“I think it [AIM] helped us look at our data in a different way. We had been looking at it very high level and now we are able to break it down and be more specific. We have more accurate and more meaningful data and we can do everything more real-time. I think we became a lot more efficient.”


– Adam Ciborowski, Vice President, RCP Advisors

Related Customers:

 

RCP Advisors

 

 

Crosslink Capital

View All Customers

 

 

Altvia translates data into intelligence. We connect your operational data, LP portal, communication network and accounting system to give you a cohesive view of your business and the competitive edge that puts you years ahead of the competition.

Altvia’s Alternative Investment Management (AIM) is the premier Salesforce Private Equity CRM solution to consolidate, integrate and organize your data and relationships. This easily adoptable system improves operational efficiency by seamlessly connecting your data and workflows to provide a flexible solution for data management and reporting as well as greater transparency between fund managers, institutional investors and portfolio companies.

BUSINESS SOLUTIONS INCLUDE:

Reports and Dashboards

• Gain new insights from your fundraising and investing efforts with customized reports and dashboards within AIM that arm you with actionable information anytime and anywhere

Contact and Activity Management

• Track information about the people and organizations with whom you communicate as well as records and document engagements for compliance

Fundraising and Investor Relations

• Track fundraising progress in detail, easily generate reports on fundraising progress, and proactively manage investor relationships

Desktop Integration

• Easily integrate productivity tools including Microsoft Outlook and Excel with AIM

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

Altvia translates data into intelligence. We connect your operational data, LP portal, communication network and accounting system to give you a cohesive view of your business and the competitive edge that puts you years ahead of the competition.

Altvia’s Alternative Investment Management (AIM) is the premier Salesforce Private Equity CRM solution to consolidate, integrate and organize your data and relationships. This easily adoptable system improves operational efficiency by seamlessly connecting your data and workflows to provide a flexible solution for data management and reporting as well as greater transparency between fund managers, institutional investors and portfolio companies.

BUSINESS SOLUTIONS INCLUDE:

Reports and Dashboards

• Gain new insights from your fundraising and investing efforts with customized reports and dashboards within AIM that arm you with actionable information anytime and anywhere

Contact and Activity Management

• Track information about the people and organizations with whom you communicate as well as records and document engagements for compliance

Fundraising and Investor Relations

• Track fundraising progress in detail, easily generate reports on fundraising progress, and proactively manage investor relationships

Desktop Integration

• Easily integrate productivity tools including Microsoft Outlook and Excel with AIM

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

“I think it [AIM] helped us look at our data in a different way. We had been looking at it very high level and now we are able to break it down and be more specific. We have more accurate and more meaningful data and we can do everything more real-time. I think we became a lot more efficient.”


– Adam Ciborowski, Vice President, RCP Advisors

Related Customers:

 

RCP Advisors

 

 

Crosslink Capital

View All Customers

 

 

800.914.9120  303.565.5922

800.914.9120