Altvia vs InvestorFlow: API, MCP and investor access compared

Key differences

• MCP server. Altvia: partner only (vendor-maintained). InvestorFlow: not documented.
• Capabilities. Listed for Altvia only: Messaging; listed for InvestorFlow only: Capital account statements, Tax documents and Subscriptions.
• Regions. Listed for InvestorFlow only: Global.
• Asset classes. Listed for InvestorFlow only: Private credit.
• Automation in the terms. Recorded as unknown for Altvia and prohibited for InvestorFlow.

What the entries have in common

• Email notifications: both are recorded as available.
• Neither entry documents an API, SFTP or webhooks.
• Investor-side API: unknown for both, according to the assessment.
• Difficulty: both are rated 4 of 5 (web login only, exports possible).
• Known deployments: none documented for either yet.

Which fits which need

Neither product is right for every team. The statements below are conditional and come straight from the registry fields above.

For investors and LP operations teams

• If your investors or your operations team need documents and data through an API, the registry records the API as not documented for either. Access for the investor itself is recorded as unknown for both.
• If you want to reach the data from an AI assistant, the MCP server is partner only for Altvia and not documented for InvestorFlow. A vendor MCP server can still be limited to the vendor's direct customers, so read the research notes below for who may sign in.
• If you process capital call and distribution notices from your inbox, email notifications are available for both.
• If you load files into your own systems, the registry lists no export formats for either.
• If you plan to automate your own login, automation in the terms is unknown for Altvia and prohibited for InvestorFlow. Where it is prohibited or unknown, ask the GP or the vendor for a sanctioned channel first.

For GPs, fund administrators and buyers

• If you need to connect the product to your back office, both entries record API not documented, webhooks not documented and SFTP not documented.
• If the product must carry the core LP reporting items (capital calls, distributions, capital account statements and tax documents), the structured capabilities cover capital calls and distributions for Altvia and all four for InvestorFlow.
• If your investors are concentrated in particular markets, the regions recorded are North America for Altvia and North America and Global for InvestorFlow.
• If you manage a specific strategy, the asset classes recorded are private equity, venture capital, fund of funds and real estate for Altvia and private equity, private credit, real estate, venture capital and fund of funds for InvestorFlow.
• If you want to see who already runs each product, the registry has no documented deployments for either yet. Operators can add theirs to the registry.
• If your investors will want programmatic access later, the difficulty rating is 4 of 5 for both, where 1 is a documented self-serve API an investor can use and 5 is web login only with MFA.

For a structured shortlist beyond these two products, see the guide how to choose an investor portal.

What the research says

Altvia ShareSecure

Assessment. LP portal with 2FA and email notifications. No public API. MCP for GP teams only.

Research notes. Combined data room and LP portal. No LP-side programmatic access identified.

• Web: 2FA, encryption, dynamic watermarks. SSO not mentioned.
• API: Salesforce-based. No public API docs.
• MCP: Press (May 2026) reports MCP access for GP teams. Not confirmed on vendor site.
• Email: LPs notified of capital calls, distributions and reports on posting.

Sources: altvia.com/vdr-portal/ · briefglance.com/articles/altvia-links-private-markets-to-ai-with-open-standard-bridge

InvestorFlow Investor Portal

Assessment. Web portal with configurable email notices. No public API. Terms prohibit scraping.

Research notes. Salesforce-based. Ingests data from administrators such as SS&C, Citco, Apex and CSC.

• Web: Branded LP portal, enterprise IAM with SSO and MFA, dynamic watermarks.
• Email: Notices via portal, email or both; LPs set preferences.
• Terms: No robots, spiders or scraping; accounts may not be shared.

Sources: www.investorflow.com/solutions/applications/investor-services/ · www.investorflow.com/terms-of-use/

Frequently asked questions