Related Customers:

 

RCP Advisors

 

 

Crosslink Capital

View All Customers

 

 


At Altvia, we help you differentiate yourself in today’s market by unleashing the power of your relationships and data. At the core is AIM – a flexible, fully integrated solution with over ten years of development that works the way Private Equity thinks.

Based on the Salesforce platform, AIM enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is also Lightning ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.

“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

BUSINESS SOLUTIONS INCLUDE:

LIGHTNING READY

• Gain ease-of-use and greater adoption of AIM with a simplified user interface designed for fast navigation, powerful data visualization, and personalization of your user experience

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.

 


At Altvia, we help you differentiate yourself in today’s market by unleashing the power of your relationships and data. At the core is AIM – a flexible, fully integrated solution with over ten years of development that works the way Private Equity thinks.

Based on the Salesforce platform, AIM enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is also Lightning ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.

BUSINESS SOLUTIONS INCLUDE:

LIGHTNING READY

• Gain ease-of-use and greater adoption of AIM with a simplified user interface designed for fast navigation, powerful data visualization, and personalization of your user experience

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