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ShareSecure - A LP Portal & VDR for Private Capital Markets

A LP portal and VDR where every interaction builds a stronger partnership.

Overview

ShareSecure is an LP Portal and VDR that facilitates secure and efficient communication between GPs and LPs. It allows for the seamless sharing of documents, investment materials, and multimedia files, enhancing engagement with investors.

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See How ShareSecure - A LP Portal & VDR for Private Capital Markets Works

  • Tailor Your Investor Experience: Design custom home pages that not only reflect your firm’s brand but also meet the unique needs of your investors with ShareSecure’s landing page functionality.

  • Segment Data: Effectively manage and segment investor data with ShareSecure’s workspace functionality, keeping information organized and accessible.

  • Portal & CRM Connection: Altvia’s Correspond Investor Edition and ShareSecure work hand-in-hand to simplify how you distribute information and communicate with investors—ensuring an effortless experience for both you and your LPs.

  • Secure and Reliable • Sensitive data is stored using strong encryption and best practices for application security. • Servers are protected by firewalls and employ strictly limited access controls • ShareSecure is monitored 24/7 by our operations team.

“Leveraging a system that had the ability to save down investor commitments, allocate capital calls directly, generate PDFs then send documents out or post them to a portal was the solution that we needed.” - Jenna Greenspan, Redesign Health ShareSecure is Altvia’s leading LP Portal and Virtual Data Room, which is designed specifically for the alternative investment industry. It serves as a secure platform that enables seamless communication and document sharing between GPs and LPs, ensuring transparency, engagement, and trust. ShareSecure modernizes how fund managers interact with their investors, offering a fully integrated, end-to-end solution that eliminates manual processes, mitigates risks, and enhances the overall investor experience.

Categories

Business Needs
Document Management
Personalization
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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