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Enterprise Records Management Software sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Enterprise Records Management Software

1.1 - About Enterprise Records Management Software sector

Companies in the Enterprise Records Management Software category build platforms that classify, retain, and dispose of records across content systems and storage tiers. Strategic buyers in records management deliver centralized policy control, records declaration, and audit-ready reporting to reduce regulatory risk. These offerings manage digital and physical records at enterprise scale, integrate with ECM and collaboration suites, and enforce defensible retention and disposition aligned to industry and privacy regulations.

Typical offerings span records classification aligned to file plans and retention schedules, automated records declaration with policy application, and legal hold management that preserves evidence while supporting eDiscovery. Vendors add lifecycle automation for archival and defensible disposal, with comprehensive audit logging and compliance reporting. Many also address physical records tracking, enrich metadata for search, and integrate with Microsoft 365, email, and enterprise content management to capture and govern content.

Primary customers include regulated enterprises, government agencies, and financial services or healthcare organizations. Outcomes include lowered compliance and litigation risk through consistent retention, faster audit and discovery response times, reduced storage costs via defensible disposition, and improved governance across collaboration platforms. The software enables clear accountability, policy visibility, and readiness for frameworks such as GDPR, HIPAA, SOX, and public records statutes.

2. Buyers in the Enterprise Records Management Software sector

2.1 Top strategic acquirers of Enterprise Records Management Software companies

Ripcord Logo

Ripcord

HQ: United States Website
  • Description: Provider of intelligent document processing solutions that use advanced robotics to digitize paper files, apply OCR, NLP and machine learning to classify and extract key data, and deliver searchable, validated information through a cloud content platform and enterprise integrations.
  • Key Products:
  • Digitization Service: Utilizes robotics, computer vision and best-of-breed scanning to convert paper documents into high-fidelity digital files while preserving order and preventing damage, eliminating physical storage costs
  • Document Intelligence: Applies OCR
  • NLP and machine learning to classify digital files, identify fields like invoice number or VIN, extract high-value data and improve accuracy through human-in-the-loop validation
  • Canopy Content Platform: Cloud-based repository that provides immediate access, search, sort and filter capabilities for validated data and supports automated workflows
  • Enterprise Integrations: Offers multiple integration methods connecting captured data to ERP
  • ECM
  • RPA and BI tools, placing information directly inside existing business applications for process automation.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Enterprise Records Management Software sector

Description: Companies in this category, often evaluated as strategic buyers for enterprise content management, provide cloud platforms that centralize documents, media, and records for secure collaboration, automated workflows, and compliant lifecycle governance. By unifying capture, storage, search, and sharing, they reduce manual processing and eliminate paper-heavy operations. Enterprise Content Management Platforms help organizations digitize content at scale, enforce policies, integrate with business apps, and surface insights from unstructured data with AI.
Box

Box

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of a cloud-based intelligent content management platform that lets organizations securely store, collaborate on, and manage content, with identity and access controls, AI-driven insights, e-signature, workflow automation, and extensive app integrations to simplify work and ensure compliance.
  • Key Products:
  • Intelligent Content Cloud: Unified platform for secure cloud content management, real-time collaboration and lifecycle governance, with enterprise AI to automate workflows and protect critical data
  • Box AI: Embedded generative AI that analyzes unstructured content, performs sequential reasoning, extracts metadata, and automates tasks like contract analysis or financial calculations inside Box
  • E-Signature: Integrated electronic signature tool letting users send, track and execute legally binding documents directly within Box, accelerating agreement cycles and removing need for separate apps
  • Mobile Enterprise Security: Secure mobile access capability that replaces legacy FTP, enforces access controls and protects sensitive content when employees collaborate from smartphones or tablets.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Enterprise Records Management Software sector

3.1 - Buyout funds in the Enterprise Records Management Software sector

Buyout Funds investing in Enterprise Records Management Software companies

51+ funds
Description: Buyout funds focused on Enterprise Records Management Software companies globally.

Vista Equity Partners

Website HQ: United States
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Enterprise Records Management Software
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Enterprise Records Management Software sector

Growth Equity Funds in Enterprise Records Management Software companies

41+ funds
Description: Growth equity funds focused on Enterprise Records Management Software companies globally.

Summit Partners

Website HQ: United States
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Enterprise Records Management Software
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Enterprise Records Management Software companies

4.2 - Public trading comparable groups for Enterprise Records Management Software sector

Valuation benchmark group 1: Enterprise Content Management Platforms

5 companies View group →
Description: Companies in this trading comparable group are public software providers delivering cloud-based enterprise content management (ECM) and content services platforms. They monetize via subscription licensing and enterprise contracts for secure storage, collaboration, governance, and workflow. These vendors are grouped as public trading comparables and valuation benchmarks because they manage business-critical documents at scale, emphasize compliance and security, and sell horizontal platforms adopted across industries and large organizations.
OpenText logo

OpenText

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of enterprise information management software, offering cloud-native solutions and platforms for content services, business network, cybersecurity, and IT operations management to enable secure, intelligent, and connected organizations.
  • Key Products:
  • Content Services: Includes content collaboration, intelligent capture, e-signatures, and archiving
  • Business Network Cloud: Digital supply chain and secure e-commerce ecosystems
  • Security Cloud: Protects against threats with AI-led intelligence, encryption, and application security
  • IT Operations Management: Automates IT support and asset management
  • Analytics & AI Cloud: Provides actionable insights with advanced analytics and AI capabilities.
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Enterprise Records Management Software sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Enterprise Records Management Software sector

Who are the top strategic acquirers of Enterprise Records Management Software companies?

Top strategic buyers in this sector include Ripcord, a provider of intelligent document processing solutions that use advanced robotics to digitize paper files, apply ocr, nlp and machine learning to classify and extract key data, and deliver searchable, validated information through a cloud content platform and enterprise integrations. .

Which buyer groups are most relevant for Enterprise Records Management Software companies?

Relevant strategic buyer groups similar to the Enterprise Records Management Software sector include Enterprise Content Management because they share similar customer segments and product capabilities.

Financial Investors in Enterprise Records Management Software sector

Which are the top PE firms investing in Enterprise Records Management Software companies?

Potential investors in the broader Enterprise Records Management Software space include Summit Partners and Vista Equity Partners.

Who are the top buyout funds acquiring Enterprise Records Management Software companies?

Active PE funds and buyout funds acquiring companies in the Enterprise Records Management Software space include Vista Equity Partners.

Who are the top growth equity funds investing in Enterprise Records Management Software companies?

Growth funds investing in the broader Enterprise Records Management Software sector include Summit Partners.

Valuation of Companies in Enterprise Records Management Software sector

Which are the key public companies that are relevant trading comps for Enterprise Records Management Software companies?

Key trading comparable groups include OpenText, a provider of enterprise information management software, offering cloud-native solutions and platforms for content services, business network, cybersecurity, and it operations management to enable secure, intelligent, and connected organizations..

Which are the key trading comparable groups for Enterprise Records Management Software companies?

Similar trading comparable companies include Enterprise Content Management Platforms. Our platform tracks detailed trading comparable groups in the Enterprise Records Management Software sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Enterprise Records Management Software sector?

Our platform tracks M&A transactions in the Enterprise Records Management Software sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Enterprise Records Management Software?

Access recent funding rounds in the Enterprise Records Management Software sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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