Blog
ALTVIA CEO TO MODERATE AT INVESTOR RELATIONS MARKETING & COMMUNICATION FORUM
Altvia’s Kevin Kelly joins panel to facilitate Fundraising campaign management: sharing war stories. Leading private equity software provider Altvia Solutions, LLC (Altvia) announced today that CEO Kevin Kelly will join the panel discussion “Fundraising campaign...
10 Reasons Why Using Excel for Fund Management Doesn’t Work
When first getting to know our private equity clients, we discuss what methods they are currently using, and often that answer is Excel. Private equity firms ended up looking for a new solution when they reached the limits of the system, which without a doubt is...
5 Reasons to Reconsider Salesforce for Fund Management
Why the leading CRM needs a little more for alternative investing. Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management. Altvia's product, AIM is a platform built within...
Case Study: Edge Natural Resources Is on Top of Their Game with an Integrated CRM Solution from Altvia
Edge Natural Resources is an energy private equity firm that focuses on opportunities in upstream exploration and development.
Adopting Technology in Your Firm to Power Your Deal Management
In a recent post, we shared how important it is to properly implement technology in order to realize the full organizational impact of technology on your firm. The industry agrees—technology is a powerful tool to gain visibility and improve the investor experience....
How Deal Teams Benefit From Better Access to Data
We’re always working to improve and develop new functions and features for our suite of solutions, but it doesn’t stop there. We also want to ensure that our clients have all the support that they need, when they need it, so we are proud to announce the launch of a brand new Altvia Community.
Are You Personalizing Your Investor Relations Communications?
Capital markets tend to be in a continual state of evolution. With new regulations, unsettled international economies, shifts in investor goals, and new approaches to decision making, 2019 is likely to be another year of significant change. As a result, firms will...
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