ShareSecure (LP Portal & Virtual Data Room)
Modernize investor management and improve stakeholder relationships with Altvia’s premier GP-LP Engagement Portal.
How ShareSecure Provides Value to Firms
ShareSecure empowers you to strengthen your LP relationships and provide a premium investor experience. Post data and investment materials, share multimedia files, accelerate investor engagements with digital signatures, and manage all of your important documents – from draft to final – ensuring accuracy for investors and compliance in one place.
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
Director of Capital Development, Redesign Health
ShareSecure Benefits
Modernize Your Investor Experience & Hit Fundraising Goals
Your investor portal is a direct extension of your firm’s brand and reputation, so it’s important to consider the impact it has on potential investors. With our latest product enhancement to ShareSecure, we just released the next generation to the investor experience. Help your LPs manage and track important documents to streamline your fundraising process.
- Increase engagement and maximize your users’ time with an intuitive interface that allows for quick document discovery.
- Reinforce your brand with the ability to add your firm’s logo to the portal, protect sensitive documents with dynamic watermarking, and establish preferred sender email addresses.
- Streamline your fundraise with ShareSecure’s Consent Management functionality, which allows you to easily create, track, and audit Terms & Conditions, Privacy Policies, Electronic K1 Consents, and more.
- Gain visibility to your users’ activities with access to data points such as logins, document views, and downloads.
Streamline User Experience To Maximize Engagement
ShareSecure is a modern, LP Portal and Virtual Data Room that makes it easy for you to create, track, and audit the materials you want to provide your investors for a high-touch investor experience. Coupled with an integration with our AIM CRM, fund managers can provide transparency and increase engagement across their pipeline.
- Easily and accurately share multimedia files with your users (such as videos, audio files, recorded webinars, etc.)
- Customize user permissions to give access to the right documents, at the right time, with the right expiration dates.
- Request, capture, and track digital signatures from your users.
- Provide seamless mobile-friendly document access for end-users.
Protect Your Sensitive Documents With Enterprise-Grade Security
Share documents and store materials in an industry-leading, secure portal that integrates with your CRM. From 2-factor authentication to virus scanning and user management, ShareSecure protects your firm and investments.Support your compliance efforts with document versioning, secure data transmission and encryption, and detailed access logs.
- Accurately manage and track documents from draft to final, published version with the ability to require admin approval before users are granted access.
- Protect unauthorized sharing with dynamic watermarks that can be customized to include your desired fields.
- Control individual user access with the ability to set expiration dates.
Highlights
ShareSecure is an easy-to-use, complete investor portal experience.
Video and recorded webinar post, share, and tracking technology.
Digital document signing with status notification and tracking capabilities.
Document process tracking with approval verification.
Required strong, complex passwords and 2-Factor Authentication.
Unlimited storage with no user caps.
Device agnostic and mobile-friendly–No database or hardware to maintain.
TLS/SSL & AES-256 encryption and detailed device access logs to ensure privacy and security of data in transit and at rest.
Want to get started?
We have a team of experts, with decades of private equity experience to support system adoption and change management.