Headquartered in Santa Barbara, California, SecureDocs is committed to creating secure and affordable software solutions for businesses.
Since April 2012, virtual data room solutions by SecureDocs have enabled efficient workflows for businesses of all types and sizes. In January 2022, Onit acquired SecureDocs to provide greater value for automated business processes:
- $100 billion+ successful deals
- Global penetration across 122 countries
- 99% software uptime.
SecureDocs solutions are acknowledged for safekeeping confidential documents like intellectual property, financial statements, and employee records for the following purposes:
- Fundraising necessitates secure data storage, profound documentation management, and engagement with multiple stakeholders. All business data should be kept safe and accessible by authorized parties.
- Mergers and Acquisitions encompass vast volumes of confidential documentation. Deal rooms provided by SecureDocs help M&A parties arrange and protect sensitive data, owing to user-role permissions and access preferences for authorized users.
- IPOs entail highly sensitive data that needs secure storage and automated management solutions.
- Strategic partnerships involve sharing vast amounts of confidential data that requires secure virtual deal rooms solutions to keep it safe and accessible.
- Bankruptcy is the process of sharing and reviewing large amounts of corporate documents. A secure deal room ensures a centralized repository to locate files for safe access, storage, sharing, and monitoring.
Key industries
SecureDocs fits the individual business needs of small- to large-sized companies in:
- Real estate
- Biotechnology
- Finance
- Insurance
- Legal services
- Life science domains.
Reputation, security, and simplicity
SecureDocs review features an impeccable reputation for security, simplicity, and customer satisfaction.
Key features:
- Advanced search options
- Audit log reporting
- Branding options
- Bulk user invite
- Customized dashboards
- Drag-and-drop functionality
- Integrated e-signature
- Q&A module
- Single sign-on
- Scan uploads
- Unlimited storage space
- Unlimited users
- 14-day trial.
At an affordable price, SecureDocs emphasizes simplicity with an intuitive interface to ensure efficient workflows. Customized service prioritizes individual client needs 24/7 to immediately address all questions, queries, and issues.
SecureDocs is an online deal platform that provides a safe ecosystem for document storage and business deals.
- SecureDocs virtual data room lets companies share and store sensitive corporate information. The secure and user-friendly platform solution fits diverse business nd financial transactions and provides top-of-the-line customer service.
- ContractWorks is a top-notch contract management software to help executive teams manage contracts. The innovative contract management solution is tailored to save on costs, reduce risks, and boost revenue.
- ReadySign helps companies sign and store documents virtually. This easy-to-use e-signature software lets parties share sensitive business data like contracts, consent forms, and invoices securely.
Key features for real estate professionals
SecureDocs is relevant for real estate transactions, helping businesses manage access rights and vast volumes of financial and legal documents:
- Secure handling of lease agreements, financials, and zoning documents
- User-role permissions during multi-stakeholder negotiations
- Audit logs and activity tracking to facilitate buyer/seller negotiations
- Bulk uploads from property portfolios
- Customized access for diverse real estate stakeholders: brokers, lawyers, developers, and investors.
1. Real estate portfolio management
The real estate for commercial properties is prone to economic fluctuations and turbulence. The ongoing uncertainty makes real estate companies opt for risk-management solutions. SecureDocs is a feasible option for real estate portfolio management:
- Advanced financial analysis and reporting assume automatic drill-down reports and dashboards. Colored graphs facilitate portfolio performance analysis to track historical data and store sensitive financial data safely.
- Risk management options provide instant access to highly structured real estate data. Audit trails allow real estate companies to monitor risks and plan scenarios. These features allow portfolio managers to reduce manual workflow and emphasize strategic decision-making.
2. Real estate asset management
Real estate asset managers are challenged with ESG and technology proliferation pressures.
Advanced SecureDocs functionalities ease routine management tasks:
- Asset visibility SecureDocs allows real estate managers to sort, index, and access unlimited volumes of asset-related data within a centralized platform. Optical character recognition (OCR) search tools help seek content across multiple file formats.
- Data sharing. Real asset managers can instantly share vast volumes of files with authorized stakeholders, get real-time feedback, and track asset activity. SecureDocs provides real-time activity alerts and file previews to ease asset portfolio collaboration.
3. Restructuring
Real estate is prone to commercial Chapter 11 bankruptcy filings. In March 2025, this number increased by 20% compared to 611 filings in March 2024.
This makes real estate dealmakers leverage VDRs for restructuring deals:
- Enhanced negotiations SecureDocs ensures a seamless collaboration with integrated software tools to facilitate negotiations in complex decision-making processes like legal management, asset valuations, and capital infusions.
- Time-efficiency. SecureDocs provides 24/7 access to deal materials. The virtual data platform ensures transparent workflows with user role permissions.
4. Secure file sharing with real estate partners and investors
SecureDocs safeguards file-sharing among real estate dealmakers. To secure maximum deal value, the platform provides efficient functionalities to ensure safe exchange of confidential documents, eliminate human error, and prevent data breaches.
The data room platform warrants full control of data usage by permitting individual users with access to shared files and folders. 100% access guarantee ensures that all the content remains protected from unauthorized third-party access and unsolicited file sharing.
5. Real estate due diligence
Dealers benefit from SecureDocs’ virtual data room to ensure due diligence for real estate ownership:
- Certificates of title
- Executor’s deeds
- Land patents
- Title deeds and chains of title
- Warranty deeds
- Zoning matters
SecureDocs is a preferred choice to manage financial due diligence for real estate deals:
- Capital expenditures
- Environmental assessment expenses
- Income and expense statements
- Insurance policies
- Property tax records
- Rent rolls
- Tenant financial statements
- Utility bills
SecureDocs helps real estate dealers streamline the legal due diligence process:
- Due diligence reports
- Multiple agreements ranging from assignments and escrow to joint ventures, NDAs, purchase and sale, lease, settlement, and listings
- Legal and regulatory compliance notices
- Letters of intent
- Litigation documents
- Mortgage notes
SecureDocs facilitates real estate companies to handle property matters:
- As-built drawing
- Blueprints and plans
- Landscaping plans
- Maintenance and repair records
- Property appraisal reports
- Property inspection reports
- Property surveys
- Structural engineering reports
Tenant due diligence deploys SecureDocs to arrange:
- Application forms
- Complaints and maintenance requests
- Contact information
- Estoppel certificates
- Renewal agreements
- Screening reports
- Security deposit records.
Ease of use in real estate transactions
The efficiency of real estate transactions depends on support and deployment. As a cloud-based software, SecureDocs enables instant user access from any web browser.
- Interface simplicity
- Minimal onboarding
- Tailored for real estate brokers
- Quick setup for distressed assets and auctions.
The virtual data room provides its customers with advanced support and troubleshooting options:
- Email form submission
- FAQ section
- Informative blog
- Phone calls to the support team
- Training videos.
Pricing and value
SecureDocs’ flat rate pricing model best suits the budget planning purposes of real estate firms.
Flat-fee virtual data room pricing is entirely transparent and budget-friendly for diverse types of real estate companies.
SecureDocs pricing is flat regardless of the number of users and storage used. Unlimited cloud space allows for planning long-term transactions with new stakeholders.
| 3-month plan | Annual plan | Volume package |
| $400 a monthBilled quarterlyBest fit for short-term projects Safe data sharing, tracking, and storing | $250 a monthBilled annuallyLong-term real estate projects Corporate repository for potential deal-making opportunities For deals that take over three months to complete. | Negotiable valueBilled annuallyBest fit for managing multiple deals at a time A secure virtual solution to arrange data |
Pros and cons
Real estate professionals enjoy SecureDocs for its featured advantages:
| Pros | Cons |
| 99.9% data room uptimeEase of use Flat-fee pricingIntegrated e-signatureMultiple file formats Single sign-onsUnlimited cloud storage Unlimited user capacityUser-friendly interface | Improper for short-term useLack of a mobile applicationNo free flash driversNo live chat availableNo mobile app |
Verdict: Is SecureDocs right for your real estate deals?
Real estate brokers, agents, developers, and investors featuring various deal values, project timelines, and teams have highly praised SecureDocs for:
- Smooth onboarding even for non-tech-savvy users
- Secure control over documentation
- Single subscription to manage multiple projects at once
- Safe document repository
- Time and cost efficiency
- On-the-go data access
- Due diligence confidentiality
- Access control and user activity tracking
SecureDocs benefits for real estate brokers
A world-class virtual data room like SecureDocs is a must-have for complex real estate deals, including portfolio and asset management, due diligence, and restructuring..
SecureDocs data room ensures seamless collaboration, convenient file sharing, and enhanced reporting to streamline real estate transactions:
- Activity tracking and reporting. SecureDocs provides real-time activity reports to ensure authorized file access, version control, transparency, and accountability.
- Communication among boards and investors. SecureDocs provides a centralized workspace for real estate stakeholders, including executive teams, sellers, buyers, partners, and investors.
- Regulatory compliance. SecureDocs is ISO 27001-certified and SOC 2, Type 2 compliant to ensure secure performance for all deal parties while processing sensitive real estate data, like construction plans, lease agreements, and tenant details.
- Secure portfolio and asset management. Real estate portfolio and asset managers leverage secure analytics and reporting features. 256-bit encryption coupled with multi-factor authentication and user security eliminates unauthorized access and data breaches.
- User permissions. SecureDocs provides content access permissions to authorized users with full control of user actions and information rights management.
FAQ
What file types are supported by SecureDocs?
SecureDocs enables diverse file uploads ranging from PDF and Excel to Word and PowerPoint documents.
What are the best-fit browsers for SecureDocs?
SecureDocs supports all browsers, while Google Chrome is the most recommended option supporting SecureDocs functionalities.
What are the passwords to log in to SecureDocs?
SecureDocs prioritizes security and never emails user passwords. The first log-in session requires creating a strong personal password.