Altvia ShareSecure: API, MCP and document access

Altvia ShareSecure is an LP portal, used in North America for private equity, venture capital, fund of funds and real estate. The registry rates investor document access 4 of 5 (web login only, exports possible): API availability is unknown, and an MCP server is offered to partners only.

Vendor: AltviaUnverified community researchUpdated
Vendor
Altvia United States
Category
LP portal
Regions
North America
Asset classes
Private equity, Venture capital, Fund of funds, Real estate
Investor access difficulty
4 / 5 Web login only, exports possible
Automation policy
Unknown (terms not checked)
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of Altvia ShareSecure, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recorded2FA, encryption, dynamic watermarks. SSO not mentioned.
APIUnknownNot recordedNot recordedSalesforce-based. No public API docs.
MCP serverPartner onlyNot recordedNot recordedMaintained by the vendor. Press (May 2026) reports MCP access for GP teams. Not confirmed on vendor site.
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedLPs notified of capital calls, distributions and reports on posting.

How an investor gets documents today

LP portal with 2FA and email notifications. No public API. MCP for GP teams only. Whether an investor can get API access is not documented.

  • Ask the GP or administrator for delivery. With no investor API on record, the practical route is delivery of notices and reports to a nominated email address, an SFTP folder or a data feed set up by the fund side.
  • MCP server. An MCP server is offered to partners only. The registry has not confirmed that an investor account can connect to it, so check with Altvia before relying on it.
  • Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See How to automate capital call notices.
  • Manual download. Download documents from the web portal.
  • Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Capabilities and terms

What Altvia ShareSecure exposes to investors, according to the research: documents, capital call notices, distribution notices, fund reports, performance data and messaging.

  • Export formats: Not recorded
  • Standards: None recorded
  • Terms of service: No terms link recorded
  • Automation policy: Unknown (terms not checked)

OIPP status

Not yet on the open protocol. Altvia ShareSecure does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Altvia. If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Altvia: show your listing

If you operate Altvia ShareSecure, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

Altvia ShareSecure: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/altvia-sharesecure/" title="Altvia ShareSecure on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/altvia-sharesecure.svg" alt="Altvia ShareSecure: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

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

Sources checked for the assessment:

Questions

Does Altvia ShareSecure have an API?

Not confirmed. The research behind this entry found no public API documentation for Altvia ShareSecure, and nobody has confirmed whether an API exists. Altvia can correct the entry.

Does Altvia ShareSecure have an MCP server?

Only for partners. An MCP server exists for Altvia ShareSecure but is not open to investors on a self-serve basis.

Can investors download documents from Altvia ShareSecure programmatically?

The registry rates investor access 4 of 5: web login only, exports possible. LP portal with 2FA and email notifications. No public API. MCP for GP teams only. Whether an investor can get API access is not documented. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Independent community research. Not affiliated with Altvia. Facts are unverified community research as of 2026-11-07.

Comparisons

Other LP portals

Guides

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