White Paper | Key Workflows & Data Points in Fundraising & Investing
Keeping LPs informed and engaged is a complex process. LPs commonly request their capital call history or updates on the status of a portfolio company.
White Paper | Customizing Salesforce for Fund Managers
The Salesforce platform can be an invaluable tool to fund managers see king to streamline fundraising, more effectively manage their portfolios, and gain a competitive advantage over competing funds.
White Paper | Four Steps to Differentiate in Private Capital Markets
Differentiation is the result of efforts to stand out as a provider of unique value to customers versus the competition.
White Paper | Four Benefits of Salesforce for Private Equity
Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box.
White Paper | 7 Key Differences between Altvia and Salesforce with a Consultant
Many fund managers in the private capital markets come to Altvia while also evaluating consultants to customize the Salesforce CRM for deal flow management and investor relations.
White Paper | Differentiate With Data To Drive Growth For Private Capital Markets
Investing in the firm’s future – or not – could mean the difference between growth and stagnation.
Free Guide | The PEriodic Table of Technology
The traditional CRM is built for “customer” scenarios and provides a generic solution that many industries can use.
Free Guide | Buyer’s Guide 2.0: Establishing & Evolving a Tech Stack in Private Capital
Talk of digitization and digital transformation are hot topics for all industries, but especially for Private Equity and Venture Capital in the current climate. Why?
Free Guide | The Buyer’s Guide to Technology
Today’s software not only brings the kind of efficiency both firms and Limited Partners expect, but it also differentiates you from the competition.