Automate investor relations with a private equity platform

With the COVID-19 pandemic creating physical distance between investors and fund managers, frequent communication is even more paramount. Firms historically struggle to create a consistent and clear flow of information with their LPs, causing…



fund management software

The Role of IT Director in Buying Fund Management Software

Because SaaS products are, by definition, hosted remotely and often supported remotely as well, the role of IT in researching and evaluating options is growing increasingly unclear.
private equity platform

Private Equity Operational Efficiency: 3 Steps to Differentiate

With increasing pressure from investors about fees, and fierce competition across the industry, private equity CFOs are looking for new ways to streamline and stand out.

3 Ways to Gain Data-Driven Insight for Private Equity Firms

You’d think with all of the capital involved, that Private Equity firms (PE) would embrace technology with open arms, but the opposite is true—PE firms are notoriously slow and resistant to adopt new technologies.


Managing Big Data With AIM Private Equity Software

Taking the time to carefully assess all of the different types of data you’ll be merging before you begin migrating data will help ensure that records are imported correctly and that the process flows smoothly.

4 Steps To Fund Manager Software Implementation Success

When you’re selecting a data management system and/or an implementation technology partner, it’s critical to work with a team that understands your industry and has experience implementing software for other fund managers.

Four Areas to Consider During the Fundraising Process

Private equity success is highly dependent on your ability to successfully fundraise. In the past, much of the fundraising process and related communication were managed manually.

Deal Flow

deal management

Finding Deals by Tracking Deals: How A Data-Driven Approach Can Improve Deal Management

There was a time when the keys to effective deal management were the experience and instincts of the players involved in the deal.

What’s the Deal with All These Deals?

After a record year, 2021 started off strong and Q1 showed an increase in investment, exit, and fundraising activity over the prior year’s first quarter.
deal management

Deal Flow and Deal Management Technology

Perhaps more so than in any other industry, decision making is critical to success in private equity and venture capital.

Investor Relations​

investor relations tool

How to Adopt a Data-Driven Approach for Investor Relations Success

To develop an effective IR strategy, teams must understand how to best interact with investors, be visible, and adapt to market changes to ensure effective communications.
fund management

How to Stand Out in a Sea of Annual Meetings

To stand out from the crowd of managers vying for LPs’ attention, GPs are putting much more effort into their annual meetings.

Service Secrets that Lead to Repeat Investments

While the management stage of the investor relationship is all about earning trust and anticipating needs, the next stage—service—is where best-in-class firms truly differentiate themselves from the competition.


PE Tech

Kjael Skaalerud, CRO, Shares Expertise in PE Tech Webinar

Recently, Altvia Chief Revenue Officer, Kjael Skaalerud, joined other private equity industry experts in a webinar titled Massive Tech Upgrade: How Does It Help PE?

Changes to AIM from Salesforce Summer ’21 Release

You can now work through list views for any object included in your navigation bar with a split-screen that provides a full-record view of a selected record and keeps you rooted in the context of the list you accessed it from.

Technology, Security, & Intelligence Influence in Private Equity

Altvia’s SVP, Industry Solutions & Strategy, Jeff Williams led a panel on Technology, Security, & Intelligence Influence in Private Equity at the 9th annual Private Equity US Spring Forum hosted by Markets Group.

Preferred Return Podcast

The Future of GP-LP Matchmaking in Private Markets

waiting on the world to change

Waiting on the World to Change

Preferred Return Podcast

The Private Equity Techstack Podcast

This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.

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