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As reporting requirements from institutional investors as well as regulators continue to increase, Private Equity fund managers must adopt systems that make it easy and safe to post, share, and access documents online. ShareSecure allows you to meet these challenges with a virtual data room and LP portal that integrates with AIM, the CRM solution for Private Equity, on the Salesforce platform.
“I wanted to be ahead of the game at Edge Natural Resources and ensure a smooth process and investor experience.”
– Stacie Moore, Partner and CFO, Edge Natural Resources
• Customize your portal to reflect your brand with logo support and support for data room notifications that come from your firm’s preferred email address.
• Discourage unauthorized sharing with dynamic watermarks that can be customized to include your desired fields
Activity Feed and Reporting
• Gain total awareness of your investors’ and end users’ activities in your portal with analytics and summary reports for data points such document views, document downloads and more
• Access your activity feed on the go to ensure your investors have received their documents and determine whether or not they have been viewed
Document Versioning Support
• Support your compliance efforts with document versioning
User Access Expiration
• Ensure users only have access for as long as needed