Use Cases
fundraising, screening, deal-sourcing, portfoilio-monitoring, investor-relations, reporting
Integrations
box, crunchbase, docusign, linkedln, mmd, pitchbook, preqin-data, salesforce, slack, sutton-place-strategies
Office Functions
front-office, middle-office

Altvia

Altvia stands as a trailblazer in offering cloud-based solutions specially curated for alternative asset fund managers, institutional investors, and impact investors. Leveraging the potential of Salesforce, it offers a fully integrated solution that adapts to the evolving dynamics of the GP-LP relationship in a rapidly changing market with escalating performance expectations. The platform is fortified with features that facilitate effective fundraising, seamless capital deployment, astute portfolio monitoring, and fostering LP loyalty. It encapsulates comprehensive workflow management, contact management, and relationship mapping capabilities, with an emphasis on automation for efficiency. Its innovative deal flow management allows for mobile-enabled deal additions to pipelines and the integration of data from renowned providers for a comprehensive market view. With features facilitating direct GP-LP communication, real-time LP visibility, and interactive dashboards for trend analysis, Altvia aims to redefine CRM solutions in the financial sector.

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