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.

Comprehensive Insights on ALTVIA SHARESECURE Use Cases

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

Case Studies

CASE STUDY ClearVision Equity

Altvia AIM helped ClearVision Equity fix workflow problems. Before, they used 8 different tools that often broke when updated. This caused lost time and stress. With Altvia, they got a single place f...or all investor data. The team could send emails and manage documents easily. The solution saved time and made work much smoother.

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CASE STUDY Spire Capital

Altvia helped Spire Capital improve portfolio monitoring. Spire Capital used to track data in Excel, which was slow and hard. With Altvia, they set up a dashboard in their LP portal. This made it eas...y to see valuations and serve LPs better. The new system saved time and made data more transparent. Spire Capital finished raising their fourth fund in half the time of their third fund.

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CASE STUDY Pathstone (FKA Crestone Capital)

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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CASE STUDY IVP (Institutional Venture Partners)

Altvia’s Platform helped IVP improve investor communications. IVP struggled with old systems and time-consuming report distribution. They tried Salesforce but faced integration issues. With Altvia’s ...GP-LP Portal, ShareSecure, and Correspond, IVP integrated with Salesforce and streamlined workflows. Report distribution time dropped from 5-10 hours to just 30 minutes. The team felt more confident and efficient using the new solution.

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CASE STUDY Edge Natural Resources

Edge Natural Resources used Altvia's AIM, Correspond Investor Edition, and ShareSecure to improve investor relations. The company needed to manage growth and investor demands with better workflows an...d fund management. They chose an integrated solution for CRM, communications, and document management. The solution saved time, improved investor communications, and provided reliable reporting. Edge Natural Resources values the partnership and support from Altvia's team.

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Financial Services

CASE STUDY Monument Group

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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ALTVIA SHARESECURE Features

  • Low
  • Medium
  • High
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 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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DPI vs. IRR: The New Metric Shaping Private Equity Investment Performance

In the world of alternatives, which acronym reigns supreme when it comes to demonstrating strong fund performance: ROI, IRR, EBITDA, DPI?

The post DPI vs. IRR: The New Metric Shaping Private Equity Investment Performance appeared first on Altvia.

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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