Altvia translates data into intelligence for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors. As the premier provider of flexible, web-based software solutions in private equity, Altvia combines technology with a proven process to fundamentally improve the communication and relationship between GPs, LPs and Portfolio Companies. Founded in 2006, Altvia has grown to serve customers on six continents, and continues to expand its operations across the globe.
CRM
Private Equity CRM
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future.
AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.
With Altvia Care, you get the best of both worlds: comprehensive support for our suite of products and access to a consulting team that rivals the best Salesforce.com and technology consulting firms out there.
On top of that, we understand your business. Working exclusively within the private equity ecosystem, we realize that a multi-family office is different from a middle market buyout fund, and we know how to customize your system to reflect those differences.
Leveraging best practices and a proven process for success ensures you get the most from your investment, and allows you to differentiate yourself by unleashing the power of your relationships and data. With Private Equity consulting and professional services through Altvia Care, you have people you can depend on to resolve challenges and optimize your operations, so you can focus on your business.
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