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

"...Control individual user access with the ability to set expiration dates 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 Categories: Document Management...." Peer review

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) - Family Office

Altvia's AIM CRM helped Pathstone, a family office, save hundreds of hours of work. Pathstone struggled with multiple systems and needed a central database to manage client data and assets. With AIM ...CRM and Investor Correspond, Pathstone streamlined capital call records and made distribution notices easier. The new system merged relationship and capital flow tracking into one view. The signature process for private equity pools became much simpler, saving the team significant time.

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Monument Group - Financial Services

Altvia’s CRM helped Monument Group, a global placement agent, unify investor workflows and scale fundraising. The platform provided a single source of truth across four offices, improving coordinatio...n and transparency. Monument Group saved time on reporting and gained real-time LP visibility. The CRM enabled dynamic, on-demand reporting and supported firmwide consistency as the company expanded services. Monument Group has relied on Altvia for over a decade to drive operational efficiency and growth.

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Growth Catalyst Partners - Private Equity

Altvia helped Growth Catalyst Partners organize and secure their information sharing. Before Altvia, GCP managed communications by email, which was messy and not secure. With Altvia’s private equity-...focused CRM and ShareSecure LP portal, GCP improved tracking of conversations, deal pipeline, and stakeholder engagement. The platform made it easier for GCP to prepare for meetings and manage fundraising. GCP found Altvia’s secure and intuitive interface valuable for their growing firm.

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Midwest Growth Partners - Private Equity

Altvia’s CRM and Email Marketing tool helped Midwest Growth Partners fix data and communication problems. The firm had trouble with scattered data and slow deal tracking. After using Altvia, they mov...ed all data to the CRM and improved team communication. The integration made it faster to send news to stakeholders and announce deals. They received a dozen new deal referrals from one announcement. The platform made reporting and pipeline management much easier.

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LFM Capital - Private Equity

Altvia helped LFM Capital switch to a new private equity CRM system. LFM needed better integration with tools like Outreach.io, SourceScrub, and DataFox. Altvia provided a customizable platform and t...rained the team for a smooth transition. The new system improved deal sourcing and app integration. LFM now feels ready for future growth with Altvia and Salesforce.

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Plexus Capital - Private Equity

AIM by Altvia helped Plexus Capital save time and improve efficiency. Plexus used to spend up to 10 hours on Monday reports, but now it takes only 15 minutes. AIM made it easier to manage deal flow, ...due diligence, and fund management. The team can now report on performance in real time. Plexus did not need to hire two extra people because of AIM. The solution helped them scale and stay focused on their core business.

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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

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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Executive

Altvia Taps Industry Veteran Ryan Keough as CEO

Altvia has appointed Ryan Keough as its new CEO. With over 20 years of experience in fintech, Keough will lead Altvia's expansion and product innovation efforts. His previous roles at Allvue Systems, Finastra, and Misys highlight his expertise in driving SaaS growth and product delivery. Altvia aims to enhance its technology offerings for private capital firms under his leadership.

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Product

Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities for Alternative Asset Professionals - PR Web

Altvia has launched a new solution to help alternative asset professionals simplify fundraising processes.

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Product

Altvia Elevates Investor Engagement and Strengthens Digital Brand with Innovative ShareSecure Features: Landing Pages and Workspaces - PR Web

Altvia enhances investor engagement and digital branding with new ShareSecure features, including Landing Pages and Workspaces.

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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