SS&C Intralinks - Complete Company Profile

SS&C Intralinks is a Media & Internet company. SS&C Intralinks is a pioneer of the virtual data room, delivering software-enabled services across the entire deal lifecycle, including deal marketing, deal prep, due diligence, insights and post-merger integration. SS&C Intralinks offers 12 products: Fund reporting platform, Redaction and NDA services, Customized solutions with automation and complex integrations, Collaborative workspaces, Syndicated lending platform, File sync and secure file-sharing platform, Fundraising platform, Tactical assistance for VDR setup, Virtual Data Room (VDR) solutions, Secure online document sharing solutions, Secure collaboration software, Investor onboarding platform.

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SS&C Intralinks

SS&C Intralinks is a pioneer of the virtual data room, delivering software-enabled services across the entire deal lifecycle, including deal marketing, deal prep, due diligence, insights and post-merger integration.

About SS&C Intralinks

SS&C Intralinks is a Media & Internet company serving global markets. SS&C Intralinks is a pioneer of the virtual data room, delivering software-enabled services across the entire deal lifecycle, including deal marketing, deal prep, due diligence, insights and post-merger integration.

Company Details

Niche

Media & Internet

What SS&C Intralinks Offers

12 products and services

Fund reporting platform

InvestorVision is SS&C Intralinks' investor portal designed to streamline fund reporting and investor communications for general partners (GPs) and limited...

Manage reporting across multiple funds
Track investor activity and engagement

Redaction and NDA services

SS&C Intralinks' Redaction and NDA services manage the entire non-disclosure agreement (NDA) process, including drafting, negotiating, and obtaining signatures. The...

Rigorous review & workflow: Protocols and processes tailored to risk parameters, quality assurance, SLAs, and global coverage
Legal expertise: Drafting and negotiation by legal experts using approved playbooks, clause libraries, and industry best practices

Customized solutions with automation and complex integrations

SS&C Intralinks offers fully customized solutions with automation and complex integrations, combining pioneering technology, industry expertise, and decades of experience...

Custom implementation and configuration
Automation of procedures (e.g., document redaction, NDA management)

Collaborative workspaces

Intralinks provides secure collaboration software and secure online document sharing solutions that enable enterprise collaboration across organizational, corporate and geographical...

Collaborative workspaces for team projects
Secure file sync and file-sharing

Syndicated lending platform

SS&C Intralinks' syndicated lending platform streamlines and automates the entire syndicated loan lifecycle, replacing manual methods and disparate platforms with...

End-to-end process automation from origination to closing and agency reporting
Intuitive, automated solution covering the entire loan lifecycle

File sync and secure file-sharing platform

Intralinks VIA® is a cloud-based enterprise file-sharing software solution that enables simple, secure collaboration across networks and geographies. It allows...

Cloud-based file sync and secure file-sharing
Collaborative team workspaces

Fundraising platform

FundCentre™ Fundraising and Onboarding by SS&C Intralinks is a platform designed to accelerate and streamline the capital raising process for...

Designated marketing campaigns and branded landing pages.
Built-in CRM for direct communication with prospects.

Tactical assistance for VDR setup

Intralinks offers tactical assistance for virtual data room (VDR) setup as part of its services, providing expert support to help...

VDR setup and organization support
User and group management

Virtual Data Room (VDR) solutions

A virtual data room (VDR) is a secure online platform dealmakers use to share confidential documents and manage M&A due...

AI-powered workflows
Granular permission settings

Secure online document sharing solutions

SS&C Intralinks provides secure online document sharing solutions that enable enterprise collaboration across organizational, corporate, and geographical boundaries. Their platform...

Document-level permissions management (download, view, edit, print)
Intralinks UNshare® for instant access revocation

Secure collaboration software

Intralinks provides secure collaboration software and secure online document sharing solutions that enable enterprise collaboration across organizational, corporate and geographical...

Secure file sync and file-sharing
Collaborative workspaces

Investor onboarding platform

The SS&C Intralinks Investor Onboarding Platform is a secure digital solution designed to streamline and accelerate the process of bringing...

Automation of onboarding workflows
Customizable user profiles for investors

Products & Offerings

Detailed information about SS&C Intralinks's products and services. Each offering is enriched with AI-powered insights to help you understand capabilities, features, and use cases.

Fund reporting platform

InvestorVision is a next-generation investor portal that redefines the fund reporting experience for alternative investment managers and their investors. It enables GPs to quickly and securely deliver reports, monitor investments, and centralize ongoing communication with LPs, all while meeting the highest standards of transparency and security.

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Product Overview

InvestorVision is SS&C Intralinks' investor portal designed to streamline fund reporting and investor communications for general partners (GPs) and limited partners (LPs). It offers a fast, intuitive, and secure platform for delivering reports, tracking investor activity, and centralizing communication, with a focus on transparency, efficiency, and compliance.

Detailed Description

InvestorVision is a next-generation investor portal that redefines the fund reporting experience for alternative investment managers and their investors. It enables GPs to quickly and securely deliver reports, monitor investments, and centralize ongoing communication with LPs, all while meeting the highest standards of transparency and security.

Key Features

  • Manage reporting across multiple funds
  • Track investor activity and engagement
  • Effortless upload of critical data
  • Monitor investments across multiple funds
  • Deliver fund performance data to LPs
  • Standardized ILPA reporting templates embedded
  • Centralized communication with LPs
  • Integrated account data
  • End-to-end solution for fundraising, onboarding, reporting, accounting, fund administration, and portfolio management
  • Web-based filesplit and intuitive user interface
  • Access portal anytime from any mobile device
  • Automatic audit trails
  • No downloads required
  • Portal branding and customization options

Key Benefits

  • Quick and secure delivery of fund reports
  • Centralized and transparent investor communication
  • Frictionless access to critical fund data
  • Timely and accurate reporting for informed decision-making
  • Enhanced analysis speed with standardized templates
  • Seamless workflows for investor relations
  • Single login across all funds
  • Best-in-class customer service
  • Bank-grade security
  • Easy adoption and intuitive user experience
Use Cases
  • Financial reports, capital calls, and distributions
  • Legal document sharing and access
  • Investor onboarding and fundraising
  • Ongoing investor relations and communication
Documentation
View Documentation
Who Is It For
  • General Partners (GPs)
  • Limited Partners (LPs)
  • Private equity firms
  • Fund managers (private equity, real estate, hedge funds, venture capital)
  • Institutional investors
Detailed Sections
InvestorVision™ Redefining the investor portal experience

SS&C Intralinks is revolutionizing investor communication with InvestorVision, a fast, intuitive investor portal for streamlined fund reporting.

Transform investor communication with smarter fund reporting

InvestorVision enables seamless, faster, and transparent fund reporting and investor communication.

  • Manage reporting across funds
  • Track investor activity
  • Upload critical data effortlessly
  • Monitor investments across multiple funds
  • Deliver fund performance data to LPs
  • Use standardized ILPA reporting templates
  • Deliver accurate reports efficiently
  • Ensure LPs have easy access to information
  • Centralize ongoing communication with LPs
How does InvestorVision compare?

Comparison table showing InvestorVision's strengths in data transparency, standardized reporting, productivity, ease of use, customer experience, and security versus primary competitors.

  • LPs can access data of their invested funds and underlying holdings
  • Global standardized reporting ILPA templates embedded
  • Integrated account data
  • Timely, accurate reporting
  • Frictionless adoption
  • Hosts the largest community of GPs and LPs
  • Web-based filesplit
  • Intuitive user interface
  • Seamless workflow
  • Access portal anytime, from any mobile device
  • Comprehensive 24/7 support in 140+ languages
  • Dedicated project managers
  • Product roadmap clarity
  • ISO 27701 certification
  • Bank-grade security
  • Automatic audit trails
Don’t wait to upgrade to InvestorVision

Modernize your alternative investments business and win LPs over with our next-gen investor portal.

  • Timely and accurate reporting
  • Enhanced analysis speed
  • Seamless workflows
With you at every phase of the fund lifecycle

Dedicated customer service managers, client assist team, bespoke service options, and after-hours support.

  • A single point of contact who knows your business and your deal
  • Client assist team handles portal setup and postings
  • Bespoke service options from online to fully tailored integrations
  • Global, 24/7 assistance
FAQ

Frequently asked questions about InvestorVision's availability, benefits, customization, and support.

  • Available as standalone or as part of FundCentre
  • Built for private equity firms and trusted by thousands of LPs and GPs
  • Customizable portal branding
  • World-class, 24/7 global support
InvestorVision resources

Supporting whitepapers and reports relevant to fund reporting and investor portals.

  • Unpacking New SEC Rules For Private Advisers
  • The Age of the Digital CFO Is Here
  • Selecting the Right Investor Portal
Why InvestorVision?

Key reasons to choose InvestorVision: single login, customer service, security, and easy adoption.

  • Single login across all funds
  • Best-in-class customer service
  • Bank-grade security
  • Easy adoption

Redaction and NDA services

The NDA management & support service from SS&C Intralinks provides end-to-end handling of NDAs, including rigorous review, legal drafting and negotiation, analytics and reporting, and process optimization. The service is tailored to corporate risk parameters and leverages legal expertise and technology to streamline and secure the NDA process.

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Product Overview

SS&C Intralinks' Redaction and NDA services manage the entire non-disclosure agreement (NDA) process, including drafting, negotiating, and obtaining signatures. The service is designed to allow deal teams to focus on closing deals, meeting clients, and maximizing ROI by offloading the administrative and legal burden of NDA management.

Detailed Description

The NDA management & support service from SS&C Intralinks provides end-to-end handling of NDAs, including rigorous review, legal drafting and negotiation, analytics and reporting, and process optimization. The service is tailored to corporate risk parameters and leverages legal expertise and technology to streamline and secure the NDA process.

Key Features

  • Rigorous review & workflow: Protocols and processes tailored to risk parameters, quality assurance, SLAs, and global coverage
  • Legal expertise: Drafting and negotiation by legal experts using approved playbooks, clause libraries, and industry best practices
  • Analytics & reporting: On-demand status updates, pattern analysis, and performance tracking
  • Process & content optimization: Streamlined document management and updates to NDA playbooks

Key Benefits

  • End-to-end management of the NDA process (drafting, negotiation, signatures)
  • Allows teams to focus on core deal activities and client engagement
  • Ensures quality assurance and adherence to corporate risk parameters
  • Provides global coverage and service-level agreements
  • Access to legal experts specializing in NDAs
  • On-demand analytics and reporting for project visibility and performance tracking
  • Streamlined document collection, distribution, and delivery
  • Centralized information for efficiency and time savings
How It Works
1.Implement tailored protocols and processes for NDA review and workflow
2.Legal experts draft and negotiate NDAs directly with counterparties
3.Provide analytics and reporting for project progress and performance
4.Optimize document collection, distribution, and delivery via the Intralinks platform
5.Update NDA playbooks throughout the process
Documentation
View Documentation
Who Is It For
  • Dealmakers across the financial services ecosystem
  • M&A professionals
  • Corporate legal teams
  • Financial institutions
  • Clients and prospective investors requiring secure and efficient NDA processes
Detailed Sections
NDA management & support

We’ll manage the entire non-disclosure agreement (NDA) process — from drafting and negotiating to obtaining signatures — allowing your team to concentrate on closing deals, meeting clients and maximizing ROI.

How it works

Our NDA service can meet all your requirements.

  • Rigorous review & workflow
  • Legal expertise
  • Analytics & reporting
  • Process & content optimization
Rigorous review & workflow

We’ll implement protocols and processes tailored to corporate risk parameters, ensuring quality assurance, service-level agreements and global coverage.

Legal expertise

Our team of legal experts specialize in drafting NDAs and negotiating directly with counterparties, following approved playbooks, clause libraries and industry best practices.

Analytics & reporting

Gain visibility into project progress through on-demand status updates, pattern analysis and performance tracking. Ensure speed to contract, accuracy and ROI.

Process & content optimization

Get streamlined document collection, distribution and delivery of executed NDAs via the Intralinks platform. Ensure thorough updates to the NDA playbook throughout the process.

Tired of the NDA Runaround?

Intralinks can simplify and streamline your NDA process.

Trusted by dealmakers across the financial services ecosystem
  • Trillions of dollars in strategic financial transactions supported
  • Millions of professionals use Intralinks for M&A and financing transactions
  • Millions of documents uploaded to Intralinks
What our customers are saying

Customer testimonials highlighting efficiency, time savings, and deal acceleration.

  • Intralinks’ solution delivers information on demand.
  • Centralized information saves at least one-to-two hours a day.
  • Helped close deals faster with easy setup.
Ready to get started?

Customized solutions with automation and complex integrations

Intralinks’ services teams provide fully customized solutions for clients requiring automation and complex integrations. These services are ideal for organizations with unique or advanced requirements that go beyond standard VDR or file-sharing needs, such as integrating Intralinks with other enterprise applications or automating deal-related workflows.

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Product Overview

SS&C Intralinks offers fully customized solutions with automation and complex integrations, combining pioneering technology, industry expertise, and decades of experience to meet any requirement at every stage of a deal or project. These solutions are designed to support clients who need more than standard virtual data room (VDR) setups, including automation of procedures and integration with other applications.

Detailed Description

Intralinks’ services teams provide fully customized solutions for clients requiring automation and complex integrations. These services are ideal for organizations with unique or advanced requirements that go beyond standard VDR or file-sharing needs, such as integrating Intralinks with other enterprise applications or automating deal-related workflows.

Key Features

  • Custom implementation and configuration
  • Automation of procedures (e.g., document redaction, NDA management)
  • Complex integrations with other enterprise applications
  • Support for every stage of a deal or project
  • Bank-grade security and compliance
  • Dedicated services and expert support

Key Benefits

  • Tailored solutions to fit unique business processes
  • Automation of manual, time-consuming tasks
  • Integration with existing enterprise systems and workflows
  • Enhanced efficiency and performance in deal execution
  • Access to industry expertise and decades of experience
Use Cases
  • Automating document redaction and NDA workflows
  • Integrating Intralinks with CRM, ERP, or other deal management systems
  • Customizing VDR setup for unique deal structures
  • Streamlining investor onboarding and fund reporting processes
Documentation
View Documentation
Who Is It For
  • Organizations with complex deal or project requirements
  • Enterprises needing integration between Intralinks and other applications
  • Clients seeking automation of repetitive or resource-intensive tasks (e.g., redactions, NDAs)
  • Firms in capital markets, alternative investments, M&A, fundraising, investor onboarding, and fund reporting
Requirements
  • Engagement with Intralinks’ services teams for scoping and implementation
  • Potential need for technical resources on the client side for integration
Detailed Sections
What additional services do you provide?

Whether our customers require tactical assistance for a VDR set up, extra resources for tedious tasks like redactions or NDAs or a fully customized solution with automation and complex integrations, Intralinks’ services teams are ready to help. Our services offering combines our pioneering technology, industry expertise and decades of experience to meet any requirement at every stage of a deal or project.

  • Tactical assistance for VDR setup
  • Resources for redactions or NDAs
  • Fully customized solutions with automation and complex integrations
Testimonial: Ares Management

Our use of Intralinks has grown tremendously since we standardized on it. It opened up the possibility to integrate it with our other applications and to automate some of our other procedures.

  • $419B in committed capital under management
  • 244% year-over-year growth of Intralinks users
Security and Compliance

Intralinks provides bank-grade security, ISO 27701 certification, dynamic custom watermarking, comprehensive audit reports, and lifetime document control with UNshare®. The company emphasizes a security-first approach and industry-leading certifications.

  • Bank-grade security
  • ISO 27701 certification
  • Dynamic custom watermarking
  • Comprehensive audit reports
  • Lifetime document control with UNshare®
Calls to Action

Engage with Intralinks for customized solutions, demos, and quotes.

Collaborative workspaces

Collaborative workspaces from SS&C Intralinks are part of a secure platform designed to enable enterprise collaboration and secure online document sharing across organizations, corporations, and geographies. These workspaces allow teams to work together efficiently while maintaining the highest standards of security and compliance.

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Product Overview

Intralinks provides secure collaboration software and secure online document sharing solutions that enable enterprise collaboration across organizational, corporate and geographical boundaries. Intralinks’ secure platform provides tools for file sync and secure file-sharing, collaborative workspaces and virtual data room (VDR) solutions.

Detailed Description

Collaborative workspaces from SS&C Intralinks are part of a secure platform designed to enable enterprise collaboration and secure online document sharing across organizations, corporations, and geographies. These workspaces allow teams to work together efficiently while maintaining the highest standards of security and compliance.

Key Features

  • Collaborative workspaces for team projects
  • Secure file sync and file-sharing
  • Virtual data room (VDR) integration
  • Advanced security and permission settings
  • In-platform tools such as redaction
  • Analytics and reporting capabilities

Key Benefits

  • Secure collaboration and document sharing
  • Safeguards highly sensitive information across the enterprise
  • Enables compliance with regulatory requirements
  • Supports global teams and cross-border collaboration
  • Trusted by 99% of the Global Fortune 1000
Documentation
View Documentation
Who Is It For
  • Enterprises needing secure collaboration across organizational, corporate, and geographical boundaries
  • Firms in capital markets and alternative investments
  • Organizations handling highly sensitive information
  • Industries such as M&A, fund management, financing, syndicated lending, regulatory, risk & compliance, energy, high-tech, life sciences, legal, real estate, consumer retail, and financial services
Detailed Sections
Solutions

Recognized as the gold standard in secure content collaboration, the proven Intralinks platform delivers a full suite of solutions that safeguards highly sensitive information across the enterprise.

Innovative global  data sharing solutions

Trusted by leading companies across the globe, leveraging SS&C’s 35+ years of success, our team empowers clients to leverage Intralinks technology with complete control and confidence.

  • 115 offices in 35 countries
  • 91.9% approval rating from users
  • $44 trillion assets under management
  • 10,000+ M&A deals facilitated each year
  • $672 billion private capital raised last year
  • 48k+ users added each month
What our customers are saying

Testimonials from customers in asset management, investment banking, private equity, credit rating, and manufacturing highlight the platform's security, analytics, support, and scalability.

Ready to get started?

Syndicated lending platform

The platform provides a comprehensive, automated solution for managing every stage of the syndicated loan process. It enables secure document and information management, real-time bookbuilding, integration with existing systems, and valuable insights and reporting for improved decision-making and deal certainty.

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Product Overview

SS&C Intralinks' syndicated lending platform streamlines and automates the entire syndicated loan lifecycle, replacing manual methods and disparate platforms with an end-to-end, secure, and intuitive solution. It supports all stakeholders in the syndicated loan ecosystem, from origination to closing and agency reporting.

Detailed Description

The platform provides a comprehensive, automated solution for managing every stage of the syndicated loan process. It enables secure document and information management, real-time bookbuilding, integration with existing systems, and valuable insights and reporting for improved decision-making and deal certainty.

Key Features

  • End-to-end process automation from origination to closing and agency reporting
  • Intuitive, automated solution covering the entire loan lifecycle
  • Bookbuilding: manage and track lender commitments, real-time order status, and allocations by tranche and pricing
  • Integration and open APIs for easy connection with existing platforms
  • Secure company information and loan documentation management
  • Collaboration tools for borrowers and advisors
  • Marketplace discovery for institutional lenders
  • Customizable and automated lender outreach for agents
  • Facilitated reporting and data access management

Key Benefits

  • Streamlines and automates the entire loan lifecycle
  • Reduces time and risk associated with manual processes
  • Ensures security of all documents and information
  • Delivers valuable insights and reporting for stakeholders
  • Improves decision-making and deal certainty
  • Facilitates efficient deal closing
Documentation
View Documentation
Who Is It For
  • Originators and syndicators
  • Borrowers
  • Institutional lenders
  • Agents
Detailed Sections
Streamline the entire syndicated loan lifecycle.

Relying on a combination of manual methods and multiple platforms for loan syndication is time-consuming and unsecure. SS&C Intralinks streamlines and automates the entire loan life cycle.

Innovation that meets today's challenges.
  • End-to-end process automation: From origination to closing and agency reporting, Intralinks’ intuitive, automated solution covers the entire loan lifecycle and ecosystem.
  • Bookbuilding: Efficiently manage and track lender commitments, real-time order status, and allocations by tranche and pricing.
  • Integration and open APIs: Easily integrate with existing platforms, eliminating the need for manual data entry and disparate systems.
Supporting all syndicated loan stakeholders
  • Originators and syndicators: Target lenders, distribute diligence materials, manage bookbuilding.
  • Borrowers: Secure company information and loan docs, collaborate with advisors, accelerate the loan process.
  • Institutional lenders: Discover marketplace opportunities, review due diligence docs, commit to purchase the loan and relist.
  • Agents: Facilitate reporting, manage access to data, customize and automate lender outreach.
Challenges

Syndicated deal participants frequently employ a patchwork of manual processes and disparate technologies, adding friction and unnecessary risk — especially when stakes and loan sizes are high.

Solution

One end-to-end platform for loan syndication. We provide a comprehensive solution to manage every stage of your loan. This enables you to ensure the security of all documents and information, while also delivering valuable insights and reporting for stakeholders to improve decision-making and deal certainty.

Support from industry experts

Award-winning customer, project and consulting services. Our service teams manage a broad range of requirements at any stage of a deal or project, including folder setup, document retrieval, NDA drafting, document translation, integration of the Intralinks platform with existing systems or even developing a fully customized solution.

What Our Customers Are Saying

Intralinks enables us to facilitate efficient deal closing and better decision-making. If leasing companies want to reach more buyers, increase margins and close deals faster, Intralinks is clearly the way they should go.

Learn how Intralinks supports syndicated lending

File sync and secure file-sharing platform

Intralinks VIA® provides a centralized platform for sharing documents and collaborating with colleagues, partners, vendors, regulators, and other contacts. It supports use cases ranging from simple file sync and share to collaborative team workspaces and large-scale virtual data rooms. Every document uploaded is automatically encrypted, ensuring protection regardless of storage location or device. The platform is trusted by companies across industries for secure file sharing and collaboration.

Added

Product Overview

Intralinks VIA® is a cloud-based enterprise file-sharing software solution that enables simple, secure collaboration across networks and geographies. It allows users to safely collaborate and share with anyone, anywhere, on any device, and provides the ability to instantly revoke file access when necessary. The platform is designed to be both highly secure and easy to use, supporting seamless collaboration for organizations handling sensitive data.

Detailed Description

Intralinks VIA® provides a centralized platform for sharing documents and collaborating with colleagues, partners, vendors, regulators, and other contacts. It supports use cases ranging from simple file sync and share to collaborative team workspaces and large-scale virtual data rooms. Every document uploaded is automatically encrypted, ensuring protection regardless of storage location or device. The platform is trusted by companies across industries for secure file sharing and collaboration.

Key Features

  • Cloud-based file sync and secure file-sharing
  • Collaborative team workspaces
  • Large-scale virtual data rooms
  • Automatic document encryption
  • Granular permission management
  • Instant access revocation (Intralinks UNshare®)
  • Cross-device and cross-geography access
  • Centralized document management

Key Benefits

  • Collaborate freely: Share files with anyone and access documents from desktops, web browsers, and mobile devices
  • Deploy quickly: Immediate implementation with a secure cloud solution requiring no capital investment
  • Maintain control: Manage access rights throughout the document lifecycle with granular permissions (view, download, edit, print)
  • Revoke access easily: Instantly terminate access to files, even after download, using Intralinks UNshare®
  • Increase security: Provides a secure alternative to consumer-grade file-sharing services
Use Cases
  • Legal document management
  • Safety document distribution
  • Post-merger integration
  • Syndicated lending
  • General secure file sharing and collaboration
Documentation
View Documentation
Who Is It For
  • Enterprises requiring secure collaboration
  • Organizations sharing intellectual property, business plans, confidential customer information, or financials
  • Companies in legal, safety, post-merger integration, syndicated lending, and other industries
  • Colleagues, partners, vendors, regulators, and other business contacts
Detailed Sections
Secure enterprise file-sharing software

The right enterprise file-sharing software makes collaboration easy. Above all else, your content collaboration software must be secure. Whether you’re sharing intellectual property, future business plans, confidential customer information, business financials or other highly sensitive data, you need to be certain your documents don’t fall into the wrong hands. To that end, your secure document sharing must let users revoke access to sensitive data as business relationships change. Your enterprise file-sharing software must also be easy to use. Anything less than a seamless experience will slow your users down and hinder productivity. Intralinks VIA® is a cloud-based enterprise file-sharing software solution that enables simple, secure collaboration across networks and geographies. Safely collaborate and share with anyone, anywhere, on any device, and use Intralinks UNshare™ to instantly revoke file access when necessary.

Seamless collaboration: enterprise file sharing software from Intralinks.

Intralinks’ enterprise file sharing software provides a centralized platform for sharing documents and collaborating with colleagues, partners, vendors, regulators and other contacts. From simple file sync and share to collaborative team workspaces and large-scale virtual data rooms, Intralinks provides all the tools you need to collaborate seamlessly and securely. Our system is the most secure enterprise file-sharing software available. Every document uploaded to the Intralinks platform is automatically encrypted, so documents remain protected no matter where they are stored, where they travel or what systems they reside in. Throughout its 20 years in business, Intralinks has been committed to the highest levels of data security, providing clients with the means to collaborate safely, confidently and productively, from anywhere, on any device. That’s part of the reason that companies have entrusted Intralinks with their most sensitive documents. From legal document management and safety document distribution to post-merger integration and syndicated lending, Intralinks can equip any company, in any industry, with secure file sharing and collaboration.

Key benefits of Intralinks’ enterprise file-sharing software
  • Collaborate freely: Share files with anyone and access documents from desktops, web browsers and mobile devices
  • Deploy quickly: Implement enterprise file sharing software immediately with a secure cloud file sharing solution that requires no capital investment
  • Maintain control: Manage access rights throughout the entire document lifecycle, and set granular permissions, such as viewing, downloading, editing and printing
  • Revoke access easily: Instantly terminate access to files with Intralinks UNshare®, even documents that have been downloaded to personal devices
  • Increase security: Implement a secure DropBox alternative, and put an end to employee use of risky, consumer-grade file-sharing services
Want to learn how we can benefit you?
Supporting Resources

Fundraising platform

FundCentre™ Fundraising and Onboarding is a fundraising platform that enables fund managers (GPs) and investors (LPs) to manage the entire fundraising lifecycle, from marketing and investor engagement to onboarding and due diligence. The platform is designed to improve efficiency, transparency, and investor experience in a competitive fundraising market.

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Product Overview

FundCentre™ Fundraising and Onboarding by SS&C Intralinks is a platform designed to accelerate and streamline the capital raising process for fund managers and investors. It offers a seamless, transparent, and intelligent process to help users put capital to work faster, manage the entire fundraising lifecycle, and enhance both GP and LP experiences.

Detailed Description

FundCentre™ Fundraising and Onboarding is a fundraising platform that enables fund managers (GPs) and investors (LPs) to manage the entire fundraising lifecycle, from marketing and investor engagement to onboarding and due diligence. The platform is designed to improve efficiency, transparency, and investor experience in a competitive fundraising market.

Key Features

  • Designated marketing campaigns and branded landing pages.
  • Built-in CRM for direct communication with prospects.
  • Easy delivery of subscription packages and AML/KYC requirements.
  • Simplified document signing and collection.
  • Task tracking for outstanding investor onboarding steps.
  • Real-time analytics for investor engagement, capital commitments, and campaign metrics.
  • GP- and LP-focused dashboards.
  • Customizable notifications and robust permission controls for data security.

Key Benefits

  • Accelerates the fundraising process, enabling faster capital deployment.
  • Enhances investor experience with seamless onboarding and transparent communication.
  • Boosts marketing efforts and investor retention through targeted campaigns and branded landing pages.
  • Provides real-time analytics and dashboards for tracking investor engagement and capital commitments.
  • Streamlines due diligence with secure data management and customizable notifications.
  • Industry-wide adoption and trusted by leading institutions worldwide.
Use Cases
  • Managing and accelerating the fundraising lifecycle for private capital funds.
  • Onboarding investors efficiently and securely.
  • Tracking and analyzing investor engagement and capital commitments.
  • Facilitating due diligence and document sharing with potential investors.
Documentation
View Documentation
Who Is It For
  • General Partners (GPs)
  • Limited Partners (LPs)
  • Fund managers
  • Institutional investors
  • Organizations involved in capital raising and alternative investments
Detailed Sections
Accelerate your next fundraise

FundCentre™ Fundraising and Onboarding sets you apart with a seamless, transparent and intelligent process — so you can put capital to work faster.

Manage the entire fundraising lifecycle
  • Put capital to work faster: Boost marketing efforts and retention with designated campaigns, branded landing pages and a built-in CRM.
  • Streamline investor onboarding: Deliver subscription packages and AML/KYC requirements, simplify document signing and collection, and track outstanding tasks.
  • Measure investor interest: Track engagement, capital commitments, document interaction and campaign metrics with real-time analytics.
  • Enhance due diligence: Streamline diligence and keep data secure with customizable notifications and robust permission controls.
Trusted by leading institutions worldwide

Industry-wide adoption and positive testimonials from users, including improved capital raising process and investor experience.

  • 90% of surveyed users are likely or somewhat likely to consider Intralinks first for fundraising solutions.
Fundraising resources
  • Investor Onboarding Checklist
  • Why Fund Managers Should Digitize the Investor Onboarding Process
  • 2025 Global Private Capital Fundraising Report
Ready to get started?

Tactical assistance for VDR setup

Whether customers require tactical assistance for a VDR setup, extra resources for tasks like redactions or NDAs, or a fully customized solution with automation and complex integrations, Intralinks’ services teams are ready to help. The offering combines pioneering technology, industry expertise, and decades of experience to meet requirements at every stage of a deal or project.

Added

Product Overview

Intralinks offers tactical assistance for virtual data room (VDR) setup as part of its services, providing expert support to help clients organize, secure, and launch VDRs efficiently for financial transactions and sensitive document sharing.

Detailed Description

Whether customers require tactical assistance for a VDR setup, extra resources for tasks like redactions or NDAs, or a fully customized solution with automation and complex integrations, Intralinks’ services teams are ready to help. The offering combines pioneering technology, industry expertise, and decades of experience to meet requirements at every stage of a deal or project.

Key Features

  • VDR setup and organization support
  • User and group management
  • Document and folder structuring
  • Integration with other deal services (e.g., redaction, NDA management)
  • Bank-grade security and compliance controls
  • Real-time insights and reporting
  • Lifetime document control with UNshare®
  • Permission and role management

Key Benefits

  • Expert tactical assistance for fast and secure VDR setup
  • Saves time and resources for deal teams
  • Ensures best practices in security and compliance
  • Access to industry-leading technology and experienced support teams
  • Customizable to meet unique deal or project requirements
How It Works
1.Clients engage Intralinks for tactical VDR setup assistance.
2.Intralinks services team helps organize and secure the VDR, set up users, and structure deal files.
3.Additional support is available for redaction, NDA management, and custom integrations as needed.
4.Ongoing support ensures the VDR remains secure and efficient throughout the deal lifecycle.
Documentation
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Who Is It For
  • Advisors who need to present VDR alternatives to clients
  • Deal teams managing M&A, fundraising, or other financial transactions
  • Organizations requiring secure, compliant document sharing and collaboration
  • Clients needing extra resources for VDR setup, redaction, NDA management, or custom integrations
Requirements
  • Engagement with Intralinks services team
  • Access to Intralinks VDR platform
Detailed Sections
What additional services do you provide?

Whether our customers require tactical assistance for a VDR set up, extra resources for tedious tasks like redactions or NDAs or a fully customized solution with automation and complex integrations, Intralinks’ services teams are ready to help. Our services offering combines our pioneering technology, industry expertise and decades of experience to meet any requirement at every stage of a deal or project.

Go forward.

Industry leading security, Global Reach and Reliability, Versatile and User-Friendly Solutions, Best-in-class Support.

  • Industry leading security
  • Global Reach and Reliability
  • Versatile and User-Friendly Solutions
  • Best-in-class Support

Virtual Data Room (VDR) solutions

Intralinks Virtual Data Room (VDR) solutions provide a secure, centralized online platform for sharing sensitive documents, managing due diligence, and collaborating on high-stakes transactions such as mergers and acquisitions. The platform is trusted by 99 percent of the Fortune 1000 and offers advanced security, AI-powered workflows, and granular access controls.

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Product Overview

A virtual data room (VDR) is a secure online platform dealmakers use to share confidential documents and manage M&A due diligence with efficiency and control. Intralinks VDRPro™ delivers advanced features like AI-powered workflows, granular permission settings, and industry-leading security to protect sensitive data and streamline complex transactions. By enabling secure, controlled access and seamless collaboration, Intralinks VDR solutions help sell-side and buy-side teams execute mergers, acquisitions, and other strategic deals with greater speed and confidence.

Detailed Description

Intralinks Virtual Data Room (VDR) solutions provide a secure, centralized online platform for sharing sensitive documents, managing due diligence, and collaborating on high-stakes transactions such as mergers and acquisitions. The platform is trusted by 99 percent of the Fortune 1000 and offers advanced security, AI-powered workflows, and granular access controls.

Key Features

  • AI-powered workflows
  • Granular permission settings
  • Industry-leading security features
  • Real-time access control
  • Controlled access and collaboration
  • Advanced document protection

Key Benefits

  • Secure, centralized sharing of sensitive documents
  • Enhanced deal security and control
  • Streamlined due diligence processes
  • Seamless collaboration among stakeholders
  • Faster, more confident decision-making
  • Trusted by leading global enterprises
Use Cases
  • Mergers & Acquisitions (M&A)
  • Fund Management
  • Financing
  • Syndicated Lending
  • Secure Document Exchange
  • Regulatory, Risk, and Compliance
Documentation
View Documentation
Who Is It For
  • Sell-side and buy-side deal teams
  • Dealmaking professionals
  • Potential buyers, advisors, and partners
  • Organizations involved in mergers, acquisitions, and other strategic transactions
Detailed Sections
What is a virtual data room?

A virtual data room (VDR) is a secure online platform dealmakers use to share confidential documents and manage M&A due diligence with efficiency and control. Trusted by 99 percent of the Fortune 1000, Intralinks VDRPro™ delivers advanced features like artificial intelligence (AI)-powered workflows, granular permission settings and industry-leading security to protect sensitive data and streamline complex transactions. By enabling secure, controlled access and seamless collaboration, Intralinks VDR solutions help sell-side and buy-side teams execute mergers, acquisitions and other strategic deals with greater speed and confidence.

Why use a VDR?

A Virtual Data Room (VDR) provides a secure, centralized platform for sharing sensitive documents with potential buyers, advisors, and partners. It enhances deal security, streamlines due diligence, and enables seamless collaboration throughout high-stakes transactions.

Talking to clients about VDRs

Clients need a VDR that enables fast, confident decisions with strong security and real-time access control.

Intralinks VDR vs. competitors

Discover key virtual data room features and see how Intralinks compares to other VDR providers.

How to choose a virtual data room?

All VDRs are not created equal. See why you should trust us to manage your next deal.

Go forward?

Secure online document sharing solutions

Intralinks VIA® is a secure cloud file-sharing solution that allows users to safely and simply share files with anyone, anywhere, and manage document-sharing processes and policies with ease. It is positioned as a secure alternative to third-party tools like Dropbox, offering high standards in security, reliability, auditing, and performance. The platform is cloud-based, integrates easily with existing infrastructure, and is designed for rapid, organization-wide adoption without capital expenditures for hardware or software.

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Product Overview

SS&C Intralinks provides secure online document sharing solutions that enable enterprise collaboration across organizational, corporate, and geographical boundaries. Their platform offers secure file-sharing, collaborative workspaces, and virtual data room (VDR) solutions, designed to protect sensitive data and facilitate safe, productive collaboration for modern businesses.

Detailed Description

Intralinks VIA® is a secure cloud file-sharing solution that allows users to safely and simply share files with anyone, anywhere, and manage document-sharing processes and policies with ease. It is positioned as a secure alternative to third-party tools like Dropbox, offering high standards in security, reliability, auditing, and performance. The platform is cloud-based, integrates easily with existing infrastructure, and is designed for rapid, organization-wide adoption without capital expenditures for hardware or software.

Key Features

  • Document-level permissions management (download, view, edit, print)
  • Intralinks UNshare® for instant access revocation
  • Secure access, viewing, and editing on any device
  • Native Microsoft Office document support within the secure environment
  • Multi-device sync
  • External sharing with encryption
  • Auditing and performance monitoring
  • Cloud-based integration with existing infrastructure

Key Benefits

  • Control access rights at the document level throughout the entire lifecycle
  • Instantly revoke access to documents at any time, even after distribution or download
  • Collaborate easily on any PC or mobile device, including Microsoft Office documents in their native format
  • Sync documents across multiple devices and share content with external parties
  • Protect sensitive data with encryption, regardless of where files are sent or accessed
  • No need for capital expenditures; quick and cost-effective implementation
  • User-friendly interface for rapid adoption
Use Cases
  • Deal sourcing
  • Legal document management
  • Post-merger integration (PMI)
  • Enterprise collaboration
  • Secure sharing of financials, customer data, and intellectual property
Documentation
View Documentation
Who Is It For
  • Modern businesses needing secure document collaboration
  • Organizations handling sensitive information (e.g., financials, customer data, intellectual property)
  • Enterprises requiring collaboration across networks, systems, and geographies
  • Industries such as M&A, legal, post-merger integration, deal sourcing, and more
Detailed Sections
Secure document sharing collaboration simplified

Modern businesses must collaborate and share documents securely. Intralinks VIA® offers a secure, cloud-based file-sharing solution that is easy to use and manage, providing an alternative to less secure third-party tools.

SS&C Intralinks’ document-sharing technology protects sensitive data.

Intralinks VIA provides a single, secure platform for document sharing and enterprise collaboration, with high standards in security, reliability, auditing, and performance. The platform is trusted by over 90,000 companies and supports a wide range of applications.

Key benefits of document-sharing solutions from Intralinks.

Intralinks’ solutions empower organizations to control access, collaborate easily, and protect sensitive data.

  • Control your access rights: Manage document-level permissions throughout the entire lifecycle, including the ability to download, view, edit and print. Instantly revoke access to documents at any time with Intralinks UNshare®, even after they have been distributed or downloaded to a personal device
  • Collaborate with ease: Access, view and edit documents on any PC or mobile device. Work with Microsoft Office documents in their native format without leaving Intralinks’ secure environment. Sync documents across multiple devices and share content with external parties
  • Protect sensitive data: Share files freely with the knowledge they are armed with encryption that will protect them no matter where they are sent or who accesses them
Want to learn how we can benefit you?

Secure collaboration software

Recognized as the gold standard in secure content collaboration, the proven Intralinks platform delivers a full suite of solutions that safeguards highly sensitive information across the enterprise. The platform is trusted by leading companies globally and is designed to empower clients to leverage Intralinks technology with complete control and confidence.

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Product Overview

Intralinks provides secure collaboration software and secure online document sharing solutions that enable enterprise collaboration across organizational, corporate and geographical boundaries. Intralinks’ secure platform provides tools for file sync and secure file-sharing, collaborative workspaces and virtual data room (VDR) solutions.

Detailed Description

Recognized as the gold standard in secure content collaboration, the proven Intralinks platform delivers a full suite of solutions that safeguards highly sensitive information across the enterprise. The platform is trusted by leading companies globally and is designed to empower clients to leverage Intralinks technology with complete control and confidence.

Key Features

  • Secure file sync and file-sharing
  • Collaborative workspaces
  • Virtual data room (VDR) solutions
  • In-platform tools such as redaction
  • Analytics and reporting
  • Security and permission settings
  • Integration capabilities (APIs and deployment options)
  • AI-powered platform for streamlining dealmaking and collaboration

Key Benefits

  • Safeguards highly sensitive information across the enterprise
  • Enables secure file-sharing and collaboration
  • Provides complete control and confidence in data sharing
  • Supports compliance and regulatory requirements
  • Scalable and functional as organizations grow
  • Strong customer support and dedicated services
Use Cases
  • Mergers & Acquisitions
  • Fund Management
  • Financing
  • Syndicated Lending
  • Secure Document Exchange
  • Regulatory, Risk & Compliance
Documentation
View Documentation
Who Is It For
  • Enterprises needing secure collaboration across organizational, corporate, and geographical boundaries
  • Firms in capital markets and alternative investments
  • Organizations involved in Mergers & Acquisitions, Fund Management, Financing, Syndicated Lending, Regulatory, Risk & Compliance, and Secure Document Exchange
  • Industries such as Energy, High-Tech (TMT), Life Sciences, Legal, Real Estate, Consumer Retail, and Financial Services
Detailed Sections
Solutions

Recognized as the gold standard in secure content collaboration, the proven Intralinks platform delivers a full suite of solutions that safeguards highly sensitive information across the enterprise.

  • Mergers & Acquisitions
  • Fund Management
  • Financing
  • Syndicated Lending
  • Secure Document Exchange
  • Regulatory, Risk & Compliance
Innovative global data sharing solutions

Trusted by leading companies across the globe, leveraging SS&C’s 35+ years of success, our team empowers clients to leverage Intralinks technology with complete control and confidence.

  • 115 offices in 35 countries
  • 91.9% approval rating
  • $44 trillion assets under management
  • 10,000+ M&A deals facilitated each year
  • $672 billion private capital raised last year
  • 48,000+ users added each month
What our customers are saying

Customer testimonials highlight the platform's strong analytics, security, permission settings, in-platform tools, customer support, and scalability.

  • Strong platform with good analytics, security/permission settings, and in-platform tools like redaction.
  • Strong customer support.
  • Understands the PE industry, workflow, and investor/fund connections.
  • Talented, dedicated, responsive, and knowledgeable team.
  • Outstanding support from dedicated CSM.
  • Scalable and functional as organizations grow.
Ready to get started?
Security and Compliance
  • Industry-leading security features, tools, and processes
  • Security and permission settings for content and users
  • Compliance with GDPR and EU Data Act
  • Dedicated Security and Trust resources
  • Full visibility and control across deal teams
API Information
  • Comprehensive suite of integration capabilities
  • APIs and deployment options available

Investor onboarding platform

The Investor Onboarding Platform by SS&C Intralinks provides fund managers with a secure, digital solution to automate and optimize the investor onboarding process. It addresses the inefficiencies and risks of traditional manual onboarding, especially in the context of increased remote work and rising investor expectations for digital experiences.

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Product Overview

The SS&C Intralinks Investor Onboarding Platform is a secure digital solution designed to streamline and accelerate the process of bringing investors into funds. It replaces manual, error-prone onboarding workflows with automated, digital processes, enabling fund managers to onboard capital faster, improve investor experience, and enhance communication through a single secure portal.

Detailed Description

The Investor Onboarding Platform by SS&C Intralinks provides fund managers with a secure, digital solution to automate and optimize the investor onboarding process. It addresses the inefficiencies and risks of traditional manual onboarding, especially in the context of increased remote work and rising investor expectations for digital experiences.

Key Features

  • Automation of onboarding workflows
  • Customizable user profiles for investors
  • Secure, centralized digital portal for all investor communications
  • Digitized Know Your Customer (KYC) process
  • Electronic signature collection
  • Secure video conferencing capabilities

Key Benefits

  • Automates routine onboarding tasks, reducing errors and accelerating the process
  • Enables faster onboarding of investment capital into funds
  • Improves investor experience with customized user profiles
  • Migrates investor communications from email to a secure digital portal
  • Supports innovations such as digital KYC, electronic signatures, and secure video conferencing
  • Helps fund managers attract and onboard new investors more easily
  • Provides a competitive advantage and maximizes investor returns
Use Cases
  • Onboarding new investors into private equity or alternative investment funds
  • Accelerating capital deployment by reducing onboarding delays
  • Enhancing investor relations through digital communication channels
  • Reducing operational risk and manual errors in compliance processes
Documentation
View Documentation
Who Is It For
  • Fund managers
  • General Partners (GPs)
  • Alternative investment firms
  • Private equity funds
  • Limited Partners (LPs) seeking a modern onboarding experience
Requirements
  • Adoption of digital onboarding processes by fund managers
  • Migration from manual or email-based workflows to the Intralinks platform
Detailed Sections
Streamlining the Investor Onboarding Process

How to bring investors into your fund easier and put capital to work faster. Get a competitive advantage and maximize investor returns with a secure digital onboarding solution that LPs want and expect. Traditionally, investor onboarding has not been top-of-mind for fund managers, and migrating from clunky and risky manual processes to streamlined digital platforms has not been a priority. But the pandemic changed all that. With the advent of remote working, a new generation of digital investor relations tools has sprung up, enabling fund managers to attract and bring on new investors easier, communicate faster and even cast a wider net for new capital – which is currently reaching record levels of dry powder.

  • Automating routine onboarding tasks, accelerating the process and reducing errors
  • Creating customized user profiles for a better investor experience
  • Getting investment capital onboarded into the fund faster
  • Migrating investor communications from email to a single, secure digital portal
  • Leveraging innovations like digitization of the KYC process, electronic signature collection and secure video conferencing