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ShareSecure - A LP Portal & VDR for Private Capital Markets

By Altvia

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

Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Document Management
Personalization
Requires
None

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
ShareSecure/1.55-SSLY 1.55.0
Listed On
02/04/2014
Latest Release
03/04/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.55.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/12/2019

Additional Details

“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.

Need help?

Altvia

Broomfield, CO

Our Support team is committed to partnering with your firm to provide exceptional service and ensure your success. We offer a range of support services designed to help you maximize the value of our platform, from troubleshooting to best practices.

Support Phone(720) 458-9085
Other ResourcesEmailTerms & Conditions