Review, checked October 2026
Citrix ShareFile review
A business file-sharing platform with data room features, e-signature, SSO and a mobile app, from $55 a month. No Q&A module.
Key points
- Score 7.8/10 (very good), rank 10 of the 16 data rooms we review.
- Price: $55 a month; free trial.
- Investor controls: 4 of 6 (viewer watermarks, view and download rights, activity log, 2-step login).
- Security: SOC 2, ISO 27001, HIPAA.
- Best for: ongoing investor file sharing.
What Citrix ShareFile is
Citrix ShareFile, founded in 2005 in the United States, is a secure file-sharing service for professional firms that can be set up as a data room. It lists e-signature, a mobile app, a public API, SSO, watermarking, file-level rights, ISO 27001 and SOC 2.
Plans are published from $55 a month with a free trial. It does not list a Q&A module.
Good for funds and family offices that share statements and reports with investors all year round.
How Citrix ShareFile scores
Citrix ShareFile scores 7.8 out of 10 overall. It is above the field average on security and compliance, speed to launch, cost clarity. The chart shows each criterion against the average of all 16.
Citrix ShareFile: score by criterion
Each criterion out of 10. The red tick is the average of all 16 data rooms.
Strengths and what is missing
- Published price from $55 a month
- SSO, API, mobile app and e-signature
- ISO 27001 and SOC 2
- No Q&A module listed
- No redaction or AI tools listed
Where Citrix ShareFile fits best
Its strongest positions across our seven investor use-case rankings:
Pre-seed round
5 of the 5 must-have features for this use case: activity log, viewer watermarks, view and download rights, bulk upload, 2-step login.
#7 of 16, 8.0/10Seed round
4 of the 5 must-have features for this use case: activity log, view and download rights, viewer watermarks, bulk upload.
#7 of 16, 8.1/10SAFE and convertible note rounds
5 of the 5 must-have features for this use case: built-in e-signature, activity log, view and download rights, viewer watermarks, bulk upload.
Features
| Feature | Citrix ShareFile | What it does for investors |
|---|---|---|
| Q&A module | Not listed | Investors ask questions inside the room; your team assigns, answers and publishes them, with a record of every reply. |
| Activity log | Listed | A log of which investor opened, downloaded or printed each file and for how long, ready to export. |
| Viewer watermarks | Listed | Each page shows the viewer's name or email and the time, so a leaked copy traces back to one person. |
| Redaction in the room | Not listed | Black out salaries, customer names or personal data inside the room instead of uploading edited copies. |
| Built-in e-signature | Listed | Investors sign the NDA or the subscription documents without leaving the platform. |
| Mobile app | Listed | A native iOS or Android app, on top of the mobile browser view most rooms offer. |
| Public API | Listed | A documented interface to create rooms, sync users and pull activity into a CRM or a fund system. |
| Single sign-on | Listed | Your team signs in with company credentials through an identity provider such as Okta or Entra ID. |
| 2-step login | Listed | A second login step (a code or an app) for admins and investors. |
| Bulk upload | Listed | Drag a whole folder tree into the room and keep its structure and numbering. |
| View and download rights | Listed | Per-file rules for view, print and download, including view-only access that can be withdrawn. |
| AI help | Not listed | Machine help listed by the vendor, such as auto-indexing, document summaries, search or drafting Q&A answers. |
Citrix ShareFile against the field
Number of reviewed data rooms that list the feature. Yellow bars: features Citrix ShareFile lists.
Citrix ShareFile pricing
Citrix ShareFile publishes pricing from $55 a month. For a three-month Series A round with five people on your side, that comes to about $165. Free trial.
Estimate the cost of Citrix ShareFile for your deal
Pick your project, team size and how long the room stays open.
| Data room | Pricing | Total for the period |
|---|---|---|
| Citrix ShareFile | Flat | $165 |
 Digify | Flat | $360 |
 Ellty | Flat | $447 |
 DocSend | Per user | $675 |
 SecureDocs | Flat | $750 |
 CapLinked | Flat | $897 |
 iDeals | Estimate | ~$2,700 to $7,500 |
 Datasite | Estimate | ~$2,700 to $7,500 |
 Ansarada | Estimate | ~$2,700 to $7,500 |
 Firmex | Estimate | ~$2,700 to $7,500 |
 Drooms | Estimate | ~$2,700 to $7,500 |
 Intralinks | Estimate | ~$2,700 to $7,500 |
 SmartRoom | Estimate | ~$2,700 to $7,500 |
 DealRoom | Estimate | ~$2,700 to $7,500 |
 ShareVault | Estimate | ~$2,700 to $7,500 |
 Venue by DFIN | Estimate | ~$2,700 to $7,500 |
Flat and per-user totals use each vendor's published entry price. "Estimate" rows do not publish a price; the range is our market band for the project you picked, not a quote from that vendor. All prices in USD, indicative, before tax.
Security and compliance
Citrix ShareFile lists SOC 2, ISO 27001, HIPAA. Admins and investors can be required to use 2-step login. Single sign-on is available for your own team. Files can be watermarked with the viewer's details and set to view-only.
Investor controls not listed: q&a module, redaction in the room.
Setup and support
Self-serve. Speed-to-launch score: 8.5/10 (average 8.1).
Check during your trial or demo
- Invite a colleague as an investor and confirm they cannot download a view-only file.
- Open a document as that investor and check the watermark shows their name and the time.
- Export the activity log and see if it shows page-level views.
- Ask for the price of your exact project in writing, including what happens after the term.
Citrix ShareFile alternatives
Citrix ShareFile FAQ
How much does Citrix ShareFile cost?
Citrix ShareFile publishes pricing from $55 a month. A three-month Series A room with five users comes to about $165.
Does Citrix ShareFile have a free trial?
Yes, Citrix ShareFile lists a free trial.
Is Citrix ShareFile secure enough for institutional investors?
Citrix ShareFile lists SOC 2, ISO 27001, HIPAA and 2-step login. ISO 27001 covers most institutional security questionnaires.
Does Citrix ShareFile have a Q&A module?
Our facts file does not list a Q&A module for Citrix ShareFile, so investor questions would run outside the room.
What are the best Citrix ShareFile alternatives?
The closest alternatives by use and score are CapLinked, SecureDocs, Digify. See the full ranking for all 16.