Author: miranda

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. 

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.