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Ipreo Chooses Box Platform to Power Financial Services Transformation

New Prism application leverages Box Platform to enable newfound levels of data control and information security for private companies

Redwood City, CA & New York – September 1, 2016 – Today, Box (NYSE:BOX), a leading modern content platform, and Ipreo, a global leader in providing market intelligence, data, and technology solutions, announced that Ipreo will leverage Box Platform to power its Prism application, which is a holistic, cloud-based, CFO-Desktop that equips private companies to manage regulatory requirements, securely communicate with shareholders, efficiently execute capital raising and liquidity events, and perform advanced analytics to drive better business decisions.

With Box Platform powering the secure content layer in the application, the Ipreo Prism app enables clients to:

  • Stay Compliant: As SEC focus on private companies intensifies, Prism makes compliance seamless via auto-generated regulatory disclosures and corporate governance workflow.
  • Meet Shareholder Demands: Prism enables the automated, secure communication of documents and data on a permissioned, one-to-many basis, which eases the burden of reporting and ensures that sensitive information remains confidential.
  • Execute Capital Raising & Employee Liquidity Events: Prism takes a shareholder-first approach that empowers a private company to quickly access capital, as well as maintain a repeatable employee liquidity program without sacrificing control of its capital structure.
  • Optimize Performance & Manage Cap Tables: Prism combines proprietary benchmarks with cap table and valuation analytics to form a holistic solution that equips companies with competitive insights and decision-making tools unavailable anywhere else on the market.

“As private companies remain private longer and the line between public and private markets continues to blur, data control, secure communication, and one-to-many reporting are must-haves,” said Charlie Young, EVP of Private Company Solutions at Ipreo. “As a leading enterprise content management platform, Box is synonymous with security and seamless workflow. That brand, plus the fact that thousands of the world’s leading companies rely on Box for secure communication and collaboration, make Box the perfect partner for Ipreo. We are excited to deliver a disruptive solution, and know that the partnership with Box will always keep Prism at the forefront of innovation.”

“Ipreo is disrupting financial services with technology as its competitive advantage and we’re thrilled to be part of their innovation. Prism is a digital experience that transforms how private companies communicate with shareholders and raise capital,” said Jeetu Patel, Chief Strategy Officer and SVP of Box Platform, Box. “In the digital world, content is essential to almost every application. Box Platform delivers the security and compliance, rich collaboration, and advanced content management capabilities needed to deliver not only an amazing experience for users, but to reduce development timelines and get innovations to market faster.”

Box Platform is the set of underlying infrastructure and enterprise content management technologies that powers Box. Through Box’s API and developer tools, Box Platform enables partners and customers to leverage FINRA compliance and powerful security and information rights management solutions such as Box KeySafe, watermarking and data retention in their applications targeting the financial services industry. Today Box provides cloud content management and secure sharing of sensitive data for some of the world’s largest banks, insurance companies, and investment and advisory firms, including Nationwide Insurance, Guaranteed Rate and Encore Capital. Introduced in fall 2015, Box Platform powers custom applications, integrations and new digital experiences in a variety of industries, including financial services, healthcare and construction. To learn more about Box Platform visit

Ipreo will demonstrate Prism at BoxWorks 2016 on September 8. To learn more about BoxWorks and sign up for a pass to attend, please visit For developers, Box is offering a BoxDev track at BoxWorks, focused on enabling developers to build the next generation of enterprise applications with Box.

About Box

Founded in 2005, Box (NYSE:BOX) is transforming the way people and organizations work so they can achieve their greatest ambitions. As a leading enterprise content management platform, Box helps more than 66,000 businesses, including General Electric, KKR & Co., P&G and The GAP securely access and manage their critical information in the cloud. Box is headquartered in Redwood City, CA, with offices across the United States, Europe and Asia. To learn more about Box, visit

About Ipreo

Ipreo is a leading global provider of financial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and private companies, institutional and individual investors, as well as research, asset management and wealth management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1000 employees serving clients in every major financial hub around the world. Visit for more info.

Press Contacts:

Kate McKay
Chief Marketing Officer

Jessica Gibby

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