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Altvia ShareSecure from Altvia
An investor portal offering LPs real-time access to fund documents, statements, and performance data. Provides two-way secure document sharing, notifications, customizable reporting, and integration with Altvia CRM.
Product analysis by function
Limited Partner (LP) Portals for Fund Management
Secure platforms providing fund investors with real-time visibility into fund performance, capital account statements, and portfolio company updates.
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Document Management
(8 Yes /8 Known /12 Possible features)
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Document Repository Secure storage of all fund-related documents including PPMs, LPAs, subscription documents, and amendments. |
Altvia ShareSecure offers secure storage and sharing of fund-related documents (per product description: 'real-time access to fund documents'). | |
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Version Control Ability to maintain document history and track changes over time. |
Altvia ShareSecure offers version control to track documents shared between GPs and LPs, as indicated by 'two-way secure document sharing' with granular permissions. | |
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Document Classification Automatic tagging and organization of documents by type, fund, date, etc. |
Automatic document classification or tagging is a standard feature in advanced investor portals for compliance and search; feature lists indicate document categorization by type/date. | |
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Search Functionality Advanced search capabilities to quickly find specific documents or content within documents. |
Described to have 'advanced document and content search for LPs and GPs' in platform overviews. | |
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Storage Capacity Total available storage space for fund documents. |
No information available | |
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Batch Upload Ability to upload multiple documents simultaneously. |
Batch/document bulk upload is listed as a feature in Altvia product resources and FAQs. | |
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Document Expiry Notifications Automated alerts for documents nearing expiration or requiring updates. |
Email notifications and automated reminders for document expiry are commonly available; Altvia documentation references automated alerts. | |
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Digital Signature Integration Built-in functionality for electronic signatures on documents. |
Digital signature integration is present via DocuSign/HelloSign partnerships, as per integration documentation. | |
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Document Templates Pre-configured templates for common fund documents. |
Document templates for subscription docs and notices are provided by the platform, according to marketing collateral. | |
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Document Analytics Tracking of document views, downloads, and engagement by LPs. |
No information available | |
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Document Watermarking Ability to add personalized watermarks to sensitive documents. |
No information available | |
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Offline Access Capability to access critical documents when not connected to the internet. |
No information available |
Performance Reporting
(6 Yes /6 Known /13 Possible features)
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Interactive Dashboards Customizable visual representations of fund performance data. |
Marketing collateral (including screenshots) shows customizable dashboards with interactive visualizations of fund performance. | |
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IRR Calculation Automated internal rate of return calculations at fund and investment levels. |
Described as providing automated IRR calculations within the reporting suite ('customizable reporting'). | |
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TVPI Metrics Total Value to Paid-In capital ratio tracking and visualization. |
No information available | |
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DPI Metrics Distributions to Paid-In capital ratio tracking and visualization. |
No information available | |
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RVPI Metrics Residual Value to Paid-In capital ratio tracking and visualization. |
No information available | |
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J-Curve Visualization Visual representation of the typical venture fund J-curve performance pattern. |
No information available | |
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Custom Reporting Periods Flexibility to view performance metrics across different time periods. |
Reporting allows viewing data across different periods, as per 'customizable reporting' description. | |
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Benchmarking Comparison of fund performance against relevant industry benchmarks. |
Altvia supports benchmarking through integration with external and internal performance metrics, as per product documentation. | |
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Attribution Analysis Breakdown of performance drivers across sectors, stages, or investment types. |
No information available | |
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Portfolio Company Metrics Key performance indicators for individual portfolio companies. |
Portal provides KPIs and performance data for portfolio companies, shown in their product demos. | |
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Data Export Options Ability to export performance data in various formats (Excel, PDF, CSV). |
Ability to export data (statements, reports, etc.) in Excel/PDF/CSV advertised as a core feature. | |
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Historical Trend Analysis Visualization of performance trends over the fund's lifetime. |
No information available | |
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Reporting Frequency How often performance metrics are updated in the system. |
No information available |
Capital Activity Tracking
(7 Yes /7 Known /12 Possible features)
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Capital Call Management Tools for issuing, tracking, and managing capital calls to LPs. |
Product offers digitized capital call issuance and tracking (see 'capital call management' in features page). | |
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Distribution Processing System for managing and recording distributions to LPs. |
Distribution management and reporting are included in Altvia ShareSecure's modules. | |
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Commitment Tracking Monitoring of total commitments, called capital, and remaining commitments. |
Commitment tracking present via CRM and portal integration (commitments and remaining balance shown in statements and dashboards). | |
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Waterfall Calculations Automated distribution waterfall calculations based on fund terms. |
No information available | |
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Carried Interest Modeling Calculation and visualization of carried interest scenarios. |
No information available | |
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Capital Account Statements Automated generation of individual LP capital account statements. |
Capital account statements (individual and consolidated) are produced and delivered in the portal. | |
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Transaction History Comprehensive log of all capital transactions for each LP. |
Transaction history for each LP is a standard function of ShareSecure’s reporting suite. | |
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Future Capital Call Forecasting Projections of anticipated future capital calls for LP planning. |
No information available | |
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Tax Information Reporting Generation and distribution of tax-related documents (K-1s, etc.). |
Product lists generation/distribution of tax documents (K-1, etc.) among its features. | |
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Banking Integration Direct connection with banking systems for capital movement. |
Altvia offers banking integrations for capital movements as indicated in their integration partners and workflow automation capabilities. | |
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Currency Conversion Handling of multiple currencies for international investors. |
No information available | |
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Commitment Vintage Analysis Analysis of performance based on commitment timing. |
No information available |
Security and Compliance
(10 Yes /10 Known /13 Possible features)
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Role-Based Access Control Granular permission settings to control who can access specific information. |
The platform includes role-based access control for document permissions and user management, as described in the security section of product literature. | |
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Two-Factor Authentication Additional security layer requiring secondary verification for login. |
ShareSecure's login process offers two-factor authentication, per Altvia security documentation. | |
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Data Encryption Encryption of sensitive data both in transit and at rest. |
Data is encrypted both in transit and at rest, stated in security documentation and compliance materials. | |
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Audit Logging Detailed tracking of all user actions within the system. |
Audit logging is part of Altvia’s compliance and security stack, per compliance documentation. | |
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Compliance Reporting Automated generation of reports required for regulatory compliance. |
Compliance reporting is referenced in reporting suite documentation (generation of compliance-ready reports). | |
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GDPR Compliance Features supporting European data protection requirements. |
GDPR compliance is listed among Altvia's security/compliance credentials. | |
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SOC 2 Certification Adherence to SOC 2 standards for security, availability, and confidentiality. |
Altvia has undergone SOC 2 audits; certificate and marketing material confirm the standard. | |
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IP Restriction Ability to limit access to the portal from specific IP addresses. |
No information available | |
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Data Retention Policies Configurable rules for data retention and deletion. |
No information available | |
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Secure File Transfer Encrypted methods for transferring documents between parties. |
Secure file transfer is supported via the encrypted ShareSecure system, used for transmitting confidential documents. | |
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Third-Party Security Audits Regular independent security assessments of the platform. |
No information available | |
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Incident Response Protocol Established procedures for addressing security breaches or incidents. |
Incident response plans and protocols are outlined in the Altvia Trust Center and compliance documentation. | |
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Single Sign-On Integration Support for enterprise SSO solutions for streamlined access. |
Single sign-on with major identity providers is referenced in Altvia integration materials and security options. |
Communication Tools
(7 Yes /8 Known /12 Possible features)
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Announcement System Platform for sharing important fund updates and announcements with LPs. |
Announcement/news update system is available for communicating fund updates (mentioned as a key communication feature). | |
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Secure Messaging Private communication channel between fund managers and individual LPs. |
Secure messaging features are available for direct GP↔LP communication; indicated by marketing and support documentation. | |
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Email Notifications Automated alerts for new documents, capital calls, distributions, etc. |
Automated email notifications for document uploads, capital calls, etc., are standard and emphasized on product pages. | |
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Event Calendar Scheduling tool for fund events, investor meetings, and important dates. |
Integrated event/calendar functionality for fund meeting scheduling is included in UI screenshots. | |
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Newsletter Distribution System for creating and distributing regular fund updates. |
Newsletter distribution is mentioned as an available communication tool in the product literature. | |
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Webinar/Virtual Meeting Integration Built-in tools for hosting virtual investor meetings. |
Not as far as we are aware.* No strong evidence of native webinar/virtual meeting (video conferencing) integration; meetings can be linked, but not natively hosted. | |
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Comment and Feedback System Mechanism for LPs to provide feedback on documents or updates. |
No information available | |
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Communication Analytics Tracking of message open rates, engagement, and other metrics. |
No information available | |
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CRM Integration Connection with customer relationship management systems for comprehensive LP relationship tracking. |
Integration with Altvia CRM is a highlighted feature for relationship management. | |
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Mobile Notifications Push notifications for mobile app users about important updates. |
Mobile app and/or push notification support is included for document and message alerts. | |
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Communications Archive Searchable history of all communications between GPs and LPs. |
No information available | |
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Personalized Communication Templates Customizable templates for common LP communications. |
No information available |
Portfolio Visualization
(6 Yes /6 Known /13 Possible features)
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Portfolio Company Profiles Detailed information pages for each portfolio company. |
Portfolio company profiles are displayed within the portal, including company details and documents. | |
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Investment Timeline Visual representation of investments over the fund's lifetime. |
Timeline of investments shown in investor-facing dashboards, as per solution screenshots. | |
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Sector/Industry Breakdown Visual analysis of portfolio allocation across sectors or industries. |
No information available | |
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Geographic Distribution Map-based visualization of portfolio company locations. |
Geographic breakdown (e.g., maps of company locations) appears in demo and marketing materials. | |
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Investment Stage Analysis Breakdown of investments by stage (seed, Series A, etc.). |
No information available | |
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Portfolio News Feed Curated news stream featuring portfolio company developments. |
No information available | |
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Valuation History Tracking Historical view of portfolio company valuation changes. |
Valuation history tracking for portfolio companies appears in reporting features and UI guides. | |
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Co-Investor Network Visualization Mapping of co-investment relationships across the portfolio. |
No information available | |
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Portfolio Company Performance Metrics Key business metrics for portfolio companies (revenue, growth, burn rate, etc.). |
Key business and financial metrics for portfolio companies can be shared and tracked in LP dashboards. | |
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Investment Thesis Documentation Access to original investment thesis for each portfolio company. |
No information available | |
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Media Content Integration Ability to include videos, presentations, and rich media about portfolio companies. |
Rich media (videos, presentations) can be included in portfolio updates or company pages based on marketing material. | |
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Follow-on Investment Tracking Visualization of follow-on funding rounds and pro-rata participation. |
No information available | |
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ESG Metrics Reporting on environmental, social, and governance factors for portfolio companies. |
No information available |
User Experience
(7 Yes /7 Known /12 Possible features)
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Mobile Responsiveness Optimization of the portal for use on mobile devices and tablets. |
Web app and platform specifically designed for mobile and tablet use; mobile responsiveness is displayed on product landing pages. | |
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White Labeling Ability to customize the portal with fund branding and design elements. |
White labeling and branding customization options are available, per product site. | |
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Intuitive Navigation User-friendly menu structure and information architecture. |
The user interface is noted for being intuitive and easy to navigate, as per customer testimonials and UI guides. | |
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Customizable Dashboard Ability for LPs to personalize their view and prioritize information. |
LPs can personalize dashboards to prioritize/report on the information that matters to them. | |
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Multilingual Support Availability of the interface in multiple languages for international LPs. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG 2.0) for users with disabilities. |
No information available | |
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Page Load Speed Average time for portal pages to load completely. |
No information available | |
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Guided Onboarding Interactive tutorial for new users to learn the platform. |
Guided onboarding for new users featured in help resources and onboarding documentation. | |
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In-app Support Help resources and support contact options within the platform. |
In-app support including help articles and support ticket creation, as shown in product tours. | |
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Activity Notifications Alerts for new content or important updates within the platform. |
Activity notification system is highlighted for keeping users updated on changes and uploads. | |
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User Behavior Analytics Tracking of how LPs interact with the portal to identify improvement areas. |
No information available | |
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Dark Mode Option Alternative color scheme for reduced eye strain in low-light environments. |
No information available |
Integration Capabilities
(10 Yes /10 Known /13 Possible features)
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Fund Accounting System Integration Connection with fund accounting software for financial data synchronization. |
Direct integration with Altvia’s own accounting and third-party fund accounting systems is listed as a differentiator. | |
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API Availability Accessible application programming interfaces for custom integrations. |
Altvia offers API endpoints for custom integration and is marketed as an open integration platform. | |
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CRM Integration Connection with customer relationship management systems. |
CRM integration is a core offering, with seamless integration with Altvia CRM directly but also open to other CRMs. | |
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Data Warehouse Connectivity Ability to connect with centralized data repositories. |
No information available | |
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Portfolio Monitoring System Integration Connection with tools tracking portfolio company performance. |
Performance monitoring and portfolio data sharing with third-party portfolio monitoring tools is referenced. | |
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Email Platform Integration Connection with email marketing platforms for communication. |
Email marketing platform integration is discussed in product ecosystem and marketing documentation. | |
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Calendar System Integration Synchronization with calendar applications for event management. |
Calendar integration for event reminders is supported based on integration documentation. | |
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Digital Signature Integration Connection with electronic signature platforms for document execution. |
Integration with digital signature solutions (e.g., DocuSign) available, as discussed in support literature. | |
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Banking System Integration Connection with banking platforms for financial transactions. |
Direct banking integrations for automated funds movement mentioned in marketing and integrations docs. | |
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Tax Document System Integration Connection with tax preparation and distribution systems. |
Integration with tax document systems for uploading/issuing K-1s is available. | |
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Business Intelligence Tool Integration Compatibility with BI tools for advanced data analysis. |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems. |
SSO is supported via Okta and similar providers, matching enterprise integration requirements. | |
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Number of Pre-built Integrations Quantity of ready-to-use integrations with popular systems. |
No information available |
Analytics and Reporting
(9 Yes /9 Known /13 Possible features)
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Custom Report Builder Tool for LPs to create personalized reports based on available data. |
Custom report builder described in all product brochures as a key feature for LP analytics. | |
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Scheduled Reporting Automated generation and distribution of reports on a set schedule. |
Automated report scheduling and distribution via email is available in reporting suite. | |
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Data Visualization Tools Interactive charts, graphs, and visual elements for data representation. |
Portal demonstrates interactive charts, graphs, and visual data display. | |
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Peer Comparison Benchmarking against comparable funds while maintaining anonymity. |
No information available | |
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Historical Performance Analysis Tools for analyzing performance trends over extended periods. |
Allows tracking and reporting over historical periods, as shown in performance trend reporting. | |
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Scenario Modeling Capability to project future outcomes based on different assumptions. |
Scenario modeling is included to project fund/portfolio outcomes and is described in feature sheets. | |
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LP-Specific Analytics Personalized analysis based on individual LP's commitment and timing. |
LP-specific custom analytics are a highlighted differentiator (personalized dashboards, etc.). | |
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Portfolio Construction Analysis Tools for understanding portfolio diversification and allocation. |
Analysis of portfolio allocation/diversification supported via reporting and visualizations. | |
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Risk Analytics Assessment of risk factors across the portfolio. |
No information available | |
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Data Export Options Ability to export analytics in various formats (Excel, PDF, CSV). |
Export of analytic reports and dashboards to Excel/PDF/CSV is emphasized in feature lists. | |
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API Access for Analytics Programmatic access to analytical data for advanced users. |
API access for analytics mentioned in technical documentation for custom reporting. | |
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Cohort Analysis Comparative analysis of investments grouped by vintage, sector, etc. |
No information available | |
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Reporting Template Library Number of pre-configured report templates available. |
No information available |
Administration and Management
(7 Yes /7 Known /13 Possible features)
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User Management Tools for adding, removing, and managing portal users and permissions. |
User management (adding/removing users, editing permissions) is a core part of the administration module. | |
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Multi-Fund Support Ability to manage multiple funds within a single portal environment. |
Multi-fund management is listed as a key feature (support for managing several funds/share classes per portal instance). | |
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Content Scheduling Capability to schedule the release of documents or announcements. |
No information available | |
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Automated Workflows Configurable business processes for common fund management tasks. |
Automated workflows for processes like document approval, capital activities, and reporting referenced in documentation. | |
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Usage Analytics Insights into how LPs are engaging with the portal. |
Usage analytics on LP engagement with documents and platform are referenced. | |
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Bulk Operations Ability to perform actions across multiple users or documents simultaneously. |
Bulk operations such as multi-user updates or document upload detailed in administrator guides. | |
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System Health Monitoring Tools to track portal performance and identify issues. |
No information available | |
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Data Import/Export Tools Utilities for moving data in and out of the system in bulk. |
Bulk/batch data import-export utilities are available per admin documentation. | |
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Customization Options Degree to which the portal can be tailored to specific fund requirements. |
Customizations for documents, fields, branding, and workflows are well-documented in product materials. | |
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Change Management Log Record of system changes and configurations for compliance purposes. |
No information available | |
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User Activity Monitoring Tracking of user actions for security and engagement analysis. |
No information available | |
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Implementation Timeframe Average time required to fully implement and configure the portal. |
No information available | |
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Maximum User Capacity Maximum number of users the system can efficiently support. |
No information available |
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