turns every investor or buyer click into actionable data, while keeping sensitive deal documents tightly controlled.

Acquired by Dropbox, DocSend now operates as part of the Dropbox ecosystem, focusing on secure document sharing, investor updates, and deal data rooms. DocSend has a new Diligence Tracker feature which centralizes documents, stakeholders, and tasks to mitigate risk and keep work moving.

Key Features

  • Secure data rooms and link-based sharing with granular access controls and viewer analytics.

  • Branded spaces with logos, banners, and custom domains.

  • Advanced permission management including email/domain restrictions and passcodes.

  • Integrations with Dropbox, Gmail, Outlook, and Salesforce for streamlined workflows.

  • E-signature and NDA workflows via Dropbox Sign integrations.

AI Capabilities

DocSend's AI Organize is an AI-powered feature for Advanced Data Rooms that helps admins quickly build and maintain a well-structured virtual data room. Rather than manually creating folder hierarchies and dragging files into place, AI analyzes your documents and proposes an organization that you review before applying.

Integrations

Dropbox; Gmail; Outlook; Salesforce; Slack and other tools via integrations and APIs.

More Information

Acquired by Dropbox, DocSend now operates as part of the Dropbox ecosystem, focusing on secure document sharing, investor updates, and deal data rooms. DocSend has a new Diligence Tracker feature which centralizes documents, stakeholders, and tasks to mitigate risk and keep work moving.

What sets it apart

  1. Gives deal teams detailed insight into investor and buyer engagement.

  2. Simplifies secure sharing without forcing recipients to create accounts.

  3. Connects VDR activity to CRM systems through Salesforce integration.

Key Facts

Category
VDR by Dropbox DocSend
Founded
2013
Pricing
Subscription pricing with tiers for individuals, teams, and advanced data rooms; pricing depends on feature set and seats.
Deal Stage
Transaction
Target Market
Corporate M&A, M&A Advisory, Private Equity, Venture Capital