Author: Josh

The AI Advantage: A Roadmap for Private Equity Success

The pace of AI innovation in private equity is no longer a future-facing topic—it’s a present-day imperative. In just two years, generative AI has evolved from exploratory pilots to delivering measurable business outcomes. For top-performing firms, AI isn’t a side initiative—it’s being embedded directly into the firm’s strategic agenda.

But success with AI isn’t about finding the perfect tool. It’s about readiness: having the right data foundation, governance, and internal alignment to confidently move from experimentation to transformation. At the center of it all is one competitive advantage that continues to separate leaders from laggards—data.

What High-Performing Firms Are Doing Differently

A September 2024 Bain & Company survey of firms managing $3.2 trillion in assets revealed four key practices that top firms are using to accelerate AI adoption and value realization:

  1. Systematic Learning at the Fund Level
    The most advanced firms don’t treat AI as a one-off experiment. They institutionalize it. That means establishing Centers of Excellence, critically assessing tools for specific fund needs, and building internal forums for portfolio companies to exchange AI use cases and outcomes—transforming isolated experiments into repeatable, cross-fund playbooks.
  2. Targeted Capability Building
    Winning firms don’t try to build everything from scratch. They recruit specialized AI talent, forge partnerships with their existing technology partners, and codify internal governance to ensure responsible scale. This intentional capability-building helps firms stay ahead of a fast-moving landscape without losing control.
  3. Strategy-First Use Case Selection
    Rather than jumping at the newest AI trends, these firms anchor their AI efforts in business strategy. They prioritize use cases that drive the firm’s core value—like deal origination, diligence acceleration, or operational efficiency. If an initiative can’t tie back to ROI or core goals, it doesn’t make the list.
  4. Rapid Build-Buy-Partner Decisions
    Momentum matters. High performers avoid getting stuck in analysis paralysis by developing a clear framework for deciding whether to build, buy, or partner on AI capabilities. With the right decision-making process, they keep transformation moving forward without stalling in the planning phase.

Your AI Adoption Roadmap

No two firms follow the same path to AI maturity—but there is a framework to guide your journey. Whether you’re exploring your first pilot or preparing to scale across the portfolio, these phases can help you move confidently from concept to value.

Strategic Alignment

  • Tie AI use cases directly to firm goals (e.g., sourcing, diligence, operations, exits).
  • Set clear KPIs to measure success (e.g., 30% faster diligence cycles, 15% sourcing uplift).

Data Readiness

  • Inventory all critical data across systems—CRM, portfolio tools, documents.
  • Standardize and clean inputs to ensure models are trained on trusted information.
  • Centralize access through a secure, unified analytics layer to power firm-wide AI.
  • Work with a trusted technology partner to prioritize data hygiene.

Focused Pilots/Betas

  • Start with targeted, low-risk pilots to understand what outcomes will drive value and evaluate outcomes against KPIs, capture learnings, and iterate before scaling.
  • Reach out to a technology partner to hear about their strategic approach to AI and opt-in to their AI Beta Programs (if applicable).
  • Use results to inform your build, buy, or partner approach.

Continuous Learning & Scaling

  • Codify success into internal playbooks for repeatability.
  • Expand AI into high-impact areas like LP personalization, forecasting, and compliance workflows.

The Firms Winning with AI Aren’t Just Smarter—They’re More Ready

Every private equity firm is somewhere on the AI journey. Some are still exploring use cases. Others are deep in pilot mode. A few are already scaling what works. But the difference between dabbling and driving real value comes down to one thing: readiness of your data, your people, and your strategy.

At Altvia, we meet firms where they are. Whether you’re laying the foundation with clean, connected data, launching a high-impact pilot, or embedding AI into workflows across the firm, our team—and our new AI assistant, AIMe, helps you move faster and smarter.

The opportunity is real. The impact is measurable. And the time is now.

Let’s build your roadmap to value starting with a conversation.

Private Equity in 2025: AI, Fundraising, and the Race to Stay Ahead

Private equity is evolving, but not in ways that should surprise anyone paying attention. AI is shifting from hype to real implementation. Fundraising remains tough, with LPs holding more leverage than ever. And firms that know how to operationalize their data—not just collect and sit on it—are the ones pulling ahead.

At this year’s Women’s Private Equity Summit, these themes weren’t just talking points; they were challenges that firms are actively working to solve. The question isn’t whether the industry is changing—it’s how firms are adapting to stay competitive.

Here are my takeaways from the discussions:

AI in Private Equity: From Hype to Execution

AI continues to dominate conversations in private equity, and for good reason. But despite the excitement at the event, one fundamental question still lingered in the background: How are firms actually adopting AI in ways that drive tangible value?

The discussions at the summit reminded me of the digital transformation conversations from five years ago. There’s wide recognition of AI’s potential, yet many firms are still figuring out what it can actually do for them, how to implement it effectively, and how to measure the impact of AI’s outputs.

Too often, AI is framed as an abstract concept. It doesn’t have to be. In private equity, AI isn’t about replacing human expertise or overhauling entire workflows. It’s about:

  • Eliminating inefficiencies in data and relationship management
  • Accelerating workflows for fundraising and dealmaking
  • Operating at an accelerated pace with a leaner team
  • Reducing data and system complexity
  • Enhancing decision-making with faster insights and improved accuracy

Yet, the real-world application of AI often gets lost in these buzzwords. At Altvia, we think about AI in two essential ways:

  1. Data hygiene is everything. If AI is going to work for you, clean, structured data and a culture that prioritizes it are non-negotiable. No matter how advanced the tool, it won’t function properly without a strong data foundation. If you’re interested in exploring how to take control of your data—we will be writing a whole other blog on that.
  2. AI should accelerate the mundane. The best applications of AI don’t replace expertise; they remove friction in your daily work and allow you to operate leaner:
Quickly finding relationship data when you’re on the go Automate logging interactions
Automate creating tasks in your CRM Summarize pipeline status and progress
Identifying trends in investor sentiment and deal flow Help LPs digest AGM materials for better meeting preparation

And the list goes on. But even with all these capabilities, AI’s impact always comes back to data hygiene. In this world, the volume of data is growing at an unprecedented pace—but more data isn’t always better. In fact, data overload can do more harm than good. Quality over quantity is key. Without a disciplined approach to data, firms risk drowning in information, losing time, and missing critical insights.

This is why firms need a technology partner—not just a tool. AI must be contextualized for alternatives, helping firms take control of their data, separate what’s valuable from what’s not, and prioritize what truly moves the needle. The goal isn’t just automation—it’s making data actionable so firms can respond to investors faster, raise and deploy capital faster, report on portfolio performance faster, collaborate internally better, make long-term partnerships better, and so on.

Panelist Hot Tip from the Event: Be the human in the loop. Drive AI adoption at your firm, ask the “dumb” questions, and ensure data isn’t just accessible—but truly usable.

Fundraising: The LPs are in Control—Are you Ready?

You don’t need to have attended the Women’s Private Equity Summit to know that raising capital in 2025 won’t be any easier than it has been for the past three years. But the conversations around how firms are navigating this tough environment were insightful.

A few key takeaways stood out: LPs continue to gravitate toward alpha-firms they trust to deliver predictable returns. Competition has never been fiercer, with spinouts and new funds forming seemingly nonstop. Beyond a compelling thesis/pitch, firms now need to demonstrate past performance, a differentiated firm culture, proven operational value creation strategies, and firm talent to win LP commitments.

So where does that leave lower and middle-market firms competing with big names for capital? And what strategies are firms using to stand out?

The answer lies in firms that prioritize long-term, trust-based relationships with LPs. The ones proactively communicating, being transparent about portfolio performance, and demonstrating operational excellence. Here are some strategies shared by industry leaders at the event:

  • Ultra-Transparent Communication: Investors value transparency and long-term partnerships. The firms that openly communicate their strategies to investors—rather than keeping them under wraps—will gain an edge. For example, given the state of the market, fund finance strategies are evolving—NAV loans, subscription lines, and sponsor-backed leverage are becoming more common. If you keep investors in the loop on your financing strategies, they’re more likely to see you as a good partner.
  • Take Control of Your Data: LPs aren’t just looking at short-term performance in their diligence efforts—they’re digging deeper. Firms that own their data and leverage it strategically to showcase their track record will stand out. If you can’t easily tell your fund’s story with data, you’re already behind.
  • Provide Proactive Updates: LPs want real-time visibility into fund performance, not just periodic updates. A centralized investor portal makes it easier to keep them engaged and confident in your strategy. And a portal that can have real-time fund/portfolio performance embedded within it? Game-changer.

None of this is unattainable, but there’s a reason why certain firms consistently rise to the top. They prioritize operational excellence, investing in the right technology, processes, and talent to ensure they can execute seamlessly. These firms recognize that investor confidence isn’t built overnight; it’s earned through consistent transparency, proactive engagement, and a data-driven approach to decision-making.

In short, firms that win in today’s fundraising landscape understand that success isn’t just about having the right story and strategy—it’s about having the right infrastructure and processes in place to back it up.

The Future Belongs to Firms That Execute

The insights from WPES 2025 are clear: Success in private equity today isn’t about just keeping up—it’s about taking decisive action. Firms that embrace AI thoughtfully, build trust with LPs through transparency, and leverage data as a strategic asset will be the ones shaping the industry’s future.

At Altvia, we empower firms to turn insights into execution. Whether optimizing capital workflows, making data work for you, or integrating AI for real impact, we help firms stay ahead of the curve. Let’s start a conversation.

Book a Demo: Here

Contact us at sales@altvia.com.

Five Factors to Consider When Choosing Private Equity Investor Relations Software

But with so many software options available, how do you narrow it down? Below, we’ll walk you through the five key factors that can help you choose the perfect private equity IR solution.


1. User Interface and Usability

Why It Matters

Let’s be honest: A clunky interface is the last thing you need when juggling pitch decks, LP queries, and compliance deadlines. IR professionals need a software solution that’s intuitive, user-friendly, and—dare we say—enjoyable to use?! With the right software solution, you can engage investors more quickly, raise capital more efficiently, and scale operations easily while significantly reducing time spent on administrative tasks.

What to Look For:

  • Intuitive Design: Look for a layout that guides you naturally. Minimal clutter, logical menus, and clear action buttons help everyone on your team quickly find what they need.
  • Customization and Personalization: Dashboards should adapt to your workflow—not vice versa. Personalize how data is displayed, ensuring each role sees exactly what’s relevant to their responsibilities.
  • Accessibility & Compatibility: Whether on desktop, tablet, or mobile, the software should be accessible across your devices.
  • Strong Onboarding & Training: Even the most intuitive platform may require help. Ensure your vendor offers thorough resources like user manuals, how-to videos, knowledgeable support teams, and a dedicated customer success manager.

Pro Tip: “CRMs must offer modern, user-friendly interfaces that cater to tech-savvy users while providing the security and infrastructure to support firm-wide efforts.” – Jef Rice, Altvia SVP of Product & Engineering


2. Reporting and Analytics Capabilities

Why It Matters

Investor relations is all about keeping stakeholders in the loop. That means delivering accurate, on-demand data in a format that’s understandable, actionable, and trusted. Having a robust reporting infrastructure allows you to give your investors real-time insights into performance that goes beyond just emailing static PDFs back and forth.

What to Look For:

  • Customization Options: From deal performance to ROI analysis, you’ll want to tailor reports for different audiences (GPs, boards, regulators, etc.) and engage your investors with personalized landing pages and tailored experiences.
  • Real-Time Monitoring: Ensure your software continuously updates critical metrics like NAV, distributions, and capital calls so that you can stay ahead of underperforming investments and reallocate resources.
  • Integration with Other Systems: Seamlessly connect all your data sources in one place to avoid duplicate data entry and eliminate manual data entry.

Pro Tip: Did you know data-driven firms are 2x more likely to outperform their competitors? Look for platforms that offer visually engaging LP portals—boring, static spreadsheets are so yesterday.


3. Integration with Existing Systems

Why It Matters

Private equity workflows often weave through multiple platforms, from accounting and compliance to PitchBook and FINTRX. The last thing you want is to log in to five different tools, copy and paste data, and pray you don’t make a mistake. Eliminate the inefficiencies of juggling multiple systems with a platform that offers a wide range of integrations. IR systems built atop infrastructures like Salesforce allow alternative asset managers to connect with thousands of apps via the AppExchange, streamlining data collection and boosting user adoption.

What to Look For

  • Seamless API Connections: A platform with a robust REST API ensures data flows automatically between your IR software and other mission-critical systems.
  • Single Source of Truth: By linking all your tools, you minimize data redundancy, reduce risk, and gain better, real-time visibility into your investment pipeline.
  • Customized Workflows: As your firm evolves, the IR software should be able to accommodate new third-party integrations or adapt to unique processes.

Pro Tip: Ask providers if their platform uses REST or SOAP API. Compared to newer alternatives like REST, SOAP APIs limit the ability to adapt to changing requirements and are more prone to security threats like leaked access.


4. Security and Compliance Features

Why It Matters

Data security isn’t a “nice to have”; it’s a necessity—especially in private equity. From sensitive financials to personally identifiable information, breaches can be disastrous for your reputation and legal standing.

What to Look For

  • Data Encryption: Look for a platform with a comprehensive security program that meets all privacy requirements and backs up your data at no additional cost.
  • Access Controls: User roles, multi-factor authentication, and strict permission settings help ensure the right people see the right data.
  • Compliance Management: Keeping up with regulations (e.g., AML, KYC, SEC rules) can be easier when the software automates or simplifies compliance tasks. This ensures data integrity and privacy compliance standards while reinforcing efficient communication workflows.
  • Incident Response & Monitoring: Even the best security measures can’t prevent 100% of incidents. A solid incident response plan and real-time alerts are essential to contain breaches quickly.

Pro Tip: Ask potential vendors about their audit trails. Tracking every access or change is invaluable in a compliance-first world. For example, Salesforce Shield allows tracking every action and click someone takes—this can prove invaluable should an employee ever become disgruntled and leave.


5. Customer Support and Training

Why It Matters

Your chosen IR solution should come with more than just software—it should come with a dedicated partner who understands your needs and guides you through best practices. Implementing a new IR solution can be a major shift for your firm, and seamless adoption hinges on having a responsive, knowledgeable partner by your side. The right provider doesn’t just offer technology; they equip your team with the insights and support needed to drive long-term success.

What to Look For

  • Fast Response Times: Issues don’t follow a 9–5 schedule. Look for vendors that offer reliable support when you need it most.
  • Ongoing Training: Software evolves, so should your team’s skills. Make sure the package includes regular updates, webinars, and training materials.
  • Customer Success Teams: A proactive success team will check in on your goals, help with adoption, and provide best practices to maximize ROI—the right provider can do so much more than a weekly check-in meeting. Look for a provider that offers technical account managers who serve as a fractional extension of your team.

Pro Tip: Don’t underestimate the value of strong “hand-holding” during setup. A thorough onboarding process can save countless headaches down the road and mitigate the downsides of providers who boast a speedy implementation process.


To Wrap Up

Whether you’re aiming to ease regulators, wow your investors, or simply create a more efficient workflow, the right IR platform can make all the difference. Raising and deploying capital is hard. Your technology shouldn’t be.

Ready to explore an IR solution that checks all these boxes (and more)? Reach out to us at Altvia to learn how we can help you streamline investor relations—so you can focus on what really matters: delivering exceptional returns and building lasting partnerships to rise above the competition.

Adapting to a New Era of Fundraising: PEI IR & Fundraising Forum 2024 Recap

The 2024 PEI Investor Relations & Fundraising Forum, held in San Diego September 25-26, 2024, emphasized one clear message for private equity firms: the industry is recalibrating, and it’s time for firms to realign their strategies. 

While fundraising has typically followed a cyclical three-to-four-year pattern—leaving many anticipating renewed activity in 2025—the old playbook is no longer enough to stay ahead. There is optimism that 2025 will see a resurgence in private equity fundraising, but it’s clear that a recognition in how GP’s approach fundraising must evolve to meet new expectations.

Investors today are increasingly pragmatic, seeking investments that not only promise returns but also resonate personally with their financial goals and values. In turn, GPs must tailor their marketing and fundraising efforts to appeal to these diverse client profiles. Firms that leverage technology to support this multifaceted approach and adapt quickly will thrive, meeting evolving investor expectations for transparency, personalized communication, and dynamic engagement. Conversely, those without purpose-built private equity software to support this agile, multi-pronged strategy risk being left behind.

A Market in Flux: Reassessing and Realigning

In what some speakers called a “get your act together” phase, PE firms are re-evaluating their fundraising tactics and revitalizing strategies that may have grown stagnant during the recent market lull. Teams are leaner, with people wearing multiple hats, which has shifted the burden of investor communication to nearly everyone in the organization. As a result, the role of investor relations has expanded, with sales, data collection, and client engagement now requiring a single, more agile process.

This shift has made firms realize that the same old approach won’t work for much longer. Investors are seeking firms with an operational infrastructure capable of reporting on non-traditional metrics. So, in light of the market downturn, there is a heightened focus on actual distributions rather than projections, which encourages firms to be transparent about underperforming vintages from previous years and to candidly share lessons learned. Consequently, there is a growing emphasis on metrics like DPI (Distributions to Paid-In Capital) over IRR (Internal Rate of Return).

Diversifying Investor Bases: The New Communication Challenge

The Forum also highlighted a growing need for fund managers to diversify their investor bases. As private capital markets broaden, fund managers are engaging with an increasingly varied range of investors—from institutional investors to high-net-worth individuals and family offices. Each group brings its own set of expectations, particularly when it comes to communication and engagement.

High-net-worth individuals and younger generations of investors, in particular, are pushing for change. They expect digital platforms, instant access to personalized content, and quick insights, rather than traditional reports or meetings. Delivering on these diverse communication needs demands a more sophisticated strategy. Solutions like Altvia’s LP Portal and VDR, ShareSecure and our CRM, AIM, are essential for helping firms streamline workflows, enabling fund managers to deliver personalized and relevant content to each investor type without sacrificing efficiency. Moreover, ShareSecure’s landing page functionality is designed for rapid deployment, allowing firms to create targeted, appealing pitches for any use case—marrying speed with high-quality communication.

Storytelling: The New Language of Fund Performance

Fund performance has always been important, but what’s changing is how firms communicate that performance. Today, it’s not enough to present a series of numbers; investors want to understand the story behind those numbers. Why did a particular investment perform the way it did? What were the key decisions and events that shaped its outcome? 

This need for transparency is especially important for funds with underperforming vintages, as it offers an opportunity to build trust by sharing both successes and setbacks openly. Firms that are able to communicate both successes and setbacks through compelling storytelling will find that they foster deeper trust with their investors.

Products like Altvia’s Answers empower firms to craft narratives by isolating key data points and presenting them in an engaging way. Whether it’s explaining why a particular investment didn’t meet expectations or highlighting a strong exit, the ability to weave data into a cohesive story is now a crucial part of fundraising and investor relations. This narrative approach resonates more with investors, particularly as they seek to understand the ‘why’ behind the numbers.

The Road Ahead: Embracing Technological Evolution

As firms prepare for a potential private equity fundraising rebound in 2025, adaptability and agility will be the key to success. The needs of today’s investors have evolved, and the technology that firms use must evolve with them. The traditional fundraising playbook is being rewritten, and technology is at the forefront of this transformation. Instead of trying to fit new investor expectations into outdated systems, firms must embrace platforms that offer dynamic, customizable solutions.

Private capital fundraising isn’t what it used to be—and that’s a good thing. If your firm is ready to evolve, it’s time to explore how platforms like Altvia can help you meet the changing demands of your investor base. Here are 5 tips to make 2025 your strongest fundraising year yet: altvia.com/elevate-your-fundraising!

Private Equity Wire Recognizes Altvia with Prestigious ‘Fundraising Solution of the Year’ Award 2024

Based on allocator input, peer surveys, editorial expertise, and data analysis, Altvia has been recognized for the fourth consecutive year by the Private Equity Wire US Awards as the “Fundraising Solution of the Year” for its innovative alternative investment software.

DENVER, CO, October 10, 2024 – Altvia was awarded ‘Fundraising Solution of the Year’ at the Private Equity Wire US Awards ceremony on Wednesday evening, October 9, 2024, at The Penn Club of New York, amongst a number of competitive solutions in the alternatives asset technology space.

For over a decade, Private Equity Wire has recognized excellence in fundraising, portfolio performance, and service provision. This marks Altvia’s fourth consecutive year of private capital market industry recognition. Altvia adds this prestigious award to a growing list of accolades, including “Best New Solution Provider” in 2023, dual honors of “Best Fundraising Solution” and “Best Secure Workflow Management Provider” in 2022, and “Best Secure Workflow Management Provider” in 2021.

Brie Aletto, President and CEO, of Altvia, commented on the milestone, “We’re thrilled to receive the 2024 Fundraising Solution of the Year award, especially given how increasingly competitive fundraising has become in the alternatives space. In today’s fundraising landscape, firms are under immense pressure to move fast while still nurturing strong investor relationships. To meet these demands, teams are in need of a solution that tackles the complexity head-on, delivering the transparency investors expect. This award is also a testament to our dedicated IR professionals that leverage the Altvia product as a critical tool in fundraising and driving success within their firms.”

A History of Innovation and Dedication

Altvia has a long history of innovating for IR and fundraising professionals by delivering private equity software solutions that address the unique challenges of the private capital fundraising workflow. Over the past two years, our ongoing innovations across products like our LP portal and VDR, ShareSecure, and our private equity CRM AIM have empowered alternative asset professionals to securely share information, manage relationships, and enhance investor engagement—driving greater efficiency in fundraising. These advancements continue to evolve, meeting the ever-changing needs of the industry.

So, as firms face increased competition, rising investor expectations, and heightened regulatory scrutiny, having efficient, tech-driven fundraising solutions is critical. Altvia’s platform streamlines complex processes, enabling firms to adapt to market challenges, enhance transparency, and foster stronger investor relationships. This award highlights Altvia’s ability to support fundraising teams in navigating these pressures, ultimately helping firms stand out and succeed in today’s demanding capital-raising environment.

A Testament to Our Clients and Team

This award wouldn’t be possible without the continued support of our incredible clients and the dedication of our talented team. Every advancement we make is guided by the real-world challenges that private equity professionals face, and we pride ourselves on being a true partner in their success.

We’d also like to extend congratulations to all the other winners. Being recognized alongside such a distinguished group is an honor in itself, and it inspires us to continue pushing the boundaries of what’s possible in private capital technology.

Looking Ahead

While we celebrate this incredible milestone, we remain laser-focused on the future. Our commitment to driving innovation and delivering exceptional value to our clients has never been stronger. With the continuous evolution of our platform and the private capital market industry, we look forward to helping more firms raise capital efficiently and achieve their goals with confidence.

For more information on how Altvia’s integrated IR platform can empower confident decision-making and foster long-lasting investor partnerships, visit https://altvia.com/investor-relations-software/

Private Equity Wire US 2024 Award for the Private Equity Fundraising Solution of the Year.

About Altvia

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience.

With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide. Discover more at altvia.com.

Altvia Elevates Investor Engagement and Strengthens Digital Brand with Innovative ShareSecure Features: Landing Pages and Workspaces

Originally posted on PRWeb.
Sep 10, 2024, 14:00 ET

There is now a better way to uplevel your fundraising and transform your client partnerships with ShareSecure landing pages and workspaces.

DENVER, CO, September 10, 2024 – Altvia, the technology pioneer for private capital markets, announced the release of a powerful upgrade within their proprietary product, ShareSecure, an industry-leading LP Portal and Virtual Data Room (VDR) preferred by investors. These new features—landing pages and workspaces—unlock innovative functionality that enables IR professionals to uplevel their fundraising and transform their investor partnerships.

With the introduction of ShareSecure’s customizable landing page functionality, IR professionals can now create bespoke digital experiences that act as an extension of their firm’s brand. This new functionality empowers firms to not only impress but also engage investors with real-time updates, multimedia content, and the documents they need to stay informed. By managing personalized landing pages within Altvia’s ShareSecure portal and VDR, IR teams can easily engage with key stakeholders, strengthening investor relationships and positioning their firm ahead of the competition.

In addition to landing pages, Altvia is also excited to debut workspaces, a proprietary feature designed to work in tandem with Altvia’s Correspond Investor Edition. Workspaces significantly enhance the segmentation and distribution of tailored investor communications across distinct business use cases. Now, IR and fundraising professionals can distribute documents to who they want, when they want, in one streamlined approach. This ensures data integrity and privacy compliance standards while reinforcing efficient communication workflows.

“Altvia’s been a leading provider for front and middle office teams for many years. That said, given the market conditions of a more competitive fundraising environment coupled with more sophisticated LPs, we knew that we needed to further innovate to support our clients in upleveling their investor relations. With our new offering within ShareSecure, we’re giving GPs more firepower to impress not only their current, but also, prospective investors. This isn’t just any release or update – it’s a unique, proprietary solution that will help make things easier from start to finish in fund management. This latest innovation keeps us ahead of the curve, meeting the industry’s needs, and making life simpler for our clients.” Joshua Haas, VP of Product, at Altvia.

The introduction of landing pages and workspaces is part of Altvia’s ongoing commitment to innovation, service excellence, and supporting firms in their mission to deliver a superior LP experience. It transforms ShareSecure into a comprehensive fund lifecycle tool, supporting both pre- and post-fundraising efforts. Firms can effectively tell their story and engage with key stakeholders at every stage of the process.

Elevate your investor communications with our award-winning software today. Discover more at altvia.com/sharesecure.

We’ll also be at the PEI Investor Relations & Fundraising Forum in San Diego on September 24-25, 2024. Join us for our panel session, ‘Technology Throughout the LP Lifecycle,’ on September 25, 2024, to gain valuable insights and practical takeaways on leveraging technology to enhance every stage of the LP experience.

About Altvia

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience.

With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide. Discover more at altvia.com.

The Origin of Altvia: A Name Crafted with Alternatives in Mind

Names carry significance. They symbolize a company’s mission, values, and the unique path it paves in any industry. For Altvia, the journey to its name wasn’t just about finding something catchy—it was about encapsulating the essence of what the company stands for and the innovative solutions it brings to the table. 

Altvia, at its core, is a fusion of two powerful concepts. It was selected with much consideration for our brand, company culture, and our vision for the future. “ALT” is shorthand for “alternative assets,” a nod to the alternative investment market that the company serves with passion and precision. “ALT” is also a root form of altitude, which is a small nod to being headquartered in the beautiful mountain state of Colorado. The second half, “VIA,” means “a way” or “a path.” It signifies the journey that Altvia’s technology enables for its users—a journey toward better workflows, smarter data management, and ultimately, success in the competitive world of private capital markets. Together, our Brand “Altvia” symbolizes a clear path through the complexities of alternative investments, guiding fund managers toward delivering a superior investor experience.

What Industries Do We Serve?

At Altvia, part of our culture is bringing unmatched expertise to help our clients navigate the complexities of the private capital markets. We started with deep roots in the Private Equity, Venture Capital, and Fund of Funds space, so we know what it takes to succeed in this industry. Over the years, we’ve expanded our expertise and now serve a broad range of sectors within the private capital markets, such as Real Estate, Hedge Funds, Consultants and Family Offices . Our solutions are designed to meet the unique needs of each industry we serve, ensuring that our clients can confidently manage their investments, data, and relationships.

“I” Before The “V” or “I” Before The “A”?

As Altvia has grown and gained global recognition, a little quirk has come along for the ride: the occasional misspelling of our name as “Altiva.” We’ve noticed it enough times that it’s become a humorous little part of our story—a small, unintended twist in our name’s journey.

Now, we get it. Maybe it’s just a slip of the keyboard or perhaps “Altiva” has a certain ring to it. But to set the record straight, it’s Altvia—with the “i” before the “a.” Our name was carefully chosen to reflect our commitment to providing a clear way (“via”) through the world of alternatives (“alt”). It’s a name that embodies our mission and our dedication to guiding our clients through the complexities of the industry. So, whether you find us through a correct search for Altvia or stumble upon us by typing “Altiva,” know that you’ve discovered a company that’s dedicated to making your journey in alternatives a smoother and more successful one.

More About Altvia

Since our 2006 founding in Broomfield, Colorado, Altvia has stayed true to the meaning behind our name. Our purpose-built and fully integrated technology platform empowers fund managers to simplify data complexities, efficiently raise and deploy capital, and deliver a modern LP experience. It’s a mission that resonates with hundreds of world-class clients and supports over 100,000 LP investors worldwide.

As we continue to innovate in the private capital markets, we wear our name with pride. And remember, it’s “Altvia”—because the path and technology partner you choose for success truly makes all the difference.

Elevate Your Fundraising: Five Tips to Make Your Next Fundraising Campaign Unforgettable

Imagine you’re hosting a dinner party—one of those first-time gatherings with new friends where every detail counts, from the perfectly paired wine to the carefully curated playlist. The goal? To impress, to connect, and ultimately, to build lasting relationships. Now, swap out that dinner party for a fundraising campaign in the alternative investment space. The principles are surprisingly similar: you want to create an unforgettable and differentiated experience for your guests (or in this case, your investors), connect on a personal level, and build a shared vision for an enduring partnership.

Private Equity fundraising is more than just presenting numbers; it’s about crafting an experience that resonates with investors, making them feel valued and excited about what you have to offer. In a world where competition is fierce and attention spans are short, how do you stand out? How do you make your campaign the one that everyone wants an invite to?

At Altvia, we’ve honed the art of fundraising into a science, blending data-driven insights with a touch of creativity to ensure your campaigns are not just successful, but memorable. We’re not here to tell you to just follow trends—we’re here to help you set them. So, whether you’re a seasoned pro or a rising star in the alternative investment space, these five tips will elevate your fundraising game, making your campaign the talk of the town (or at least the boardroom).

Ready to start your next fundraise? Let’s dive into the essentials that will make your campaign the one everyone’s talking about.

1. Harness the Power of Data Analytics

Leveraging analytics is no longer optional for alternative investment firms looking to be the best. Investors increasingly expect fund managers to provide detailed, data-backed insights.

By utilizing advanced analytics tools, you can:

  • Understand Investor Preferences: Analyze past interactions and investment behaviors to tailor your pitches.
  • Predict Trends: Use data to forecast market movements and adjust your strategies accordingly.
  • Demonstrate Performance: Present clear, data-supported evidence of your fund’s performance and potential.

Embracing data analytics not only enhances decision-making but also builds credibility with prospective investors.

2. Embrace Digital Solutions for Communication

Traditional private equity fundraising methods are evolving. Digital platforms offer unprecedented opportunities to efficiently reach a broader audience. Consider the following:

  • LP Portals & VDRs: Utilize flexible and brandable platforms that streamline the investment process, making it easier for investors to commit and stay updated, while also giving you visibility throughout the process.
  • Social Media Engagement: Share insights, updates, and thought leadership to build your brand presence.
  • Virtual Meetings and Webinars: Facilitate connections without geographical constraints.

By leveraging digital solutions into your communication strategy, you can engage with investors more effectively and efficiently.

3. Foster Transparency and Build Trust

Trust is the cornerstone of successful fundraising. Transparency fosters trust, and in the age of information, it’s easier—and expected—to maintain openness. To build trust:

  • Detailed Reporting: Use technology to offer comprehensive, easy-to-understand reports that highlight key metrics and developments.
  • Regular Updates: Keep investors informed with consistent, transparent updates about fund performance and strategies. 
  • Open Communication Channels: Encourage questions and provide clear, thoughtful responses.

Demonstrating transparency not only reassures current investors but also attracts new ones who value candid and straightforward communication.

4. Utilize an Industry-Specific CRM 

Managing relationships is pivotal to fundraising success. It’s table stakes for a firm to use a CRM in today’s landscape, so why waste your time with a generic CRM that’s not tailor-made for your workflow? The benefits of purpose-built solutions for private capital markets include:

  • Intelligently Concealed Complexities: Say goodbye to the clutter of endless custom fields that only add confusion. A private equity CRM comes preconfigured with the specific features and workflows you need, streamlining operations and allowing your team to focus on what matters—building relationships and closing deals.
  • Curated Reporting: Generate investor-specific reports with ease, pulling in data from multiple sources to create tailored updates that speak directly to your investors’ interests and concerns. This level of customization enhances your communication strategy and demonstrates your commitment to transparency and precision.
  • Seamless Integration: A purpose-built CRM effortlessly integrates with your existing tools and data sources, creating a unified platform that boosts productivity across your entire operation. This ensures that all teams—from deal origination to investor relations—are working from the same playbook, driving efficiency and collaboration.

By choosing a CRM specifically designed for the alternative investment industry, you’re not just managing relationships—you’re optimizing them for long-term success.

5. Craft a Compelling Story and Value Proposition

Beyond numbers and data, storytelling is a powerful tool in fundraising. A compelling narrative can differentiate your fund and resonate with investors on a personal level. To craft your story:

  • Highlight Unique Value: Clearly articulate what sets your fund apart and the unique opportunities it offers.
  • Share Your Vision: Convey the long-term impact and goals of your investment strategy.
  • Incorporate Technology: Showcase how technology enhances your operations, from data analytics to investor relations.

A well-crafted story not only captures attention but also fosters an emotional connection with potential investors.

The Dynamic Nature of Fundraising 

Fundraising in the alternative investment space is constantly evolving, with technology playing a pivotal role in shaping successful strategies. By leveraging data analytics, embracing digital platforms, fostering transparency, utilizing a purpose-built CRM, and crafting compelling narratives, you can enhance your fundraising efforts and build lasting relationships with investors.

At Altvia, we’re committed to supporting you on this journey with solutions and insights that empower your success. Explore how we can navigate the future of fundraising together with our fundraising software: https://altvia.com/fundraising-and-marketing/.

From Uncertainty to Opportunity: The Resurgence of LP Confidence in Private Equity

After a period of uncertainty and cautious optimism, the private equity landscape is beginning to show signs of renewed vitality, driven by an encouraging shift in the sentiment of Limited Partners (LPs). This resurgence in confidence hopefully marks the beginning of a promising, enduring trend and signals a favorable shift in how LPs view private equity as a cornerstone of their investment strategies. For fund managers, this renewed confidence offers a unique opportunity to re-engage with LPs and secure fresh commitments, laying the groundwork for future value creation. Recent data from Preqin also indicates a notable uptick in investment activity and a growing belief in the essential role of private markets for achieving adequately diversified portfolios.

In this blog, we will cover the key factors contributing to this renewed confidence, explore the shifting dynamics within the private equity landscape, and discuss how fund managers can capitalize on these trends to strengthen relationships and attract new LPs.

LP Sentiment: A Positive Shift

For some time, the private equity sector has grappled with the challenge of maintaining LP confidence amid market volatility and economic headwinds. However, new data suggests that these concerns are beginning to fade. According to fundraising advisor, Rede Partners, investor sentiment towards private equity has shown notable improvement in the first half of 2024, reflecting a growing willingness to deploy capital into private equity funds.

As we enter this promising new chapter, it’s clear that those able to meet LPs’ increasing demands for transparency and reliability will lead in safeguarding existing relationships and attracting new LPs. LPs are actively diversifying their portfolios by forging alliances with GPs, especially those presenting innovative and pertinent strategies. This trend underscores a readiness to explore new prospects and redistribute investments to emerging managers. At Altvia, we’re poised to support fund managers in navigating these dynamics, ensuring they capitalize on this evolving landscape to drive sustained success in private equity.

What’s Driving the Change

According to the Rede Liquidity Index 1H 2024 Publication, several factors are contributing to this resurgence in LP confidence. Notably:

  1. Resilience in Performance: Lower-midmarket buyout funds, in particular, have shown consistent performance even in challenging market conditions. The appeal of these funds lies in their potential for diversification and lower exposure to leverage, making them a reliable choice for LPs seeking stability and growth. This consistent performance has reinforced the attractiveness of private equity as a resilient asset class, even when broader markets face turbulence.
  2. Innovative Liquidity Solutions: This shift in sentiment undoubtedly reflects the growing creativity among GPs and LPs in achieving liquidity while the M&A and IPO markets remain relatively stagnant. The report highlights that confidence in distributions has rebounded to a two-year high, with an RLI score of 58 indicating that LPs are feeling far more confident in the outlook for distributions. Liquidity has been a primary concern for LPs over the past twelve months, and the ability of GPs to provide reliable distributions has played a crucial role in restoring LP confidence. This increase in distribution confidence signals that LPs are increasingly optimistic about the ability of their investments to deliver returns, even in a less active exit environment.
  3. Growing Appetite for Private Markets: The demand for private market investments continues to grow, with LPs increasingly viewing private equity as an essential component of a diversified portfolio. The report shows that LPs have a strong appetite for North America-focused GPs, with the RLI score for North American strategies rising by eight points to 65. Additionally, interest in European markets is also on the rise, with an RLI score of 58 reflecting an overall intention to expand deployments in this region. This growing appetite for private markets indicates that LPs are eager to explore new opportunities and reallocate capital toward promising strategies and emerging managers, further reinforcing the positive sentiment in the sector.

Capitalizing on the Moment

As LP confidence builds, so too do their expectations. LPs are not just looking for strong returns—they want to be assured that their capital is being managed with the highest levels of transparency and care. For fund managers, this means that now more than ever, effective communication and reporting are critical. Hear it from one of our valued clients:

“With Altvia, distributing information to our LPs and prospects save us many, many hours of work each week. In the past, it would be a half-full-day project to send emails out to LPs with the correct documents. Now it can be set up and sent in 1-2 hours. Our LP data is accurate and consistent across multiple investments, which saves us 1-2 days of updating records and sending tax documents for the finance team during audit/tax season. We are also able to create better marketing materials and track LP responses to ensure emails are sent. Overall, this was the greatest platform upgrade we’ve made to date!” https://app.userevidence.com/assets/9702TSLH

As the technology pioneers for alternatives, Altvia’s platform is uniquely positioned to support the above needs, with its ongoing innovation and ability to help firms differentiate in the eyes of LPs. With solutions like AIM and ShareSecure, fund managers can provide LPs with real-time updates, detailed reports, and a transparent view of how their investments are performing. This level of transparency helps to foster trust and ensures that LPs feel secure in their decision to commit capital.

The improving sentiment among LPs presents a golden opportunity for fund managers. By doubling down on efforts to engage with LPs, demonstrating strong performance, and offering the transparency they demand, fund managers can position themselves as trusted partners, capable of delivering results even in uncertain times.

A New Phase of Renewed Confidence

As LPs renew their confidence in private equity, fund managers have a critical role to play in sustaining this momentum. By prioritizing transparency, communication, and performance, firms can build on this positive sentiment and drive long-term success. At Altvia, we understand the need for transparency, effective communication, and robust performance reporting to ensure strong and modern GP-LP relationships. Our platform ensures that you can meet—and exceed—those LP expectations, positioning your firm as a leader in the industry. Talk to one of our experts to learn how the right technology infrastructure can help you strengthen existing relationships and secure new commitments. https://altvia.com/book-a-meeting.

Centralizing Data: The Essential Action for Operational Excellence

In an era where data drives decisions and shapes private equity and alternative market strategies, centralizing your data isn’t just an IT initiative—it’s a game-changer for your entire organization. Centralizing your data enables you to aggregate and integrate information from various departments into a single, cohesive system. Without a unified data source, you risk fragmented insights that can hinder decision-making. By centralizing data, you create a single source of truth that integrates finance, marketing, and operations data, providing a comprehensive view of your business. This holistic perspective empowers you to make more informed strategic decisions and drive growth.

At Altvia, we believe that efficient data management is critical to achieving streamlined operations and gaining unified insights across all departments in a firm. Here are four reasons why centralizing data is essential and how it can transform firm operations:

Streamline Operations for Maximum Efficiency

Manual processes and disparate systems can bog down productivity and create process inefficiencies. Centralizing private equity data and other investment metrics addresses these issues by automating manual tasks and integrating workflows across the organization. Altvia’s solutions automate routine tasks and integrate workflows, eliminating bottlenecks and reducing the time spent on repetitive tasks. Our centralized data systems enhance productivity by enabling real-time updates and seamless information sharing across your organization. This means your team can focus on what truly matters—driving firm success.

Ensure Data Accuracy and Consistency

Using data analytics in private equity for increased accuracy is critical for making reliable decisions. Centralizing your data ensures that every department works from the same accurate, up-to-date information, minimizing discrepancies and errors. By breaking down data silos and automating data handling, you create a consistent and trustworthy data environment. This consistency supports precise analytics and reporting, leading to more confident decision-making.

Drive Unified Analytics and Reporting

To make data-driven decisions, you need integrated analytics that act as your internal data center and provide a comprehensive view of your firm. Altvia’s centralized data solutions offer unified analytics and reporting, allowing you to track performance metrics and key indicators across all departments. This integrated approach facilitates better trend analysis, performance monitoring, and strategic forecasting, enabling you to navigate complex business environments with clarity.

Integrate with Existing Systems

Worried about how centralizing data will fit with your current systems and private equity tech stack? To gain meaningful insights, it’s essential to have access to integrated and unified analytics. Centralized data systems allow for comprehensive reporting and analytics across all departments, providing a holistic view of performance metrics and key business indicators. Being purpose-built atop the #1 global CRM in the world, Altvia is uniquely positioned to seamlessly integrate with your existing software and data sources. Whether you’re using CRM, portal, or analytics solutions, we ensure smooth integration to enhance the functionality of your current tech investments. This means you can leverage the full potential of your existing systems while benefiting from a centralized data approach.

Summary: Leverage Centralized Data for Strategic Advantage

Centralizing your data is more than a technical upgrade—it’s a strategic advantage that transforms your organization’s operations and decision-making. With Altvia’s powerful ability to centralize private equity and alternative investment data, you can achieve cohesive insights, streamline processes, ensure data accuracy, and drive unified analytics. This transformation not only enhances efficiency but also positions your firm for long-term success. Ready to unlock the full potential of your data? Contact us today to learn how Altvia’s solutions can help you centralize your data for improved insights, streamlined operations, and greater productivity. https://altvia.com/book-a-meeting/