Recognition Honored as Box Breakthrough Partner of the Year

Content + AI + Connect

Extend Box Across Your
Entire Business Ecosystem

Native Box ICM & AI
Microsoft Azure Managed
RBAC • ABAC • DRM Security
2026 Box Breakthrough Partner of the Year
2025 Box Commercial Partner of the Year
portal.mstrategygroup.com
MStrategy Suite
“Enterprises need a secure, connected platform that helps them put their content to work across customers, partners and employees, with the governance and workflows their businesses require,” said Jamie Young Perlman, Vice President, Global GTM Partnerships at Box. “MStrategy’s recognition as Box Breakthrough Partner of the Year reflects its innovation in collaborating with Box to help organizations accelerate business processes securely.”
Jamie Young Perlman • Vice President, Global GTM Partnerships at Box
MStrategy Product Portfolio

Six Core Solutions Built for Your Entire Ecosystem

MStrategy offers six core solutions, each designed for a specific audience and business purpose. All six are powered by Box and enhanced by MStrategy's experience, access, governance and workflow capabilities.

Customers, Advisors, Borrowers

MStrategy Client

Secure, branded client portals for collaboration, onboarding, document collection and workflows. Designed for customers, advisors, borrowers and investors.

MStrategy Client Portal Preview
Includes AI document matching, checklists & task workflows
Explore MStrategy Client
Suppliers, Contractors, Agencies

MStrategy Partner

Connects suppliers, contractors, agencies and external partners to relevant Box content, people and processes through secure, personalized experiences. Unique URLs ensure users are never blocked.

MStrategy Partner Portal Preview
Eliminates Box access hurdles with dedicated external links
Explore MStrategy Partner
Internal Teams & Departments

MStrategy Employee

Modern employee workspace for accessing company content, knowledge, departmental workflows and internal collaboration. Unify intranet resources with Box files.

MStrategy Employee Workspace Preview
Centralized knowledge hub, task routing & forms
Explore MStrategy Employee
Enterprise Experience Layer

MStrategy Connect

Enterprise-wide access, governance and digital experience layer that extends Box across employees, external App Users and the broader business ecosystem.

MStrategy Connect Preview
Universal integration with Box App Users & SSO governance
Explore MStrategy Connect
M&A, Fundraising, Legal Deals

MStrategy Deal Room

Secure Virtual Data Room (VDR) for M&A, fundraising, investment banking, legal matters and other sensitive transactions.

MStrategy Deal Room Preview
Page-by-page audit trails, watermarking & dynamic NDAs
Explore MStrategy Deal Room
Access Governance & DRM

MStrategy Access

Extend Box security beyond standard folder permissions with advanced Role-Based (RBAC) and Attribute-Based (ABAC) access controls and DRM governance.

MStrategy Access Preview
Policy-driven permissions, DRM watermarking & audits
Explore MStrategy Access
MStrategy Solutions & Capabilities

Specialized Capabilities Deployed Across Your Portals

Beyond the six core products, MStrategy provides specialized capabilities that can be deployed within its portal solutions to address security, governance and business process requirements.

RBAC — Role-Based Access Control

What it does

Controls access based on a user's assigned role, responsibilities or organizational group.

Customer Value

Ensures the right people access the right information.

ABAC — Attribute-Based Access Control

What it does

Applies dynamic access policies using user, document, organizational or contextual attributes.

Customer Value

Provides granular, flexible security beyond traditional folder permissions.

Forensic Watermarking

What it does

Embeds invisible, traceable identifiers into documents to help identify the source of unauthorized sharing and protect sensitive content.

Customer Value

Deters unauthorized distribution, strengthens accountability and helps trace leaked documents back to their source.

Engage & Collaborate

What it does

Branded experiences, messaging, notifications, forms, checklists, tasks and signing.

Customer Value

Improves user engagement and simplifies collaboration.

Automate & Integrate

What it does

Business workflows, Box automation, APIs, third-party integrations and AI-enabled experiences.

Customer Value

Reduces manual processes and improves operational efficiency.

Monitor & Govern

What it does

Activity reporting, analytics, audit trails, access visibility and administrative controls.

Customer Value

Strengthens oversight, accountability and compliance processes.

Why MStrategy

Maximize Your Box Investment and Extend Your Capabilities

MStrategy takes Box beyond content management. We deliver secure, branded solutions that connect employees, customers, and partners to the information and business processes they need.

1

Beyond Box's traditional user experience

Branded, purpose-built applications that simplify how users interact with Box content.

2

Connecting the entire ecosystem

Extends collaboration beyond internal Box users to customers, suppliers, partners and external Box App Users. Unique URLs are provided so users are not blocked from accessing Box content.

3

Advanced security and governance

RBAC, ABAC, DRM and granular permissions enable controlled access tailored to business requirements.

4

Business processes, not just file sharing

Integrates tasks, checklists, forms, approvals, notifications and automated workflows with content.

5

Faster time to value

Prebuilt solutions and configurable templates reduce custom development and accelerate deployment.

6

Managed solution delivery

MStrategy provides configuration, hosting, deployment and ongoing maintenance through a single solution provider.

End-to-End Delivery

Professional Services, Hosting and Maintenance

MStrategy provides more than software. We offer a managed solution lifecycle, from initial configuration through deployment and ongoing operations.

01

Solution Configuration

Tailor branding, permissions, workflows, forms, integrations and user experiences to customer requirements.

02

One-Time Setup

Establish environments, configure applications, connect Box and identity providers, test and deploy.

03

Managed Hosting

Host the MStrategy application infrastructure, typically in Microsoft Azure, while customer content remains managed in Box.

04

Ongoing Maintenance

Provide application maintenance, monitoring, updates, troubleshooting and operational support under agreed service terms.

05

Enhancements & Integrations

Extend functionality as business needs evolve.

The MStrategy Delivery Advantage

MStrategy delivers a complete, managed solution—not just software licenses—reducing the customer's implementation and ongoing operational burden.

Eliminate lengthy engineering cycles and vendor management overhead with an all-inclusive partner who configures, deploys, hosts, and supports your Box solutions.

Industries & Use Cases

Connect Your Entire Ecosystem with Branded Digital Experiences

Proven across high-compliance industries requiring secure external collaboration, automated workflows, and trusted document governance.

Financial Services

Common Customer Use Cases

Loan processing, borrower onboarding, risk reporting, wealth management, KYC

Legal

Common Customer Use Cases

Secure case collaboration, fund registration, document exchange, VDR

Media & Entertainment

Common Customer Use Cases

Production collaboration, digital asset management, approvals, scheduling

Energy

Common Customer Use Cases

Joint venture collaboration, field operations, regulatory compliance, asset documentation

Construction

Common Customer Use Cases

Contractor collaboration, supplier onboarding, project documentation

Public Sector

Common Customer Use Cases

Agency collaboration, document tracking, secure external access, workflows

Digital Asset Management

Common Customer Use Cases

Asset organization, brand management, creative collaboration, version control, secure sharing

MStrategy builds on customers' existing Box investments, transforming content into secure, connected business experiences that improve productivity, accelerate business processes and deliver measurable business value.

2026 Box Breakthrough Partner of the Year
2025 Box Commercial Partner of the Year

MStrategy Takes Box Beyond Content Management

Our prebuilt solutions, configuration services and managed hosting accelerate deployment, reduce complexity and deliver faster business value.