Key facts
- Pricing
- $15 a user a month
- Free trial
- Offered
- Hosting
- Cloud
- SOC 2
- Yes
- ISO 27001
- Yes
- Founded
- 2005
- Headquarters
- United States
Overview
Many issuers already store documents in Box. It lists watermarking, an activity log, Box Sign, a mobile app, an API, SSO, two-step login and AI features, plus HIPAA and GDPR in the research file.
What it does not list is a Q&A module or view-only and download control the way deal rooms handle it, so a structured investor diligence process takes more manual work. It works for sharing a deck and a model with a few investors.
Raises it suits
Early rounds with a handful of investors, internal document storage behind a raise and teams that already run on Box.
Scores on five raise criteria
Box scores 7.3 overall. Its highest criterion is cost of a raise at 8.9. The black mark on each bar is the mean of the 16 rooms on this site.
How each criterion is calculated: scoring approach.
Mean of the 16 rooms on this site
Strengths
- Per-user price published
- Signing, mobile app and SSO listed
- HIPAA and GDPR in the research file
- Free trial available
Gaps to check
- No Q&A module listed
- No view-only and download control listed
- Built for storage, not for investor diligence
Features for a raise
9 of the 12 features we track are listed by Box. Not listed: q&a module, built-in redaction, view-only files.
| Feature | Box | Why it matters in a raise |
|---|---|---|
| Q&A module | LPs and lead investors post questions on a file; the deal team routes each one, drafts a reply and decides who sees it. | |
| Investor activity log | A per-investor record of opens, pages and minutes, which tells the IR team who is in diligence and who stalled. | |
| Dynamic watermarks | Stamps the reader and a timestamp over every page, so a PPM that leaks carries its source with it. | |
| Built-in redaction | Masks fee splits, investor names or personal data in place, with no edited duplicate to keep in sync. | |
| NDA e-sign step | Confidentiality terms an investor must accept in the room before folder one appears. | |
| Native mobile app | An installed app for phones and tablets, on top of reading in the mobile browser. | |
| API access | Lets a CRM or an internal script add investors, push files or pull the activity record. | |
| SSO for your team | Staff on the issuer side log in with the company identity provider rather than a separate password. | |
| 2-step verification | A code or an approval on a second device every time someone logs in. | |
| Drag-and-drop folders | An entire numbered folder tree goes up in a single drop, structure intact. | |
| View-only files | Files can be read but not saved or printed, and the setting can change mid-raise without a new invite. | |
| AI features | Help the vendor lists, for example summaries, search across documents, automatic filing or draft answers. |
Box pricing for a raise
Box lists $15 per user each month. The figures below multiply that list price by the months each raise usually keeps a room open.
Company round
$180
4 months, 3 users, list price
Fund raise
$600
10 months, 4 users, list price
Real estate raise
$90
3 months, 2 users, list price
Debt raise
$135
3 months, 3 users, list price
Compare the cost of your own raise
-
Ellty $596Listed price Visit Ellty -
Box $180Listed price Pricing notes
USD before tax, for the full raise period. Vendor list prices where published; elsewhere our planning bands, which are budgeting ranges and never a vendor quote. Get a written price before you commit.
Where Box fits
Out of 92 raise types we rank, these are the ones where Box places highest.
Security, setup and support
Self-serve; most teams already know the interface. Support for deal use depends on the plan.
Certifications in our research file: SOC 2, ISO 27001, HIPAA, GDPR. Two-step login is listed. Dynamic watermarks are listed. Request the newest attestation report before LPs or lenders start reading.
Before you sign: six hands-on checks
- Recreate your real index (01 Offering, 02 Terms...) and drop one full folder in.
- Send an invite to your own personal inbox and count the clicks to the first document.
- Lock the financial model to reading only, then try to print and save it as that test reader.
- Check that the test reader's name shows on the page and that the visit appears in the log.
- Decide where LP questions will live, since no Q&A module is listed.
- Pull the activity export and compare it with what your IR file or CRM needs.
Box alternatives
Box: questions and answers
What will Box cost over a raise?
Box lists $15 per user each month. A four-month company round with three users comes to about $180 at list price, before tax.
Can I try Box before paying?
Yes. Our research file records a free trial for Box; its length and limits are set by the vendor.
Can investors ask diligence questions inside Box?
Not in the room itself: no Q&A module is listed for Box, so questions come in by email and need a separate tracker.
What security attestations does Box list?
Our research file records SOC 2, ISO 27001, HIPAA, GDPR. Before signing, request the latest report under NDA and check its date and scope.