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.
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.
Differentiation is the result of efforts to stand out as a provider of unique value to customers versus the competition.
Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box.
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.
Investing in the firm’s future – or not – could mean the difference between growth and stagnation.
The traditional CRM is built for “customer” scenarios and provides a generic solution that many industries can use.
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?
Today’s software not only brings the kind of efficiency both firms and Limited Partners expect, but it also differentiates you from the competition.