In FundPortal, you already had a very feature rich Fund Documents Room, in which each file is assigned a privilege level. Each of your FundPortal users also has a privilege level which grants them access to the corresponding documents.
While this mechanism covers most of your use cases for sharing the same document with a list of users (for example a Monthly Newsletter, or a Factsheet), a lot of our clients have asked us for the ability to share a document with a single user.
A perfect example of this is for securely sharing an Investor Balance Statement with a specific investor and no-one else.
Starting today, FundPortal allows you to share user-specific documents.
The second tab is the new User Documents section, which is a data room to share documents just with this one user:
And of course, as with all documents hosted in FundPortal data rooms, the files are
- Encrypted both at rest and in transit,
- Watermarked on the fly each time it is displayed or downloaded by the user,
- Has a unique permalink so you can link to it in a message from the Campaigns tool,
- Tracks all user views and downloads in an auditable trail,
Give it a try today and start securely hosting and sharing documents with your investors: for example, shared NDAs, filled DDQ files, balance statements, etc.
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