Whether you are a venture fund, private equity fund, hedge fund, or an alternative investment fund, securely distributing reports and statements to your limited partners can be time consuming, expensive, and error-prone. Many firms are looking for an easy-to-use, reliable, secure, and affordable method to streamline investor communications.

Secure document sharing

Our secure data room solution provides you with a secure LP portal where investors can quickly and easily access fund materials, statements, and reports online. ShareVault allows your firm to efficiently meet investor transparency requirements without putting valuable documents at risk by sharing them via less secure and less convenient ways.

Investor-specific documents such as K-1s, capital calls, distribution statements, and the like, can be shared easily and safely with stakeholders and investors. Our virtual data room keeps the privacy and confidentiality of sensitive documents intact, by allowing you to restrict the rights of each user or groups of users on a document level. Allowing some to be printed, others only viewed - no printing, no screenshots, no nothing. Just look, don’t touch.

Built for Sharing Confidential Documents

ShareVault is a secure file-sharing solution for the Financial Services industry which enables organized sharing of confidential documents and sensitive information with investors and stakeholders for asset sales, M&A due diligence, lending projects, investor communications and more.

Offering the broadest selection of enterprise integration options, great reporting, and award-winning 24/7 support, ShareVault is widely regarded as one of the easiest to use virtual data rooms, with the most flexible security policies fit to handle any secure document sharing scenario.

Customers love ShareVault’s intuitive user interface which makes it easy to search for and find anything quickly, and get right to the page they want, even in the longest documents.

Audit trail and reporting

ShareVault provides detailed reports on who viewed which documents, when, and for how long. Even the pages viewed are recorded. As part of our commitment to Zero Trust and maximizing accountability, the platform also supports Clickwrap which is a standardized mechanism to digitally capture a user’s agreement to say, your terms and conditions.

We literally track everything and have the most detailed audit trail there is. From a user login, to a page view, to an administrator changing a document policy, or a group’s privileges, nothing goes undetected and unrecorded. This is especially important when you have multiple administrators managing a data room, our audit trail keeps everyone accountable and reduces the chance of mistakes.

As far as your users are concerned, all this behavior tracking means you get terrific intelligence on what they looked at and where they spent their time. And when it matters, you can be quite certain about who has and has not seen certain documents.

Get a custom demo

Sign-up for a live demonstration now to learn why Shasta Ventures, Technology Partners, Alsop Louie, Masthead Ventures, and many other alternative investment funds have chosen to use a ShareVault virtual data room for investor communications.

“ShareVault is great. It is easy to use for anyone, whether they are technology-saavy or not.”

Brian Rowett, Investment Banking Associate at Goldman Sachs

"We are solving issues related to compliance, organization, data management, and information tracking by utilizing the ShareVault platform. As an Investment Bank, we have to ensure that our client's information remains confidential while also ensuring that potential buyers have easy access to relevant files. ShareVault helps perform both of these tasks while maintaining the integrity and confidentiality of our client."

Ryan Fulmer, Investment Banking Analyst at Evercore

"Our firm and especially our clients greatly appreciate the enhanced security that ShareVault offers. We are using ShareVault as a tool for our clients and their investors to be able to securely share documents. So far this has proven to be an easy and secure process. Previously, we shared documents via email, however Cyersecurity is of utmost importance in our industry, so it is pivotal that our data and our clients' data remains safe and can be shared in a safe manner."

Adam Wobrock, Senior Fund Accountant at Fidelity Investments

“Excellent administration support, and Excellent technical support via their international phone help. Able to track access to our secure proprietary company data.This enables us peace of mind when dealing with investment entities.”

No Name, Administrator in Medical Devices

“The ShareVault Q&A feature allows Redwood to consolidate and archive all comments and questions from various parties in one location, rather than having to sort through numerous emails sent to different data room administrators from different constituents to track down one question or response.”

Eric Treu, Associate, Redwood Capital

“Among ShareVault’s features, the reporting tools are the most valuable. There are any number of ways to share files, but ShareVault gives us the peace of mind that we’re doing it securely and with the added benefit of a detailed audit trail.”

Senior Associate Director, Technology Transfer Development Office