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BrochureLP Portal
ShareVault LP Portal provides a cost effective, secure LP communications solution for Private Equity,
Venture Capital and other Pooled Investment Funds.
Its a Cloud-based solution that is ideally suited for securely sharing documents during fundraising
or for distributing documents such as capital statements, K1s, capital calls and other investor documents.
Features:
- Includes a PDF splitter for automatically breaking-up the consolidated reports into individual reports for each LP: K1s, Capital Calls, Distribution Notices and Quarterly Statements are split into the appropriate document for each investor
- Includes an embeddable login widget, so investors can login right from within your website
- Each document is automatically converted to PDF, with the appropriate security features being applied automatically based on the policies you have defined for your various users and groups
- Easy-to-use interactive reporting tools allow you to visualize trends in user activity, providing valuable insight to the fundraising process. Who has opened which documents? How much time has each investor spent reviewing the documents?
- Bank grade security features, including PDFtrak™, which allows you to revoke a user's right to open a document, even if you have allowed the user to save it