Blog

4 Benefits Using Salesforce for Private Equity

Salesforce is the world’s CRM powerhouse—here’s why that’s a good thing for Private Equity There are common misconceptions about Salesforce for Private Equity. Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box....

Best Practices for Remote Private Equity Annual Meetings

For many years, the standard regarding private equity annual meetings has been to conduct in-person gatherings or, at least, hybrid meetings. The COVID-19 pandemic has, of course, caused firms to rethink that practice. Now, the industry has shifted to remote annual...

Introducing a new way to send PPMs from AIM

Altvia is built for Private Capital. One of the many features that make it great for fund managers is the ability to send PPMs. This solves a real problem: the platform maintains a copy of your PPM template and dynamically stamps each PPM you send with the name of who...