A CRM purpose-built for private capital relationships and dealmaking.
Looking for a robust data solution to keep up with the evolving market and increasing competition? It’s no secret that in order to stay ahead, your firm needs to partner with a software solution that can prioritize, protect, and position your data. With Altvia, the market-leading private equity CRM built atop Salesforce, your firm can stop getting by with a generic CRM and start getting ahead with an industry-focused data management solution.
Ditch manual, error-prone data entry. Altvia’s AIM CRM transforms data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.
- Automatic capture of customer relationship interactions.
- Track detailed notes on calls, meetings, and emails.
- Harness 360-visibility by connecting native force.com account and contact records to deals, funds, and investor records.
Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
- Keep all LP information, interactions, and communications in one place to ensure quick access and a holistic view of your fundraising pipeline.
- Use automation to streamline tasks like follow-ups, document distribution, and deal tracking, reducing manual work and minimizing errors.
- Leverage real-time CRM data to make informed decisions and adjust your fundraising strategy on the fly for maximum efficiency.
Close more deals with Altvia’s AIM CRM, built to streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
- Track every stage of your deals, ensuring no opportunity slips through the cracks and your team is always aligned.
- Centralize all deal-related documents, communications, and tasks, making it easy for your team to collaborate seamlessly and move deals forward faster.
- Enhance due diligence efficiency with tailored checklists designed for each evaluation stage.
Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
- Gain unparalleled insight into your deal flow sources, valuation trends, capital-raising, LP communications, and more.
- Leverage dynamic, easy-to-configure dashboards to derive insights.
- Harness the power of visual storytelling to close deals.
Ditch manual, error-prone data entry. Altvia’s AIM CRM transforms data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.
- Automatic capture of customer relationship interactions.
- Track detailed notes on calls, meetings, and emails.
- Harness 360-visibility by connecting native force.com account and contact records to deals, funds, and investor records.
Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
- Keep all LP information, interactions, and communications in one place to ensure quick access and a holistic view of your fundraising pipeline.
- Use automation to streamline tasks like follow-ups, document distribution, and deal tracking, reducing manual work and minimizing errors.
- Leverage real-time CRM data to make informed decisions and adjust your fundraising strategy on the fly for maximum efficiency.
Close more deals with Altvia’s AIM CRM, built to streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
- Track every stage of your deals, ensuring no opportunity slips through the cracks and your team is always aligned.
- Centralize all deal-related documents, communications, and tasks, making it easy for your team to collaborate seamlessly and move deals forward faster.
- Enhance due diligence efficiency with tailored checklists designed for each evaluation stage.
Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
- Gain unparalleled insight into your deal flow sources, valuation trends, capital-raising, LP communications, and more.
- Leverage dynamic, easy-to-configure dashboards to derive insights.
- Harness the power of visual storytelling to close deals.
Hear Why Our Clients Love AIM CRM
“AIM helped us look at our data in a different way. We had been looking very high level and now we are able to break it down and be more specific. We have more accurate and more meaningful data – we can do everything more real-time. We are a lot more efficient.”
Adam Ciborowski
Vice President, RCP Advisors
Read a case study to hear how Altvia’s software can help you as your firm grows, your funds multiply, and your LP base expands.
Resources
Email For Private Equity
AIM integrates with Outlook and Gmail to help you take your relationships to the next level.
Guide: Data For Private Equity
How private equity uses software and technology to gain a competitive advantage.
Blog: Efficiency For Fund Managers
Security, transparency and access to data are basic requirements for fund managers.
Case Study: RCP Advisors
RCP Advisors uses AIM to make better decisions with access to deeper insights and better reporting.
Our Clients' Results Speak For Themselves:
98%
OF ALTVIA CLIENTS
rank Altvia as their #1 firm software.
200+
HOURS SAVED
per person annually on internal workflows.
8 years
IS AVERAGE TENURE
of Altvia’s client base.
Want to get started?
We have a team of experts, with decades of private equity experience, to support system adoption and change management.
