Altvia was selected as a finalist in two categories for The Drawdown Awards 2024: CRM & Deal Origination Technology and Investor Relations Technology. We are thrilled to announce that on June 13, 2024, at the awards ceremony in London, Altvia won the CRM & Deal Origination Technology category. This marks Altvia’s first time being nominated and winning this prestigious award.
The Drawdown Awards celebrate excellence and innovation within private fund operations and we are honored to be considered amongst several other leading service providers for the European private equity industry.
The extensive judging process, based on the views of a panel of leading private capital fund COOs, CFOs, CCOs, GCs, and CTOs, ensures these awards stand out from the crowd as ‘ones to win’ and they aim to act as a catalyst to drive up service standards and operations across the sector.
CRM & Deal Origination Technology
Altvia, a leading provider of CRM and deal origination software for private capital markets, provides alternative asset professionals with first-hand access to proprietary deals in the market, giving them a competitive edge.
As the volume of dry powder reaches unprecedented heights, investment professionals face mounting pressure to source high-yield opportunities to deploy capital. This necessitates a delicate balance of strategic foresight, market intelligence, and adept networking skills. As the market is flooded with competition, the quest for distinctiveness in deal flow management is paramount – making the need for a robust operational infrastructure for deal origination execution paramount.
Altvia’s comprehensive AIM CRM empowers dealmakers to seamlessly transition their key relationships into the digital realm. And by streamlining the management of key connections, AIM enhances efficiency and effectiveness in deal sourcing and execution.
For more information on how Altvia’s AIM CRM and deal management software can help you source and win more deals, visit altvia.com/aim-crm.
Investor Relations Technology
Altvia and Passthrough’s innovative and first-of-its-kind integrated solution links data normally trapped in sub docs with Altvia’s AIM CRM via a powerful, custom integration, OnboardingBridge.
Investors expect a streamlined onboarding experience where they don’t need to provide duplicative information, while fund managers need real-time visibility into the status of their raise and a single source of truth for their teams. That’s what OnboardingBridge solves.
A fund manager’s CRM needs to be a reliable, single source of truth for the whole firm to use the data in it to make smarter decisions. OnboardingBridge—the first integration that connects sub docs with a purpose-built CRM for private equity—means information normally trapped in a sub doc automatically updates Altvia’s AIM CRM in real-time, and vice versa.
OnboardingBridge allows fund managers to use data already in Altvia’s AIM CRM to prefill a subscription document, invite investors to the platform to complete their agreement, and once the new limited partners complete their documents, both the investor’s information and status are automatically updated. That investor’s data can also be reused when they reinvest in a future fund.
For more information about our streamlined LP onboarding solution, visit altvia.com/partnerships/passthrough.
We’re honored that The Drawdown Awards has chosen to recognize our industry-leading innovation!
