Author: Altvia Growth

Rethinking the Raise: Four Pillars for a New Era of Fundraising

Posted on November 5, 2025 by - Fundraising Strategy

A Market Under Pressure

Private capital fundraising has entered a new era—defined by longer cycles, sharper scrutiny, and higher expectations. According to Preqin, the median PE fundraising timeline has jumped from 14 to 19 months in just two years, a 35% increase. Nearly 90% of LPs now report receiving GP extension requests (Coller Capital), reflecting tighter liquidity and deeper diligence. Global fundraising volumes reinforce the trend: down 35% in Q1 2025, with fund closings off by 34% (Paul Weiss).

For GPs, this new environment creates real pressure. Every month spent on the road compresses IRR, while rivals get more time to court the same LPs. Meanwhile, new SEC requirements like the Form PF update (effective June 2025) mandate faster, more granular reporting, raising the bar for operational rigor.

LPs aren’t just assessing past performance—they are evaluating how firms run the fundraising process itself. They want clarity of thesis, transparency of data, disciplined communication, and evidence of partnership readiness. These demands crystallize into four partner-level pillars: Story, Data, Communication, and Relationship Intelligence. And, spoiler alert, a technology platform that’s built for PE workflows is the connective tissue enabling all four.

Pillar 1: Story — Clarity Is Currency

Your story is no longer optional; it’s a gating factor. LPs must be able to repeat it credibly in two sentences to their allocation committees.

  • Generic: “We target fragmented markets with favorable demographics.”
  • Differentiated: “We acquire rural outpatient clinics producing $3.8B EBITDA annually, trading 25% below urban comps due to regulatory hurdles. Our team doubled margins at three acquisitions. We target 22–24% net IRR and 2.0× DPI in five years.”

The second is specific, credible, and repeatable—exactly what LPs need. Your CRM platform ensures consistency by automatically syncing KPIs, track record visuals, and updates across decks, DDQs, and LP portals, reducing the risk of discrepancies that erode trust.

Pillar 2: Data — From Static Numbers to Living Proof

In Preqin’s 2025 survey, 73% of LPs cited inconsistent reporting as their top frustration. Data that is scattered or delayed slows processes and undermines confidence. Today’s baseline expectation: centralized, transparent, and comparable reporting.

Best practice includes:

  • Standardizing reporting formats, fee disclosures, and communication templates. Centralizing performance history, portfolio updates, and communication in one secure portal.
  • Presenting not just results but drivers—margin expansion, exit multiples, deployment velocity.

Technology’s role here is pivotal. Native integration between CRM, data room, and reporting platforms eliminates version conflicts and manual reconciles, while audit-ready trails reinforce trust.

Pillar 3: Communication — Cadence Builds Confidence

Every interaction is a test. LPs interpret communication as a proxy for how you’ll operate post-close. Top-performing GPs establish predictable cadences: publishing calendars with milestones like deck freezes, data refreshes, and target closes, and sending updates within 24 hours if timelines shift.

Candor is equally critical. A same-day update explaining why a deal fell through builds more confidence than silence or spin. Technology reinforces this discipline by automating workflows, sending reminders, triggering LP-specific updates, and ensuring consistency across every touchpoint.

Pillar 4: Relationship Intelligence — Partnership Readiness in Practice

Fundraising is less about transactions than signals of partnership quality. LPs evaluate how you listen, coordinate, and preserve context.

Relationship intelligence means:

  • Capturing every interaction and feedback loop.
  • Tracking LP behavior in portals and prioritizing those who engage deeply.
  • Acting on repeated concerns to demonstrate adaptability.

To enable this partnership, purpose-built CRMs integrated with portals and workflows ensure institutional memory—so even with team turnover, LPs experience seamless continuity instead of repeated questions.

Integrated Technological Platform — The Foundation That Scales Trust

Across all four pillars, integrated technology is the foundation. It:

  • Provides structure: unified platforms eliminate manual reconciles.
  • Signals maturity: workflows and audit trails demonstrate polish.
  • Enhances service: LP portals, proactive alerts, and tailored dashboards build trust and drive re-ups.

Carried forward post-close, this infrastructure ensures continuity: automated reporting in hours, real-time dashboards, and seamless handoffs across teams. GPs who embed technology in their fundraising process not only raise capital more efficiently—they build lasting, compounding partnerships.

Where Altvia Fits

Altvia brings the four pillars together in one purpose-built platform for private capital:

  • Unify your story: sync KPIs and track record visuals across decks, fundraise datarooms, and portals.
  • Centralize your data: standardize disclosures and maintain version control in a secure, audit-ready environment.
  • Operationalize communication: automate calendars, updates, and variance notes triggered by LP activity.
  • Build institutional memory: capture every touchpoint and preference, ensuring continuity across vintages.

Altvia Advantage: With a unified data model spanning CRM, LP portal/VDR, analytics, and workflows, Altvia delivers the institutional polish LPs notice.

Read more in our free Rethinking the Raise eBook here! Don’t worry, we don’t need your information to access it either.

👉 Ready to see how it works? Request a Demo

From Headaches to High Performance: What IR Leaders Learned at the PEI IR Member Meeting

Posted on October 28, 2025 by - Investor Relations & LP Experience, IR Technology, Private Equity Technology

At the recent PEI IR Member Meeting, investor relations professionals came together to compare notes on what’s working—and what’s not—as they navigate another year of evolving LP expectations, data complexity, and pressure to fundraise faster.

Across three sessions, a clear theme emerged: the future of IR is digital, data-driven, and deeply human. Teams are learning how to modernize their systems and workflows without losing the trust and relationships at the heart of private capital.

Here are the biggest takeaways and how leading firms are turning common challenges into opportunities for efficiency, insight, and stronger LP relationships.

1. Turning Data Chaos into Clarity

Many IR leaders shared familiar frustrations: messy CRM data, disconnected systems, and difficulty getting a true picture of LP activity. Some teams have even switched CRMs in search of better usability, while others are investing heavily in cleanup projects between fundraises.

The lesson was simple: data quality is everything. A CRM is only as valuable as the information inside it—and without connected systems, firms can’t act quickly or confidently.

Modern IR teams are focusing on unifying data across platforms and automating the flow between CRM, accounting, and investor portals. The goal isn’t just clean data; it’s usable data that fuels better decisions, faster fundraising cycles, and more meaningful LP communication.

That’s where integrated platforms prove their worth—offering one connected source of truth and automation that eliminates manual errors and guesswork, while providing clarity for the entire firm.

2. Technology Should Strengthen Relationships, Not Replace Them

As AI and automation take center stage, IR professionals were quick to emphasize one truth: technology can make you faster, but relationships are still the currency of private capital.

The best-performing firms are using automation to enhance personalization, not diminish it. Tools like AI note summarization, contact mapping, and engagement tracking are helping teams anticipate LP needs and deliver more relevant updates.

For smaller teams, this shift is especially powerful—replacing hours of manual reporting with intelligent workflows that surface insights instantly. The freed-up time allows professionals to focus on what matters most: building and maintaining trust through consistent, transparent communication.

The roundtable discussions made it clear: digital infrastructure isn’t about replacing the human touch; it’s about scaling it.

3. Building the Infrastructure for Confident Growth

With so many new tools entering the market, firms are balancing innovation with caution. Security, compliance, and scalability are top of mind — especially as AI becomes embedded in CRM and investor communication workflows.

Participants stressed the importance of data stewardship and responsible automation. A well-governed system — one that can grow alongside the firm without sacrificing accuracy or oversight — has become a competitive differentiator.

The most forward-thinking IR teams are implementing flexible, secure systems that can handle multi-fund operations, new communication channels, and increasingly complex LP requirements. Their systems aren’t just functional; they’re future-ready, providing confidence that as the firm expands, its data and relationships remain protected.

Bridging the Digital and the Human

The takeaway from the PEI IR Roundtable wasn’t about adopting more technology—it was about adopting the right technology. The firms gaining ground are the ones connecting data, automating intelligently, and empowering their people to focus on relationships rather than administration.

When digital systems, automation, and human expertise work in harmony, IR becomes more than a back-office function—it becomes a strategic driver of growth, trust, and investor confidence.

That’s the new benchmark for investor relations—and it’s where the future of private capital is headed.

Learn how Altvia helps private capital firms unify data, strengthen LP trust, and scale growth.
 👉 Request a Demo

AGM Best Practices—From an LP’s Perspective

Posted on August 12, 2025 by - Investor Relations & LP Experience, LP Communication & Engagement

For most private equity firms, the Annual General Meeting (AGM) is a major tentpole event—an opportunity to demonstrate transparency, strengthen relationships, and showcase the firm’s strategy and performance. But with LP calendars packed tighter than ever, delivering a standout AGM requires more than just good content. It demands empathy, precision, and thoughtful execution.

“An AGM is a marketing moment. Treat is as a brand-defining experience, not just a report-out.”

At a recent PEI IR Network roundtable, we heard directly from an LP about what makes an AGM truly valuable—and what causes fatigue. Here are the key takeaways, and a downloadable checklist to help you plan your next AGM through the LP lens.

1. Timing is Everything

Don’t just pick a date—ask first.
Proactively check in with your key LPs to avoid conflicts with other manager AGMs. Remember, 

LPs are juggling dozens of events a year.

Consistency builds trust.
Stick to one AGM annually, and aim for consistency in timing and location. Frequent changes—especially multi-city roadshows—add unnecessary complexity for LPs.

Keep travel in mind.
Be mindful of other large events happening in your host city that may drive up travel and hotel prices.

Consider LP/prospect balance.
Balance prospects vs. existing LPs by planning divided sessions or using pre-reads for sensitive data.

Post-event follow-through.
Within 1-2 weeks, send feedback surveys, circulate recordings/slides, and log insights into your CRM.

2. Logistics & Venue Experience

Get the basics right.
AV hiccups, freezing cold rooms, and overcrowded spaces distract from your message. These details matter more than you think.

Provide options.
If your LP base is global or travel-sensitive, consider offering a high-quality virtual option.

Make booking easy.
Secure a hotel block early to ease logistics and keep costs reasonable for attendees.

Determine your reception strategy.
Consider hosting both a pre-event dinner for prime networking and a post-event reception to capture real-time feedback. Make sure to differentiate the tone and format.

3. Content LPs Actually Want

Quality over quantity.
Skip deep dives into every single portfolio company. Focus instead on new or high-impact deals, and present a clear picture of overall portfolio construction and performance.

Align your team.
Ensure deal team members are aligned on messaging to avoid inconsistent commentary during networking or Q&A.

Educate and engage.
Add variety with educational sessions on lesser-known aspects of your asset class, or rotate in CFOs from portfolio companies to provide fresh insight.

Add strategic guests.
Invite consultants or select prospective LPs to deepen relationships and expand interest.

Make space for the LPAC.
Host a separate dinner or session for your Advisory Board—ideally the night before—to respect their unique role.

Show the ROI.
Highlight operational improvements that demonstrate LP fees are being invested back into the firm for greater efficiency and governance.

Follow up promptly.
Send slides and materials shortly after the AGM to maintain momentum and demonstrate professionalism.

4. Swag, Rethought

Avoid the usual suspects.
LPs already have plenty of branded mugs and notebooks. Instead, offer thoughtful or optional gifts.

An extension of your AGM.
Tie swag to your firm’s brand or local culture to maximum impact.

Think family-first.
Crocs for the kids. Dog toys. Something useful or delightful that shows you see the whole human behind the LP.

Offer optionality.
Let LPs choose from a few curated gift options—and make it shippable to reduce travel burden.

Be compliance-conscious.
Remember, many LPAC members or public institutions are subject to gift limitations. Always offer opt-outs and stay on the right side of FOIA and compliance policies.

Downloadable: The LP-Centric AGM Planning Checklist

Click the checklist graphic below to download the full PDF. Plan your next AGM using this LP-approved checklist, covering:

  • Pre-event communications and scheduling
  • Logistics and venue essentials
  • Presentation content and team prep
  • LPAC and VIP experience design
  • Thoughtful follow-up and swag

Want to build an AGM that deepens trust and loyalty? Start by listening to your LPs—and designing with their needs in mind.

Altvia Taps Industry Veteran Ryan Keough as CEO

Posted on July 21, 2025 by - Private Equity Technology

FOR IMMEDIATE RELEASE

Altvia Taps Industry Veteran Ryan Keough as CEO

BROOMFIELD, COLORADO–July 21, 2025 Altvia, a leading private capital platform purpose-built for the full fund lifecycle, today announced the appointment of Ryan Keough as Chief Executive Officer. A seasoned fintech executive with over 20 years of experience driving global SaaS growth and operational leadership, Ryan will guide Altvia into its next phase of expansion and product innovation.

Keough brings a rich history of delivering exceptional client value and driving product innovation in the alternative investment community. Prior to joining Altvia, he held senior leadership roles at Allvue Systems, Finastra, and Misys, where he was instrumental in accelerating growth, enhancing product delivery, and strengthening customer success across global markets.

“I’m honored to lead Altvia at such a transformative moment for the industry,” said Keough. “Private capital firms are demanding smarter, faster, and more connected ways of working. Altvia’s technology is well positioned to meet that need. I’m excited to partner with our clients to drive innovation, expand our reach, and deliver exceptional value.”

“We’re thrilled to welcome Ryan as Altvia’s CEO,” said Nathan Pingelton of Marlin Equity Partners. “Ryan’s extensive leadership history and industry expertise align perfectly with Altvia’s mission to be the leader in equipping alternative investment firms with cutting-edge products and insights.”

About Altvia

Altvia, a leading platform powering private capital from raise to results, unifies fundraising, deal, and investor workflows into one intelligent operating system. Built on enterprise-grade technology and proprietary AI, Altvia helps top-tier firms move faster, engage smarter, and scale without limits. Trusted by hundreds of private equity, venture capital, and other alternative investment firms, Altvia pairs relentless innovation with deep industry expertise to make operational excellence feel effortless. For more information on Altvia, visit altvia.com.

Media Contact
Annie Eissler
CMO
annie@altvia.com

New Client Spotlight: Forest Investment Associates

Posted on July 21, 2025 by - Private Equity Technology

We are thrilled to Welcome Forest Investment Associates to the Altvia Community.

Forest Investment Associates (FIA)—a global investment manager focused on sustainable forestry and natural capital—has selected Altvia as their enterprise platform for CRM, fundraising, investor communications, and Virtual Data Room.

Following a rigorous and competitive evaluation, FIA chose Altvia for our ability to:

  • Streamline global fundraising and investor engagement
  • Modernize their technology infrastructure and connect their whole firm
  • Deliver powerful reporting, dashboards, and data visibility
  • Support growth with flexibility, scalability, and ease of use

With a fully integrated solution, FIA is positioned to scale its impact–expanding access to sustainable investment strategies, enhancing transparency, and building deeper relationships with long-term partners.

In the words of MaryKate Bullen, Managing Director, Head of Business Development and Sustainability:

“Altvia stood out for its alignment with our investor-first mindset and ability to grow with us. As we expand our investment platform, technology like this helps us deliver on our promise of integrity, client service, and long-term value.”

We’re honored to support FIA’s mission and proud to power the people behind purpose-driven capital.

Welcome aboard, FIA!

Schedule a Demo ➔

You’ll be amazed at what Altvia can do for you and your team. Let’s talk and see how we can help. 



AI Without the BS: Purpose-Built for Private Capital Teams

Posted on May 23, 2025 by - Private Equity Technology

We’re tired of the companies that cry AI. We’ve all heard the promises: AI is going to revolutionize everything, it’ll replace entire teams, pick a tool—or risk being left behind. There’s no shortage of the hype. But for private capital professionals, most of it falls flat.

At the root, too many people are pitching AI as a firm strategy. Replace firm-wide systems with low-lift AI solutions and you’ll unlock the operational edge your firm has been chasing.

The reality? Too many firms jump into AI for the optics—hoping for transformation without a clear use case or understanding of the outcomes they want. What they get instead is more fragmentation, frustration, and one more disconnected tool. 

The real AI success stories? They start with something much simpler: a specific problem, a clear objective, and a deep understanding of how AI can be deployed to make your team faster, sharper, and more efficient.

That’s where AIMe comes in.

AIMe is Altvia’s new AI-powered assistant—designed specifically for how private capital teams work. It’s not another point solution to add to your tech stack. AIMe is a practical, integrated, and intelligent assistant that lives where your work happens—across desktop and mobile, inside your CRM and systems—and brings the context, insight, and speed your team needs to move confidently.

Why Most AI Misses the Mark

Before we dive into AIMe, it’s worth addressing a few common AI misconceptions we’ve seen in the private capital space:

Misconception #1: 
“We need perfect data.”

Sure, it helps, but it’s not required. Rather than spotless data, you need accessible data. Modern AI can handle messy inputs and often helps surface inconsistencies. It’s not about fixing errors; it’s about finding meaning in the mess.

Misconception #2: 
“AI will replace people.”

Also wrong. AI doesn’t replace your judgment, instincts, or experience. It removes the friction. Clears your plate so you can focus on relationships, decisions, and results.

Misconception #3: 
“Let’s Just Try A Tool.”

AI that only sees part of the picture is just guessing. Without full context—your firm’s context—AI is as useful as an intern on day one. Real value comes when AI is grounded in your data, your workflows, and your goals.

Meet AIMe: AI + Me

AIMe is Altvia’s new AI assistant—purpose-built for private capital. The name reflects our belief that AI is only valuable when it works with you. Not as a bolt-on. Not as a novelty. But as a force multiplier that enhances how your team works every day.

And while AIMe might look like another simple AI chat interface, what makes it powerful is what lies underneath:

  • It’s deeply integrated across your CRM, data room, portals, and systems.
  • It understands the nuance of LPs, GPs, deals, commitments, and co-invests.
  • It works within your existing systems and processes—not outside them.

AIMe isn’t just another point solution. It’s a system-aware assistant trained on the language, structure, and pace of private capital.

What It Looks Like in Practice

AIMe works across mobile and desktop, whether you’re at your desk or walking out of a meeting, you can stay in motion—with context at your fingertips.

  • A Managing Director asks AIMe for a tear sheet seconds before a meeting—without logging in or clicking through dashboards.
  • An IR professional answers an LP’s follow-up instantly—no spreadsheets, no digging.
  • A partner launches a roadshow plan in minutes—AI drafts emails, schedules meetings, and preps the team.

Turn AI Potential into Impact with AIMe

AI doesn’t create value on its own. It comes to life and provides true value when it’s embedded into the way your team works—surfacing the right insights, at the right time, with the full context of your firm behind it. AIMe was built to do exactly that. It brings the speed, intelligence, and practicality your team needs to turn conversations into actions and data into decisions.

Want to see how AIMe fits into your firm’s workflow? Let’s talk.

Schedule a Demo ➔

You’ll be amazed at what Altvia can do for you and your team. Let’s talk and see how we can help.