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LEADING FOR SUCCESS IN PRIVATE EQUITY: FINDING YOUR ANSWERS

How can private equity firms benefit from accessibility, interactivity, and visualization of their data? A recent article published by FundFire reported that private equity managers are dramatically ramping up initiatives around how data is accessed and used in order...

Changes to AIM from Salesforce Summer ‘19 Release

The Salesforce Summer ‘19 Release will roll out on June 7th and 14th. The release is intended to increase productivity and deliver personalized customer journeys with the latest Customer Success Platform innovations. These changes will all occur within the AIM...

Salesforce for Private Equity

What to consider when assessing Salesforce for your Private Equity Firm     Salesforce is a good option for fund managers who want to streamline fundraising, improve portfolio management, and gain a competitive edge. However, there are a variety of ways that...

5 Reasons to Reconsider Salesforce for Fund Management

Why the leading CRM needs a little more for alternative investing.   Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management. Altvia's product, AIM is a platform built within...

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