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What is a Private Equity Technology Assessment?

Leverage technology to build confidence in any investor relationship One of the questions we frequently get asked by our clients is “What are Private Equity best practices and what is everyone else doing that I should be doing?” We are excited to announce our Private...

4 Best Practices for Deal Sourcing

Best practices for your private equity firm's deal sourcing strategy. New deal sourcing is the lifeblood of your private equity firm. And yet, research has shown that nearly 70% of PE firms in the United States close 3 deals or less in a year. Deal sourcing activities...

4 Steps To Differentiate In Private Equity

How firms embrace technology to differentiate in private equity With many new private equity firms popping up virtually overnight, differentiation in private equity has become a critical success factor to stand out for firm the firm’s growth. Differentiation can be...

CHANGES TO AIM FROM SALESFORCE WINTER ‘20 RELEASE

The Salesforce Winter ‘20 Release will roll out on October 4th and 11th. Below are a few features that will be especially helpful for you and your firm. If you would like a more in-depth walkthrough of these features, please contact our Altvia Care team at...

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