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Part of Our Complete Financial
Services Suite
Egnyte delivers a unified content platform for buy-side, sell-side wealth management, banking and credit, and insurance, enabling strong data security and compliance without slowing down high-velocity workflows.
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Why Buy-Side Teams
Choose Egnyte
Egnyte combines the performance of local apps with the security of the
cloud, solving the unique modeling and data challenges of private equity
and investment firms.
Built for Complex Excel Modeling
Work in your native desktop Excel app while files stay in the cloud. Egnyte acts as a file collaboration engine, ensuring linked models never break.
Capabilities:
- Desktop app functionality
- No file name length limitations
- Zero broken links
Optimized for High-Velocity Investments
Use AI to instantly analyze massive volumes of unstructured data like deal documents (CIMs) and reports, accelerating due diligence and decision making.
Capabilities:
- Instant CIM summaries
- Natural language search
- Investment metrics comparisons
Designed for Secure Remote Work
Give analysts and partners access to a single live source of truth from any device, eliminating sync delays and version conflicts during critical investments.
Capabilities:
- No VPN Required
- Desktop, web, and mobile access
- Real-time sync
How Buy-Side Teams Work
With Egnyte
Secure investments, smart data, and unbroken models.
Secure Collaboration
Share and co-edit investment documents securely with external partners, and control access with granular permissions and virtual data rooms.
Native Excel Modeling
Work in the desktop app with linked models that never break, even when files are moved or renamed in the cloud.
AI Assistant
Instantly search, summarize, and extract data from deal documents (CIMs) and reports using secure AI designed for financial services.
Automated Governance
Simplify compliance with regulations using automated classification, retention policies, and audit trails.
Rockbridge Saved 30 Hours per Week on Manual Compliance Work
“The biggest business accomplishment is the efficiency of freeing up IT resources. Without having to do the labor-intensive work of identifying sensitive content, IT can now concentrate on value-add projects.”
Riverside Centralized 20 Years of Content to Accelerate Global Deal Workflows
“We’re working with dozens of SaaS vendors across our enterprise—but Egnyte is one of a very few that our team views as a real partnership.”
Native Integration With Buy-Side Tools
Integrate seamlessly with the CRM, productivity, and e-signature tools your analysts and investment teams use every day to close business faster.
Productivity and Creation
Microsoft 365
Access and co-edit Word, PowerPoint, and Excel files from Egnyte.
Power BI
Query, shape, and select data from multiple files to create dashboards and reports.
Workflow and CRM
AI LLMs
Connect your LLMs of choice directly to your content.
Practifi
CRM-driven document workflows stay governed.
Salesforce
Access LP and other documents directly within client records.
Built for Buy-Side Compliance and Security Requirements
Automated Compliance Capabilities
-
Electronic Recordkeeping
Meets SEC 17a-4 books and records requirements. -
Granular Visibility
Monitor all file access for audit readiness. -
Automated Retention
Apply lifecycle policies for archiving and deletion.
Intelligent Threat Protection
-
Ransomware Detection
Detect and recover from attacks immediately. -
Smart Classification
Auto-tag PII and sensitive investment data. -
Anomaly Detection
Instantly report on and resolve threats before they have an impact.
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Secure Your Investments Today
Join the top buy-side firms using Egnyte to accelerate unparalleled investment
velocity and compliance.