Private Capital CRM

Unmatched Workflow Automation for Private Capital

Unlock productivity, strengthen relationships, and accelerate outcomes with Altvia’s CRM

Purpose-built on Salesforce, designed for the complexities of private markets.

Purpose-Built for Private Capital

Data Management That Delivers Measurable ROI

The flexible power of Salesforce—verticalized for private capital.

Eliminate manual processes and unify your firm’s data in one connected system. Altvia’s CRM enables your team to capture, organize, and act on data—so you can focus on winning deals, advancing relationships, and delivering results.

Centralize Your Data

Run your firm operations from a single source of truth. Connect every touchpoint, eliminate silos, and keep your team aligned.

  • Bring LP, deal, and interaction data into one platform.
  • Eliminate silos with a single, accurate source of truth.
  • Keep teams aligned with shared, real-time insights.

Automate Data Entry

Manual data entry kills momentum. Altvia streamlines data ingestion workflows so you can focus on high-value work.

  • Log interactions instantly via AIMe or in CRM.
  • Capture detailed notes from calls and meetings via AIMe or in CRM.
  • Ingest emails directly from your inbox—no manual workarounds.

Visualize Data Trends

Ditch the spreadsheets. See the story your data’s telling and act on it.

  • Pinpoint opportunities and trends across teams.
  • Use dynamic dashboards to surface insights fast.
  • Leverage visual storytelling to accelerate decisions and close deals.
Purpose Built AI

Meet AIMe, Altvia's AI Assistant

Unlock Productivity and Drive Faster Outcomes

AIMe is Altvia’s AI assistant for private capital—surfacing insights, automating tasks, and simplifying data entry so you can focus on deals and relationships.

 

  • Surface key insights from interactions, notes and workflows
  • Enables fast natural language prompts—no learning curve
  • Built to meet the pace and complexity of private capital
Talk to Our Team

Run a Smarter, More Connected Firm

A purpose-built platform to help your team move faster, stay aligned, and operate with confidence.

Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance across every fund, strategy, and stakeholder.

Get in Touch

Fill out the form below with your work email to be routed to a calendar to select your meeting time.