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ShareAndGo vs Firmex

Firmex is a trusted name. ShareAndGo gives you the same deal-room essentials plus AI OCR, and you're sharing files in under five minutes.

An established deal room with round-the-clock support, or a lighter room you run end to end.

Firmex has offered a purpose-built virtual data room since 2006 and says its clients open more than 20,000 new rooms each year. It positions itself as a partner in deals, diligence and document control, sold either per project or by subscription.

ShareAndGo covers much of the same ground for a smaller firm that wants to set the room up, run it and close it without help, and that wants its outside parties reading watermarked, view-only pages rather than downloaded files.

The short answer

Firmex suits advisors and corporate teams that run several deals a year, want a subscription room that stays open, and value calling a support desk at any hour. ShareAndGo suits firms that want a lighter tool, three straightforward plans, recipients who never need an account, and built-in request lists for collecting documents.

At a glance

FeatureShareAndGoFirmex, as reviewed Nov 2, 2026
Unlimited guest reviewersYes, invite unlimited viewers/biddersNot stated, unlimited projects advertised
Q&A WorkflowsYes, threaded with notificationsYes, available
Watermarking & View-OnlyYes, dynamic, per-viewerYes, standard
Audit trailYes, tamper-evident (SHA-256 hash-chained), exportableYes, full audit trail
Built forYes, SMBs, accountants, advisorsYes, banks, law firms, PE and corporates
Track recordPart of MyAndGoPurpose-built VDR since 2006, per its site
Buying modelStarter, Professional and Business plansSingle project or subscription
SupportSelf-servicePhone support 24/7/365; customer success manager on subscription, per its site
Upload and indexingDrag in nested folders; AI suggests a layout and sorts filesDrag and drop up to 50 GB, Email In, automatic indexing, per its site
Checking accessGroups see only their folders; others are hiddenView As toggles to any user's perspective
Sign-in for your teamMyAndGo with two-step verificationIntegrated single sign-on with your identity provider
ClientsFirms running their own processesClients open more than 20,000 rooms a year, per its site

Where Firmex is genuinely good

Firmex has earned its reputation: simple to use, and built for investment banking, legal and corporate work. If you run many deals a year, its unlimited-project subscription is a credible choice.

Support is the headline. Firmex invites customers to call its team 24/7/365, and a subscription comes with a dedicated customer success manager. In a deal that runs across time zones, a human on the phone at 2 a.m. is worth a great deal.

The room itself is mature. Firmex describes drag-and-drop uploads of files up to 50 GB, an Email In address that drops files straight into the room, automatic indexing, Q&A, redaction of personally identifiable information, and a View As toggle that shows you exactly what any user can see. Documents can be watermarked, locked, and restricted to viewing only, with saving and printing turned off.

Its pricing page also makes a clear case for subscriptions: a room that stays in a ready-to-share state for board reporting, audits and procurement, and never runs into overtime on a long project.

Where ShareAndGo fits

ShareAndGo's edge is for firms who want AI built in (not bolted on) and flat pricing. You can be live in a room in under five minutes and decide for yourself.

ShareAndGo is for the firm that does not want a vendor relationship around its data room. You sign in, build the room, and invite each outside organization as a group with its own folders. Recipients enter with a six-digit code sent to their email, with no account and no software to install.

Two things are worth calling out. First, documents shown to view-only recipients are rendered on ShareAndGo's side and stamped with the reader's email address and the date, so the original file never reaches their browser. Second, request lists turn the chasing half of diligence into a tracked list: start from a template, assign items, watch each move from pending to provided, and share a public upload link for a single file.

Professional adds NDA acceptance before entry, time-on-document insights, workspace analytics across rooms and AI search inside documents. Business removes the limit on the number of rooms.

ShareAndGo or Firmex: who should choose what

Choose ShareAndGo if…

  • You want an AI-native VDR with flat pricing
  • You want to self-serve
  • You would rather run the room yourself, on a plan sized by rooms and team members.
  • Collecting missing documents is as much of the work as showing them.

Choose Firmex if…

  • You run many projects a year and want one subscription that covers them all
  • You want a long-established advisor and lawyer brand
  • Phone support at any hour and a named success manager are part of how your firm works.
  • You upload very large files or want email-in uploads straight into the room.

Firmex and ShareAndGo in four US situations

A lower middle market sell-side process

An investment bank running several buyers through a structured auction will value Firmex's View As check, redaction and round-the-clock phone support. A seller running a quieter process with one or two buyers may not need that weight.

A growth equity raise

A company sharing financials with a few investors wants each fund kept apart and questions answered once. ShareAndGo groups and Q&A do that, and Professional adds time-on-document insights to show which fund is doing the work.

An annual audit or board reporting

Firmex pitches its subscription for routine file sharing like board reporting, audits and procurement. A firm that wants one always-on room for those jobs has a clear reason to choose it.

A legal matter with opposing counsel

Counsel needs to disclose a set of records with no downloads and a full record of access. ShareAndGo's legal matter template, view-only rendering and exportable audit log suit that exchange.

Who each one suits

Firmex suits investment banks, corporate development teams and law firms that run deals often enough to want a subscription, a named success manager and support staff they can phone at any hour. It suits teams moving very large files, and those who like checking access by toggling to a user's view.

ShareAndGo suits smaller firms and owner-led companies that open a room for a specific process, want outside parties in with an emailed code and no account, and want document collection tracked in the same room as disclosure. View-only rendering, watermarks, six-digit email verification, groups, the audit log and virus scanning are on every plan, and NDA acceptance is on Professional and Business.

Frequently asked questions

How does ShareAndGo compare to Firmex?
Firmex is a well-established VDR, in operation since 2006 and known for simplicity. It is sold as a subscription or per project. ShareAndGo matches the core security (audit logging, watermarking, view-only access) and adds AI OCR and native Claude/ChatGPT (MCP) connectors on every plan, at flat pricing.
Does Firmex have AI document features?
Firmex offers in-room PII redaction. ShareAndGo runs AI OCR, summaries and tagging and native Model Context Protocol connectors, so Claude and ChatGPT can work with a room directly, on every plan.
Does Firmex sell rooms by the project?
Yes. Firmex offers both single-project rooms and subscriptions, and says a subscription is always more affordable than the equivalent number of single projects.
Can I see what a recipient sees in ShareAndGo?
Recipients see only the folders their group can open, with documents shown according to the controls you set. They never see other groups or the room's settings.
Which has Q&A?
Both. ShareAndGo's Q&A adds assignment, categories and priorities, and optional AI-drafted answers for an owner to edit.
Does Firmex support single sign-on?
Yes. Firmex describes integrated single sign-on using your identity provider.
How large a file can I upload to Firmex?
Its site describes drag-and-drop uploads of files up to 50 GB.
Can ShareAndGo replicate a previous room?
Rooms are built by dragging in folders, which keep their structure, and ShareAndGo can suggest a folder layout for the kind of room you are building.