Blog
How Investor Relations Can Drive LP Engagement
Since COVID-19 maintaining LP engagement is a top priority for Private Equity FIRMS Recently, we had the opportunity to sit down with nine individuals who are the heads of investor relations for major general partners. We asked what was at the top of their list in...
Case Study: Crosslink Uses AIM to Turn Their Salesforce Database into a Fund Management Database
Established in 1999, Crosslink Capital is a technology-focused, San Francisco-based investment firm whose investments range from early stage private companies to well-established public corporations.
The Key to Developing and Maintaining Investor Relationships Virtually
Investor Relations Technology Stack Checklist There are signs that the world will, in the months ahead, get a better handle on the COVID-19 pandemic through continued social distancing and other disease prevention measures, new treatments, and a vaccine. Even so, most...
Scale Your Deal Pipeline with Private Equity Technology and Data
Using Private Equity Automation and Data to Scale Your Firm's Deal Pipeline The private capital markets are as competitive as ever. Deal teams nationwide are vying for new business across all industries and looking for ways to get a competitive edge and scale their...
ALTVIA ANNOUNCES SENIOR EXECUTIVE ADDITIONS TO LEADERSHIP TEAM
Altvia announces multiple key strategic executives joining its management team. Michael Belding, Chief Technology Officer, will lead Product and Technology; Brie Aletto, EVP Operations, will head Customer Success, Professional Services, and Solutions Consulting; and...
CHANGES TO AIM FROM SALESFORCE WINTER ‘21 RELEASE
The Salesforce Winter ‘21 Release will roll out on October 9th and 16th. Below are a few features that will be especially helpful for you and your firm. If you would like a more in-depth walkthrough of these features, please contact our Altvia Care team at...
4 Best Practices for Deal Sourcing
Best practices for your private equity deal sourcing strategy. New deal sourcing is the lifeblood of your private equity firm. And yet, research has shown that nearly 70% of PE firms in the United States close 3 deals or less in a year. Deal sourcing activities must...