Key facts
- Pricing
- $250 a month
- Free trial
- Offered
- Hosting
- Cloud
- SOC 2
- Yes
- ISO 27001
- Not listed
- Founded
- 2012
- Headquarters
- United States
Overview
SecureDocs, founded in 2012, is built for quick setup and a flat price. It lists Q&A, watermarks, view control, built-in eSignature, two-step login, bulk upload and an API.
For a raise, the flat price and the signing tools fit an issuer who wants a working room the same day. The security and feature ratings in the research file sit below the larger platforms.
Raises it suits
Company rounds, small fund raises, real estate syndications and board-level raises where the budget is fixed.
Scores on five raise criteria
SecureDocs scores 7.4 overall. Its highest criterion is cost of a raise at 9.0. 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
- Flat listed price
- Built-in signing
- Quick to set up
- Free trial available
Gaps to check
- No AI help listed
- No SSO listed
- Feature rating below the larger platforms
Features for a raise
8 of the 12 features we track are listed by SecureDocs. Not listed: built-in redaction, native mobile app, sso for your team, ai features.
| Feature | SecureDocs | 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. |
SecureDocs pricing for a raise
SecureDocs lists $250 a month. The figures below multiply that list price by the months each raise usually keeps a room open.
Company round
$1,000
4 months, 3 users, list price
Fund raise
$2,500
10 months, 4 users, list price
Real estate raise
$750
3 months, 2 users, list price
Debt raise
$750
3 months, 3 users, list price
Compare the cost of your own raise
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Ellty $596Listed price Visit Ellty -
SecureDocs $1,000Listed 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 SecureDocs fits
Out of 92 raise types we rank, these are the ones where SecureDocs places highest.
Security, setup and support
Self-serve setup in minutes; support rated well for the price.
Certifications in our research file: SOC 2. 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.
- Post a mock LP question and route it to a colleague for the reply.
- Pull the activity export and compare it with what your IR file or CRM needs.
SecureDocs: questions and answers
What will SecureDocs cost over a raise?
SecureDocs lists $250 a month. A four-month company round with three users comes to about $1,000 at list price, before tax.
Can I try SecureDocs before paying?
Yes. Our research file records a free trial for SecureDocs; its length and limits are set by the vendor.
Can investors ask diligence questions inside SecureDocs?
Yes. A Q&A module is listed, so a DDQ follow-up or a lender query can be raised, routed and closed without leaving SecureDocs.
What security attestations does SecureDocs list?
Our research file records SOC 2. Before signing, request the latest report under NDA and check its date and scope.