Name

Safe Data

Legal name

Safe Data Resources, S.A. de C.V.

Website

https://safedata.com.mx

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Document Management Services

NAICS

Document Preparation Services (56141), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Libraries and Archives (51921)

SIC

Public Warehousing & Storage (4220), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Corporate Records Storage (Commercial/Enterprise) (TLALALAA)

akta.pro secondary industries

Records Digitization & Archiving (Legacy Files, Retention Support) (BPAAAKAG), Records, Archives & Document Storage Moving (HSAKAKAF), Document Services (Copy/Print/Scan, Records Handling) (BPABAEAG), Secure/High-Value & Document/Records Full-Service Storage (HSAKAHAH)

Keywords

• Document storage services
• Records management
• Document digitization
• CFDI validation platform
• Secure document destruction

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Physical Document Storage Services: Recurring storage services for physical documents with pickup, indexing, and delivery capabilities. Revenue generated through space rental and service fees based on volume of documents stored.
2. Document Digitization Services: Professional digitization services including on-site and off-site scanning, OCR processing, and digital document integration. One-time project-based revenue with potential for ongoing digitization needs.
3. Core Image SaaS Platform: Cloud-based document management platform subscription providing multi-user access, workflow management, and audit capabilities. Subscription model with potential per-user or tiered pricing.
4. Core RD SaaS Platform: CFDI management and digital fiscal document validation platform delivered as SaaS. Usage-based or subscription model with space and services billing.
5. Media Storage Services: Specialized storage for magnetic tapes, optical media, and digital backup media in climate-controlled vaults with security controls.
6. Secure Destruction Services: Document destruction services including scheduled destruction and secure container placement in client offices with periodic collection and certified destruction.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Safe Data provides end-to-end document management and information handling services for Mexican businesses, combining physical document storage in secured vaults with cloud-based digital platforms. Their offerings include physical file storage with pickup/delivery, OCR-based document digitization, CFDI (Mexican digital fiscal invoice) validation and storage via the CoreRD platform, secure destruction, media vault storage, and SaaS document management via Core Image and procurement automation via Core Supply.

Product overview

Safe Data offers a comprehensive document management ecosystem consisting of cloud-based digital platforms and physical document services. The core digital platforms include Core Image (document management and workflow platform), CoreRD (CFDI fiscal invoice validation and storage), and Core Supply (procurement management). Supporting physical services include file storage, document digitization with OCR, media vault storage, open shelving for active files, high-security document storage, and secure destruction. The portfolio integrates digital cloud services with physical document handling to provide end-to-end information management.

Differentiator

Problem solved

Functional benefit

Brands

• Core Image: Cloud-based document management platform for content management, allowing document consultation from any location with simultaneous multi-user access, workflow automation, and server-based digital document storage.
• Core RD (Cloud Core)

Products and services

• Core Image Cloud-based document management platform that enables secure storage, organization, and retrieval of digital documents with multi-user access, advanced search, workflow automation, and process auditing for enterprise clients.
• CoreRD (Resguardo Digital de CFDIs) SaaS platform for validation, storage, and management of Mexican digital tax invoices (CFDIs), with automated validation against SAT rules, automatic downloading from the SAT portal, blacklist notifications, payment complement linking, and advanced search.
• Core Supply

Quantifiable outcome

• Up to 99.98% platform availability for CFDI services
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature5 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Box, Inc. Cloud content management and collaboration platform serving enterprises globally. Adjacent competitor to Safe Data's Core Image product in cloud-based document management and workflow.
• Cintas Corporation: Large business services company offering secure document destruction alongside uniforms, supplies, and first aid. Overlaps with Safe Data in document shredding and records protection serving enterprise accounts.
• Iron Mountain: Global leader in physical records storage, secure shredding, and digital information management. Directly competes with Safe Data in the enterprise records storage and destruction market across Latin America and globally, though at vastly larger scale.

Direct peers

• Access Information Management: Provides records storage, document imaging, and secure shredding for enterprise and legal clients. Comparable to Safe Data in physical-to-digital document lifecycle services.
• Crown Records Management: Records and information management provider offering physical storage, digitization, and secure destruction services. Direct competitor profile to Safe Data, primarily serving the Americas.
• Shred-it (Stericycle): Specializes in secure document destruction and information security services for businesses. Comparable to Safe Data in the secure destruction segment and adjacent records management offerings across the Americas.
• Recall Holdings (now part of Iron Mountain): Provider of document management, secure storage, and destruction services to enterprises worldwide. Closely comparable business model to Safe Data across physical records, digital conversion, and secure destruction.
• GRM Information Management: Document management services and technology provider offering records storage, scanning, and digital archiving. Direct comparable to Safe Data across the physical-digital document management value chain.

Emerging players

• DocuWare: Cloud-based document management and workflow automation platform for mid-market enterprises. Comparable to Safe Data's Core Image and CoreRD offerings in digitizing and managing enterprise documents.
• M-Files: Information management platform with document management, workflow automation, and compliance features for enterprise and mid-market customers. Comparable to Core Image in document-centric SaaS offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/safedatamexico
• LinkedInlinkedin.com/company/safe-data-resources

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Safe Data