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What is ShareSecure?

A key goal for any private equity firm is to enhance the connections between general partners and limited partners, ultimately delivering a better experience for investors through efficient, clear, and streamlined processes. ShareSecure emerges as the leading engagement platform tailored specifically for investor relations, featuring a virtual data room that creates a secure space for interactions between GPs and LPs. This platform enables users to upload investment documents and distribute multimedia content, such as recorded webinars and video presentations designed for the purposes of fundraising. Furthermore, it accelerates investor interactions by incorporating the convenience of digital signatures. It also supports the management of all essential documents from start to finish, ensuring accuracy for investors while maintaining compliance with regulatory standards. ShareSecure is an advanced virtual data room that simplifies the creation, monitoring, and auditing of materials aimed at investors, providing a top-notch LP portal experience. By offering a comprehensive solution, it allows your investors to effortlessly access the information they need at any moment, thereby enhancing your firm's reputation and effectiveness in managing investor relations. In this ever-evolving landscape, having a reliable platform like ShareSecure is crucial for fostering long-term partnerships and increasing overall investor satisfaction.

What is Katipult?

DealFlow functions as an all-encompassing platform designed to offer alternative investment avenues to wealthy clients. Users are able to discover a variety of funds and investment opportunities, smoothly navigating through structured workflows and necessary documentation to partake in deals with just a few clicks. The platform's design emphasizes a user-friendly investor experience, featuring smart onboarding forms that provide real-time document verification and an effective KYC process, which not only expedites the experience but also reduces the chance of mistakes. Furthermore, DealFlow offers FINRA-registered professionals the quickest and most efficient means to execute securities transactions on behalf of their clients. Compliance procedures are seamlessly integrated within the platform, and Katipult’s eSignature technology ensures complete clarity in both documentation and KYC processes. With a strong dedication to innovation, DealFlow is set to transform the world of alternative investments for high-net-worth individuals, making it easier for them to access and manage their investment portfolios. This approach not only enhances the investment experience but also builds trust and confidence among users.

Media

Media

Integrations Supported

VoPay

Integrations Supported

VoPay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altvia Solutions

Date Founded

2006

Company Location

United States

Company Website

www.sharesecurely.com

Company Facts

Organization Name

Katipult

Date Founded

2014

Company Location

Canada

Company Website

www.katipult.com

Categories and Features

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

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