Platform

Purpose-Built Private Equity Software

The Platform Built for the Full Fund Lifecycle

Private equity firms win through disciplined execution and data-driven decision-making. Altvia brings your fundraising, deal execution, portfolio insights, and LP communications into a single connected platform—so teams can operate with precision at every stage of the fund lifecycle. With one source of truth, financial data is reliable, diligence is faster, and LP confidence is easier to earn.

Trusted by Leaders in Private Equity

Built for and backed by Private Equity.

Hundreds of private equity firms have left legacy systems behind 
and now run their firm-wide operations on Altvia.

Private Equity Software

Private Equity CRM, Firm Analytics, Investor Portal & VDR — All in One Platform

Fragmented systems slow deals, increase risk, and create friction with LPs. Altvia is a unified platform designed for the financial rigor and reporting demands of private equity.

How We Help Private Equity IR & Fundraising Teams

Fundraising Is Complex. Your Platform Shouldn’t Be.
IR & Fundraising

See Every LP Relationship in Context

Built for multi-fund capital formation—so LP intelligence compounds across cycles, not spreadsheets.
  • View commitments, re-ups, and mandate history in one place
  • Track soft circles and allocations with precision
  • Capture co-invest appetite and check size preferences
  • Preserve institutional memory beyond individual partners
IR & Fundraising

Structure the Raise With Discipline

Designed for how private equity firms actually close capital—from first meeting to final close
  • Manage stages from intro to commitment
  • Align partners and IR on real-time allocation visibility
  • Track follow-ups, side letters, and reference processes
  • Forecast progress based on engagement signals
IR & Fundraising

Deliver an Institutional LP Experience

Purpose-built to connect CRM, portal, and diligence into one seamless LP journey
  • Connect relationship data directly to portal workflows
  • Monitor document engagement in real time
  • Streamline onboarding and subscription processes
  • Reinforce professionalism at every LP touchpoint

How We Help Private Equity Deal Teams

Execute with Confidence From Sourcing Through Close.
Deal Teams

Institutionalize Your Relationship Network

Structured around the banker and intermediary-driven nature of private equity sourcing
  • Track introductions, coverage, and referral history
  • Preserve deal context across partner transitions
  • Capture sector focus and sourcing angles
  • Centralize relationship intelligence firm wide
Deal Teams

Bring Discipline to Deal Evaluation

Reflecting the real path from teaser to IC memo to signed LOI
  • Standardize stages from teaser to LOI
  • Assign ownership across sourcing and diligence
  • Centralize notes, materials, and IC prep
  • Maintain shared pipeline visibility
Deal Teams

Connect Sourcing to Investment Performance

Because deal flow quality—not volume—drives fund performance
  • Analyze channel performance across bankers and proprietary sources
  • Track conversion from first meeting to close
  • Identify sector and geography trends
  • Refine sourcing strategy with real data
Client Success Story

RCP Gets Insightful Data Through Enhanced Reporting

Free up your team’s time to focus on high-impact work instead of chasing updates.

RCP Advisors is a private equity investment management firm that provides access to lower middle market private equity fund managers through funds-of-funds and through direct co-investments. The firm is invested in nearly 100 funds and close to 1,000 underlying portfolio companies and while each of the members on the firm’s investment committee is familiar with a specific part of the portfolio, it is impossible for all of them to closely follow the entire portfolio because of the firm’s size.

“Since 2005, RCP has been using Altvia to track fundraising, investment due diligence, and portfolio management.”

  • Andrew Nelson, Principal
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See Altvia’s Platform in Action

Learn how Altvia helps you unlock intelligence, deepen relationships, and drive performance across every fund, strategy, and stakeholder.

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