Secure document sharing - no recipient accounts required.
Create a workspace for a fund, SPV, or transaction. Share sensitive documents with explicit access, expiring links, and full visibility into who viewed each file.
- Private by default
- Expiring links
- Audit trail
Atlas Growth Fund – Document Access
Documents3 items
| Document | Type | Version | Access | Last activity |
|---|---|---|---|---|
| Pitch DeckUpdated 3 days ago | Marketing | v4 | 5 participants | Viewed 3 hours agoNorthbridge Partners |
| LPA DraftUpdated yesterday | Legal | v7 | 2 participants | Downloaded yesterdayStonebridge Advisory |
| Quarterly Update Q4Added today | Financial | v1 | 3 participants | Viewed 6 minutes agoNorthbridge Partners |
Only explicitly shared documents are visible to participants.
Why Shareflow
Email and shared folders weren't designed for confidential investor or client documents.
Accidental over‑sharing
Files get forwarded or folder permissions expose more than intended.
Version confusion
Old documents keep circulating outside your control.
No visibility
You don't know who opened what - or when.
Built for external sharing
Explicit access
Nothing is visible unless you grant it.
No recipient accounts
Secure links without onboarding friction.
Full visibility
Track views and downloads by document version.
Used by
Enterprise
For fund administrators and service providers managing many funds/SPVs. Reduce cross-client exposure with strict access boundaries and a clear audit trail.
Funds
For VC/PE funds, syndicates, and SPV operators. Run fundraising, diligence, and investor updates from a single controlled workspace.
Accelerators
For accelerators and incubators. Give each startup a professional investor workspace and track investor engagement across your cohort.
How Shareflow works
A simple workflow built for fund ops: keep a Deal as the source of truth, control access with expiring grants, and get a clear audit trail.
Create a Deal
A long-lived workspace for all documents related to a fund, SPV, or transaction - across raising, closing, and ongoing reporting.
Upload & version documents
Every upload creates a new immutable version. The latest version is always clear, and activity is tied to specific versions.
Grant expiring access
Share secure links with view or download permissions at the deal or document level. Choose when to notify participants, revoke access instantly, and see exactly who accessed what.
Security by design
Tenant isolation
Organization-level data boundaries.
Revocable access
Time‑limited links with instant revoke.
Full audit
Complete activity logging.