Document Vault

Document Vault

AV’s Document Vault feature allows you to securely upload, tag and save important documents to any specific transaction, investment holding or entity.  Now digitize all your physical investment documents, easily store them in one place and retrieve them on-the-go.


Handle all types of investment documents – private and venture investments, real estate ownership and leases, hedge fund investments, private asset ownership and more.

Powerful user access control features allow customers to independently configure read, add and delete access to the Document Vault.

Easily tag, store and access all capital commitment, drawdowns and quarterly fund reports.

AV’s Document Vault leverages its best-in-class data security features with full audit trail and history to ensure that your documents are always safe.

partnership accounting

Collaborate with remote service providers by giving them secure access to the Document Vault alongside investment transactions so that they can work efficiently.