ALTVIA SHARESECURE Overview

Altvia's ShareSecure modernizes investor management with its LP Portal and Virtual Data Room. It enhances GP-LP relationships through improved data sharing and transparency.

Use Cases

Customers recommend Engaging And Following Up, Digital Signature, Products & Pricelist Management, as the business use cases that they have been most satisfied with while using ALTVIA SHARESECURE.

Other use cases:

  • Sending & Publishing Communications
  • Lead Engagement
  • Category Management
  • Relationship Management
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Business Priorities

Improve Visibility is the most popular business priority that customers and associates have achieved using ALTVIA SHARESECURE.

Other priorities:

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ALTVIA SHARESECURE Use-Cases and Business Priorities: Customer Satisfaction Data

ALTVIA SHARESECURE's features include Recording. and ALTVIA SHARESECURE support capabilities include 24/7 Support, AI Powered, Email Support, etc. also ALTVIA SHARESECURE analytics capabilities include Custom Reports, and Analytics.

Reviews

"...A seamless solution for these opportunities is ShareSecure the leading engagement platform for the investor relationship...." Peer review

Peer review evidence (same sources as the product rating summary)

"...A seamless solution for these opportunities is ShareSecure the leading engagement platform for the investor relationship...." Peer review
"...Accelerate investor engagements with digital signatures...." Peer review
"...Recorded webinar featuring Success Manager and Product Team on how a Virtual Data Room strengthens Investor Relationships. ..." ShareSecure Virtual Data Room & LP Portal

ALTVIA SHARESECURE, belong to a category of solutions that help Collaboration and Productivity. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

ALTVIA SHARESECURE Customer wins, Customer success stories, Case studies

What benefits does ALTVIA SHARESECURE offer for Engaging And Following Up?

 

Pathstone (FKA Crestone Capital) - Financial Services - Medium

Englewood, USA

Pathstone used Altvia AIM CRM to streamline investment management and wealth advisory services for nearly 90 families. Before Altvia, advisors spent hours sorting through Excel sheets and sending ove...r 80 emails for capital calls. With AIM and Investor Correspond, Pathstone now has a central view of household relationships and capital flows. The new system saves hundreds of hours of work and simplifies agreement and signature processes. Pathstone manages 40 private equity pools more efficiently with Altvia.

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Monument Group - Financial Services - Small

Boston, USA

Monument Group uses Altvia’s CRM to unify investor workflows across global offices. The platform provides a single source of truth, eliminating data silos and improving team alignment. Real-time repo...rting and dashboards help track fundraising activity and investor status. Automation and integrated tools save time and boost efficiency. Monument Group relies on Altvia to scale operations and deliver transparent, tailored updates to investors.

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Plexus Capital - Financial Services - Small

Raleigh, USA

Altvia helped Plexus Capital, a private equity firm, cut report preparation time from 10 hours to 15 minutes. Plexus used Altvia’s CRM platform to manage deal flow, due diligence, and portfolio overs...ight. The platform enabled real-time reporting on deal generation and key account status. Plexus avoided hiring two extra staff by streamlining fund management. The team now has better data consistency and improved accountability.

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RCP Advisors - Financial Services - Medium

Chicago, USA

RCP Advisors used Altvia's AIM software to manage fundraising, due diligence, and portfolio data. Their small team struggled to create comprehensive, flexible reports from large datasets. Altvia reco...nfigured their AIM database and built custom reports, automating manual processes. This gave RCP more accurate, insightful, and real-time data. The new reporting framework improved decision-making and efficiency for the investment committee.

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Edge Natural Resources - Financial Services - Small

Dallas, USA

Edge Natural Resources used Altvia's AIM, Correspond Investor Edition, and ShareSecure to manage investor relations and fund workflows. The firm needed to handle communications with over 300 investor...s across multiple funds. Altvia's integrated solution streamlined capital calls, document management, and reporting. Edge Natural Resources saved time and improved investor perception with automated processes. The partnership focused on strong support, training, and a high-touch investor experience.

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Institutional Venture Partners (IVP) - Financial Services - Medium

Menlo Park, USA

Altvia helped Institutional Venture Partners (IVP) cut investor report distribution time from up to 10 hours to just 30 minutes. IVP struggled with outdated database tools and a failed Salesforce set...up for investor communications. Altvia’s GP-LP Portal, ShareSecure, and Correspond integrated with Salesforce to streamline workflows. The IVP team quickly saw easier processes and improved confidence in investor communications. ShareSecure enabled secure document tracking and signature requests for IVP’s partners.

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ALTVIA SHARESECURE Features

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FEATURE RATINGS AND REVIEWS
Custom Reports

3.88/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.88/5 ★

Read Reviews (3)

Software Failure Risk Guidance

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for ALTVIA SHARESECURE

Top Failure Risks for ALTVIA SHARESECURE

Altvia Solutions, LLC News

Product

Altvia Connects Private Markets Data to the AI Tools Firms Already Use

Altvia announced MCP support in its Integration Platform, enabling private markets data to connect with AI tools like Claude, ChatGPT, and Microsoft Copilot. This integration enhances workflows in fundraising, investor relations, and deal sourcing, allowing teams to access data and insights directly within their preferred AI tools.

Read more →
Product

Altvia Connects Private Markets Data to the AI Tools Firms ...

Altvia announced MCP support in its Integration Platform, enabling private markets data to connect with AI tools like ChatGPT and Microsoft Copilot. This integration allows investment firms to access data for fundraising, investor relations, and deal sourcing directly within their preferred AI platforms, enhancing decision-making and operational efficiency.

Read more →
Product

Altvia Connects Private Markets Data to the AI Tools Firms Already Use

Altvia announced MCP support in its Integration Platform, enabling private market firms to connect their data with AI tools like ChatGPT and Microsoft Copilot. This integration enhances workflows in fundraising, investor relations, and deal sourcing, allowing teams to access data and insights directly within their preferred AI tools.

Read more →
Executive

Altvia welcomes chief product officer | The DRAWDoWN

Altvia has appointed a new chief product officer, marking a significant executive change within the company.

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Altvia Solutions, LLC Profile

Company Name

Altvia Solutions, LLC

Company Website

https://altvia.com/

HQ Location

Employees

11-50

Financials

SEED