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FileInvite

FileInvite

Software DevelopmentFlag of NZAuckland, Auckland, New Zealand21-50 Employees

Company overview

HeadquartersAuckland, Auckland, New Zealand
Phone number+6499723040
Website
SIC737
Keywords
Lending, Onboarding, Workflow Automation, Digital Signatures, Crm Enrichment, Document Collection, Secure Client Portals
Founded2015
Employees21-50
Socials

Key Contacts at FileInvite

Flag of NZ

James Sampson

Founder & Ceo

Flag of NZ

Matt Harley

Director - Growth & Partnerships

Flag of NZ

Stewart Gibson

Director Of Customer Success

Flag of NZ

Sim Phillips

Director Of Strategic Operations

FileInvite Email Formats

FileInvite uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@fileinvite.com), used 59.1% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@fileinvite.com
59.1%
{first initial}.{last name}
j.doe@fileinvite.com
36.4%
{last name}.{last name}
doe.doe@fileinvite.com
4.5%

About FileInvite

FileInvite will transform the way you collect information from your clients – hassle free and on time. No longer do you have to receive multiple emails from clients, files that are too big, the wrong data, late files and sometimes nothing at all. FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing. An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.

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FileInvite revenue & valuation

Annual revenue$16,500,000
Revenue per employee$472,000
Estimated valuation?$52,800,000
Total funding$6,100,000

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Senior

Employees by Department

FileInvite has 20 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore FileInvite's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-08-064$6,100,000

Funding Insights

$6,100,000

Total funding amount

$6,100,000

Most recent funding amount

1

Number of funding rounds

FileInvite Tech Stack

Discover the technologies and tools that power FileInvite's digital infrastructure, from frameworks to analytics platforms.

Google Optimize

Google Optimize

A/B Testing

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Goober

Goober

JavaScript libraries

Mouse Flow

Mouse Flow

Analytics

Envoy

Envoy

Reverse proxies

Heap

Heap

Analytics

Cloudflare

Cloudflare

CDN

Twitter Ads

Twitter Ads

Advertising

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Google Ads

Google Ads

Advertising

Frequently asked questions

FileInvite is located in Auckland, Auckland, NZ.
You can reach FileInvite at +6499723040.
FileInvite was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
FileInvite has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.
FileInvite has raised a total of $6,100,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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