FileInvite is a secure document collection software platform designed to replace traditional email-based methods for requesting and managing documents. The platform automates document collection, improves productivity, and ensures data security through features like client portals, automated workflows, and integrations with cloud storage services. FileInvite serves businesses across industries such as financial services, education, and legal sectors, with a global presence in 48 countries.
FileInvite was founded in 2015 by James Sampson in New Zealand. Initially developed as an internal tool for his eCommerce business, Zyber, the software addressed the challenge of managing client-provided content. Recognizing its broader potential, Sampson launched FileInvite as a standalone product. Since its inception, the company has experienced significant growth, now managing over 30 million files and serving more than 700,000 client portals globally.
FileInvite has raised a total of $9.05 million over four funding rounds. Its most recent funding was a Series A round of $6.14 million on July 6, 2022. Key investors include Icehouse Ventures, Flying Kiwi Angels, Forefront Venture Partners, and Vulpes Ventures. While specific valuation figures are not publicly available, the company’s steady growth and funding rounds indicate strong investor confidence.
FileInvite offers a robust suite of features aimed at simplifying document collection:
Automated Document Collection: Streamlines the process of requesting and receiving documents.
Client Portals: Provides secure portals for clients to upload sensitive information.
Customizable Templates: Allows businesses to tailor requests to their needs.
E-Signatures: Facilitates digital signing of documents.
Cloud Storage Integrations: Syncs with platforms like Google Drive, Dropbox, and OneDrive.
Compliance Management: Ensures adherence to regulations like GDPR and SOC 2 Type II.
Security Features: Includes SSL encryption, two-factor authentication, and audit trails.
The platform also supports bulk requests, branded invites, progress tracking, and API access for advanced integrations.
While there is no record of acquisitions by FileInvite to date, the company has expanded its product offerings through strategic partnerships. For instance, it collaborated with Academic Partnerships to develop "DocCollect," a specialized document collection solution for universities. This demonstrates FileInvite's commitment to tailoring its platform for niche markets.
FileInvite continuously enhances its platform with updates that improve functionality and user experience. Recent additions include advanced compliance tools for industries like education (FERPA compliance) and healthcare (HIPAA compliance), as well as expanded integrations with CRMs and cloud storage solutions.
FileInvite emphasizes a collaborative and inclusive workplace culture. Its core values include:
Transparency: Encouraging open communication.
Growth Mindset: Pushing boundaries for innovation.
Impact-Driven Work: Acting quickly to deliver meaningful results.
Belonging: Fostering an inclusive environment where employees thrive.
The company offers flexible work arrangements, professional development opportunities, and a focus on employee well-being.
FileInvite serves a diverse user base across industries such as financial services (e.g., loan processing), education (e.g., admissions), legal services, and more. With over 900,000 client portals active in 48 countries—including major markets like the USA, UK, Australia, and New Zealand—the platform is widely adopted by small businesses as well as enterprise-level organizations.
FileInvite
By FileInvite Limited
