Fundraising and Marketing Software
Target Investors.
Raise Capital.
Showcase Success.
Meet AIMPro for Fundraising - A New Way To Raise Capital
Track investor engagement, monitor pipeline progress, and manage communications from one streamlined view—no more clicking around. Engage investors faster, raise capital more efficiently, and scale with ease, minimizing time spent on admin tasks and workflows.
Secure Capital. Strengthen Relationships. Click Less.
Manage every touchpoint, from calls and emails to meetings, ensuring timely follow-ups and personalized investor communications.
Stay on top of your fundraising pipeline with real-time tracking, goal monitoring, and forecasting to drive efficient capital raises.
With out-of-the-box workflows designed specifically for fundraisers, AIMPro for Fundraising increases team adoption with an intuitive and seamless experience.
What's Included
Compressed CRM Workflows
Stop clicking around your CRM. Streamline fundraising in one consolidated, intuitive place.
Best Practice Reporting
Make strategic decisions with AIMPro Insights’, out-of-the-box dashboards filled with high-quality investor data.
Auto Email Logging
Automate your email logging workflow with our ability to automatically sync emails and calendars directly into our AIM CRM.
Firm-wide Solution
We recognize that a firm isn’t just comprised of fundraisers. AIMPro solves a firm-wide data problem by consolidating investor information into one source of truth.
#1 CRM Power
AIMPro for Fundraising is uniquely positioned to leverage the Salesforce infrastructure and robust ecosystem to help fundraising professionals excel in capital raising.
Accelerate Capital Raises and Forge Stronger Investor Relationships.
Struggling with slow fundraising and scattered communications? Altvia’s purpose-built software helps you streamline interactions, manage investor relationships, and showcase your fund’s strategy with precision, driving faster capital raises and stronger transparency.
Efficiently manage your fundraising pipeline and accelerate efforts with Altvia’s purpose-built platform. Focus on what matters most: building relationships.
- Maintain a centralized repository of investor profiles and interactions, ensuring a personalized approach at every stage of the fundraising cycle.
- Tailor workflows to match your firm’s unique fundraising processes, reducing administrative burden and improving team efficiency.
- Access real-time analytics and reporting on fundraising progress and campaign effectiveness to make data-driven decisions.
Strengthen investor relationships and instill trust with transparent communication and reporting. With Altvia’s powerful software, a firm can seamlessly build investor confidence and satisfaction capitalizing on their brand reputation.
- Leverage our best-in-class LP portal and virtual data room, ShareSecure, to securely distribute documents and engage with investors and key stakeholders.
- Provide investors with immediate access to detailed performance reports, showcasing fund metrics and investment insights with clarity and accuracy.
- Tailor communications and updates to individual investor preferences, fostering a personalized and responsive investor experience.
Save time managing mailing lists with accurate reports and real-time syncing. Easily update or add contacts on the fly. Create polished emails using a template library and preview feature for quality assurance. One central system manages mass communications for prospecting, fundraising, deals, roadshows, and more.
- Smart list builder with real-time contact syncing.
- Send to up to 50,000 contacts per campaign.
- Auto de-duplication and advanced scheduling.
- Internal compliance monitor with BCC’s.
- Unsubscribe technology and tracking for compliance.
Efficiently manage your fundraising pipeline and accelerate efforts with Altvia’s purpose-built platform. Focus on what matters most: building relationships.
- Maintain a centralized repository of investor profiles and interactions, ensuring a personalized approach at every stage of the fundraising cycle.
- Tailor workflows to match your firm’s unique fundraising processes, reducing administrative burden and improving team efficiency.
- Access real-time analytics and reporting on fundraising progress and campaign effectiveness to make data-driven decisions.
Strengthen investor relationships and instill trust with transparent communication and reporting. With Altvia’s powerful software, a firm can seamlessly build investor confidence and satisfaction capitalizing on their brand reputation.
- Leverage our best-in-class LP portal and virtual data room, ShareSecure, to securely distribute documents and engage with investors and key stakeholders.
- Provide investors with immediate access to detailed performance reports, showcasing fund metrics and investment insights with clarity and accuracy.
- Tailor communications and updates to individual investor preferences, fostering a personalized and responsive investor experience.
Save time managing mailing lists with accurate reports and real-time syncing. Easily update or add contacts on the fly. Create polished emails using a template library and preview feature for quality assurance. One central system manages mass communications for prospecting, fundraising, deals, roadshows, and more.
- Smart list builder with real-time contact syncing.
- Send to up to 50,000 contacts per campaign.
- Auto de-duplication and advanced scheduling.
- Internal compliance monitor with BCC’s.
- Unsubscribe technology and tracking for compliance.
Additional Resources
Ready to showcase your firm’s edge and fundraise faster?
Discover how Altvia can elevate your fundraising strategy. Schedule a meeting today and unlock the solutions that will help you achieve your next fundraising target.
