MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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.

Highlights

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.

Altvia's Impact

Pledge 1%

This company pledges 1% of their product, profit, equity, or time to support the community.

Impact

Pledge 1%

Learn More

Provider Details

Altvia
Broomfield, CO

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

ShareSecure is a subscription-based product offered at tiered pricing.

We operate with a predictive pricing model. Please reach out to us at sales@altvia.com for your customized quote.

More From This Provider

AIM - A Purpose-Built CRM for Private Capital Markets
by Altvia
Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.