AIMe - AI Assistant
AI Built for Private Capital
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.
Purpose-Built AI
Embedded Platform Intelligence. Real ROI.
Work faster, reduce manual lift, and stay focused on returns.
AIMe lives inside your workflows—answering questions, logging activity, and summarizing data in seconds. It cuts busy work so your team can prioritize decisions that drive performance.
Connect and Activate Your Data
AIMe links your front-end tools (CRM, email, Slack) with back-end systems, enabling real-time, bi-directional data flow—surfacing what matters and writing back what’s needed.
Make Faster, Smarter Decisions
AIMe gives teams instant access to key insights pulled from firm data—so they can act quickly and confidently.
Simplify Data Entry at the Source
Log calls, summarize meetings, and update records instantly using natural language or voice—saving time and improving accuracy.
Eliminate Admin Drag and Busy Work
AIMe automates repetitive tasks so your team can focus on high-value work, not manual busywork.
Save time with Purpose-Built AI
How AIMe is Used Across Teams
AIMe helps your firm make smarter decisions faster by surfacing data at your fingertips when you need it most.
How Fundraising Teams Use AIMe
- Instantly query contacts, relationships, and LP activity
- Enter investor interaction data via text or voice
- Create tasks and follow-ups on the fly
- Track and summarize pipeline progress
How Deal Teams Use AIMe
- Instantly query contacts, deals, and team activity
- Enter key interaction data faster via text or voice
- Summarize companies or deals
- Track deal pipeline progress
- Conduct market research using AIMe’s Research Agent
Webinar
Don’t Just Take Our Word for It…
Watch a brief demo of AIMe from our recent webinar. Click the button below to access the full recording with more demos of AIMe.
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.