Industry Solutions

Secure Document Sharing for Banking & Finance

Share financial documents, prospectuses, and regulatory filings with investors, clients, and partners while maintaining compliance and security.

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Customer Story

Meet Jennifer—she closes funds fast

Jennifer is a Senior VP at a private equity firm. "How do I know LPs actually read our fund documents?"

She used to email PDFs and hope investors opened them. No way to track engagement. Follow-ups felt like guesswork.

ShareDoc changed everything: now she sees exactly who viewed what, which pages got the most attention, and when LPs are ready for a call. Her last fund closed 30% faster.

View Tracking

Know who viewed documents

Page Analytics

See which sections engaged LPs

Perfect Timing

Follow up at the right moment

Use Cases for Banking & Finance

ShareDoc helps financial institutions share investment documents securely

Client Prospectus Sharing
Distribute investment prospectuses, annual reports, and fund documents securely to accredited investors.
Financial Statements & Disclosures
Share audited financial statements, disclosure documents, and regulatory filings with stakeholders.
Loan Documentation
Exchange loan agreements, underwriting documents, and closing materials with borrowers and partners.
Board & Committee Materials
Distribute board packages, committee agendas, and governance documents to directors securely.
Investor Relations
Share earnings reports, presentations, and investor updates with institutional and retail investors.
Compliance & Audit Documents
Distribute compliance certifications, audit reports, and regulatory documentation securely.

Why Banking & Finance

Purpose-built for financial institutions share investment documents securely

Regulatory Compliance
  • Meet SEC and FINRA document sharing requirements
  • Maintain detailed audit trails for compliance
  • SOC 2 controls in progress (attestation pending)
  • Data residency and encryption compliance
Security & Risk Management
  • Enterprise-grade AES-256 encryption
  • Watermark all documents with recipient details
  • Control access with expiration dates
  • Real-time anomaly detection and alerts
Enhanced Client Experience
  • Professional presentation of documents
  • Mobile-friendly secure access
  • Instant delivery vs. courier or mail
  • Detailed engagement analytics

Purpose-Built Features

Capabilities designed for financial institutions share investment documents securely

Password-protected document access
Two-factor authentication for users
Dynamic watermarking with recipient info
Automatic document expiration
Access revocation anytime
Detailed view logs and analytics
IP allowlisting for network control
GLBA and SOX compliance support

Ready to Secure Your Financial Documents?

Join leading financial institutions using ShareDoc

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