Secure deal document sharingwithout investor accounts.
Create a Deal, upload versioned documents, and grant expiring access via secure links - then see exactly who accessed what.
- Explicit expiry + instant revoke
- Audit trail per document version
- Deal-level or document-level grants
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.
Participant Access
Include future documents
New documents will not be shared automatically.
Links can be revoked instantly. Activity is logged automatically.
Recent activityToday
Link opened - Northbridge Partners
Document viewed - Pitch Deck v4
Document downloaded - LPA Draft v7
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. Revoke instantly and see exactly who accessed what.
How it's priced
Simple, deal-based pricing designed for fund operations teams.
Simple, deal-based pricing
Per active dealShareflow is priced per active deal - not per investor, user, or document.
This keeps costs predictable and aligned with how funds actually work.
Early-adopter discounts available. Exact pricing may vary based on usage and deployment model.
Security by design
Concrete protections that fund ops teams expect: tenant isolation, revocable links, and reliable audit logging.
Tenant-isolated data
Designed for multi-tenant deployment with organization-level isolation and enforced access boundaries.
Secure access tokens
Links are token-based, time-bound, and revocable. Token material is never stored in plaintext.
Signed document delivery
Documents are served via short-lived signed URLs for controlled access and reduced attack surface.
FAQ
Do participants need accounts?
No. Participants access documents via secure, expiring links only.
Can access be revoked immediately?
Yes. Revocation invalidates the link instantly and prevents further access.
Can I add new documents later?
Yes. New documents are private by default; you choose exactly who can see them.
Reduce document friction on your next deal
If you manage deal documents and investor access, Shareflow gives you control without complexity.