Tag: Press Releases

Based on a widespread survey of more than 500 GPs and other key private equity industry participants, Altvia was recognized, for the third consecutive year, by Private Equity Wire US Awards as “Best New Solution Provider” for its alternative investments software.

DENVER, October 26, 2023 /PRWeb/ – Altvia, the leading technology provider in alternative investments announced it has been awarded “Best New Solution Provider” by Private Equity Wire’s US Awards 2023. Altvia drives innovation and transforms data for GPs to deliver a best-in-class LP experience through a purpose-built and fully integrated private equity CRM platform.

“We are honored to receive the Best New Solutions Provider award from PE Wire this year,” said Brie Aletto, CEO of Altvia. “We take great pride in this achievement as it reaffirms our dedication to delivering innovative technology solutions to our clients, which subsequently pushes the private capital market forward as a whole. This accolade not only recognizes our past efforts, but also inspires us to continue to push the boundaries with our products to uncover what is possible in the world of private equity technology.”

The Private Equity Wire US Awards recognize excellence among private equity fund managers and service providers in the US across a wide range of categories. Nominations for the service provider awards are based on a widespread survey of more than 500 GPs and industry leaders. Winners were announced last night during an awards ceremony and networking event held at The Penn Club of New York.

With a commitment to excellence in service, product innovation, and having a deep understanding of the unique needs of the industry, Altvia has become a trusted partner for hundreds of world-class firms seeking to optimize their processes and create a competitive edge in this competitive market. Acquired by Marlin Equity Partners in 2022, Altvia has increased its research and development investment to focus on transforming the way GPs deliver continuous value, real-time decision support, and secure communications to their valued investors.

With winning “Best New Solution Provider,” Altvia is proud to add a fourth Private Equity Wire Award alongside their dual wins of “Best Fundraising Solution” and “Best Secure Workflow Management Provider” in 2022 and “Best Secure Workflow Management Provider” in 2021.

To learn more about Altvia’s private equity CRM, alternative investment management software, and deal flow management solutions, or explore visit: https://altvia.com/platform/

About Altvia

As the technology pioneer for private capital markets, Altvia continues to drive innovation for GPs to deliver a best-in-class LP experience. Altvia is the first and only solution to successfully build a fully integrated CRM platform atop Salesforce – empowering private equity, venture capital, and other alternative asset professionals to streamline operations, enhance investor relationships, and extract valuable insights from their data. Learn more at www.altvia.com.

About Private Equity Wire

Private Equity Wire provides highly relevant and actionable information for GPs, service providers, and LPs.

Enterprise leaders in fund workflow automation create multi-use-case and multi-purpose onboarding solution for fund managers.

September 6, 2023 09:00 AM Eastern Daylight Time

NEW YORK, NEW YORK – (BUSINESS WIRE) – Today, Altvia and Passthrough announced the launch of OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding solution, so that General Partners can provide a best-in-class investor experience.

Passthrough is a leader in fund workflow automation for investors, fund managers, and other fintechs. They enable investors to speed through the onboarding process, allowing fund managers to close capital commitments in minutes instead of weeks. Altvia is a market-leading software provider of CRM, Data Analytics, LP Portal, and Data Room. Their end-to-end solution, and unmatched expertise, help alternative investment firms seamlessly evolve and manage complexity as they grow, multiply funds, and expand their LP base. Since its initial announcement earlier this year, the strategic partnership with Altvia has enabled GPs to improve relationships with their LPs by providing a seamless, digital experience throughout the entire onboarding process.

Altvia’s OnboardingBridge powered by Passthrough, is the first solution to fully integrate a CRM with an investor onboarding solution. This strategic integration delivers rapid data processing, minimized onboarding risk, and expedites fund closures. This allows fund managers to close a raise weeks or even months faster by establishing one source of truth for investors. Altvia’s AIM CRM and Passthrough seamlessly transfer data back and forth by way of OnboardingBridge, which provides GPs with the most elegant and streamlined LP onboarding solution in private markets.

“Our objective has always been straightforward: to solve investor onboarding at the infrastructure level. By partnering with Altvia earlier this year, we leapt closer to that goal,” explains Tim Flannery, Co-founder & CEO of Passthrough. “Through OnboardingBridge, GPs can now prioritize relationship management without the burden of data administration. While Passthrough streamlines document completion and data system integration, GPs can get back to running their funds and utilizing readily accessible investor data.”

With OnboardingBridge, Passthrough and Altvia users will be able to efficiently utilize, import, and export accurate, pre-populated investor sub doc data for immediate use in Altvia’s AIM CRM. Additionally, rapid and seamless data transfer minimizes business delays, enabling teams to accelerate fund closing timelines without additional workloads. Its real-time visibility empowers firm-wide collaboration by providing a live onboarding status to investor relation teams within Altvia’s AIM CRM with no additional work.

“OnboardingBridge is a first-of-its-kind solution that’s directly addressing many of the data administration problems plaguing GPs and LPs everywhere,” says Jeff Williams, Altvia’s Chief Strategy Officer. “Especially as firms and GPs continue to grow and expand their LP base – we want to be providing them with the tools they need to seamlessly evolve and manage complexity. With the help of Passthrough, we’ve been able to do just that.”

“We’ve achieved data continuity throughout our fundraising process with OnboardingBridge,” says Sara Anderson, PennantPark’s Investor Relations Product Manager. “Because our fundraising and investor data seamlessly flows between our CRM and sub docs now, we’ve been able to use the time previously spent on manual processes for building relationships with our LPs, giving them a better experience all round. We can close our raise faster and our team is happier.”

To learn more about Passthrough and Altvia’s partnership, and how to get started with OnboardingBridge, please visit: https://passthrough.com/altvia or meet both teams in person at Private Equity International’s Investor Relations, Marketing & Communications Forum, held at Parc 55 in San Francisco on September 20 and 21.

About Passthrough
Passthrough turns workflows like subscription document execution into solved problems – seamlessly manages subscription document distribution, execution, and compliance in minutes. Founded by former leaders from the Carta Investors Services team Alex Laplante, Ben Doran, and Tim Flannery, Passthrough provides an integrated platform solution that makes the subscription document process turnkey for investors with replicable and verifiable identity information built in for future use. In addition to subscription documents, Passthrough also offers a comprehensive AML & KYC compliance product which collects information from investors so fund managers can remain compliant.

About Altvia
Altvia is a market-leading provider for CRM, investor and deal management systems specifically built for Private Capital Market firms. The company’s cloud-based platform (AIM, ShareSecure, Correspond, and Answers) is transforming the way GP’s deliver continuous value, real-time decision support, and secure communications to their valued constituents. Marquee firms across multiple verticals trust Altvia to optimize operational functions and enable critically important communications. Altvia is a Marlin Equity Partners portfolio company.

Media Contact:
Kathy Osborne
press@passthrough.com

Enterprise leaders in fund workflow automation partner for multi-use-case and multi-purpose solutions for fund managers

April 11, 2023 09:00 AM Eastern Daylight Time

NEW YORK–(BUSINESS WIRE)–Today, Passthrough and Altvia announce a new strategic partnership that will create a modern approach for Investor Relations teams to leverage data and technology to convert their fundraising funnel faster. Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, and Altvia, a purpose-built fund lifecycle platform to facilitate world-class partnerships between LPs and GPs, will be releasing an API integration later this year.

“By connecting with our infrastructure, Altvia’s fund managers can provide simplified investor onboarding relying on software instead of pen & paper so they can close their funds weeks or months faster.”Tweet this

Altvia is a market-leading provider of CRM, analytics, LP Portal, and Data Room software specifically built for Private Capital Market firms to help them gain visibility and insight with a real-time view of performance and activities across fundraising, investing, and LP engagement. Altvia’s end-to-end solution, and unmatched expertise, helps alternative investment firms seamlessly evolve and manage complexity as they grow, multiply funds, and expand their LP base.

Passthrough enables investors to speed through the onboarding process, allowing fund managers to close capital commitments in minutes instead of weeks. They turn workflows like subscription document execution and KYC/AML into solved problems – seamlessly managing subscription document distribution, execution, and compliance.

“We think investor onboarding should be solved at the infrastructure level and over API, which means we don’t need to be another destination for fund managers and investors to constantly check. Instead, we power the private capital market with a default investor onboarding tool for fund managers,” says Tim Flannery, Co-founder & CEO of Passthrough. “By connecting with our infrastructure, Altvia’s fund managers can provide simplified investor onboarding relying on software instead of pen & paper so they can close their funds weeks or months faster.”

Today, Altvia clients can sync historical investor information with Passthrough for a seamless document completion experience. With the upcoming integration, the information will sync live so investors will automatically be added to Passthrough’s investor onboarding solution for electronic subscription documents and KYC/AML offering. As part of the KYC/AML offering, Altvia customers will also be able to screen investors against sanctions lists on an initial and ongoing basis so they can monitor their risk.

“We are laser-focused on creating the private capital market’s most seamless and elegant investor experience technology” says Jeff Williams, Altvia’s Chief Strategy Officer. “To do that, we are partnering with best-of-breed solutions like Passthrough to provide similar experiences for our top tier client roster and their investors. The streamlined experience that comes as the result of this integration, together with Passthrough’s differentiated identity resolution data, made this partnership a natural fit, and we’re thrilled about what it offers the market.”

The initial real-time API integration will be released later this year. The strategic partnership between Passthrough and Altvia will continue to look for opportunities to extend the integration across products.

To learn more about Passthrough and Altvia’s new strategic partnership, please visit: altvia.com/passthrough.

Additionally, you can find the Passthrough and Altvia teams at the Private Equity International Investor Relations, Marketing & Communications Forum (PEI IR Forum) in NYC on April 19-20.

About Passthrough

Passthrough turns workflows like subscription document execution into solved problems – seamlessly manages subscription document distribution, execution, and compliance in minutes. Founded by former leaders from the Carta Investors Services team Alex Laplante, Ben Doran, and Tim Flannery, Passthrough provides an integrated platform solution that makes the subscription document process turnkey for investors with replicable and verifiable identity information built in for future use. In addition to subscription documents, Passthrough also offers a comprehensive AML & KYC compliance product which collects information from investors so fund managers can remain compliant.

About Altvia

Altvia is a market-leading provider for CRM, investor and deal management systems specifically built for Private Capital Market firms. The company’s mobile-optimized platform (AIM, ShareSecure, Correspond, and Answers) is transforming the way GP’s deliver continuous value, real-time decision support, and secure communications to their valued constituents. Marquee firms across multiple verticals trust Altvia to optimize operational functions and enable critically important communications. Altvia is a Marlin Equity Partners portfolio company.

Contacts

Media:
Kathy Osborne
press@passthrough.com

The Private Equity Wire US Awards recognize excellence among private equity fund managers and service providers in the US across a wide range of categories. Voting is conducted via an online poll of the entire Private Equity Wire userbase, where participants are asked to make their choice among the shortlisted firms in each category. The nominated firms are based on a widespread survey of more than 100 GPs and other key industry participants. Winners were announced last night during an awards ceremony and networking event held at The University Club in Manhattan. 

“We are delighted to be recognized by the industry amongst our competitors with this prestigious award. As the private equity industry rapidly adopts new technologies to drive improvements and efficiencies, we help our clients more effectively raise and deploy capital, optimize workflows, collaborate cross-functionally, and analyze performance across their investments as part of their path to the top,” commented Brie Aletto, President and CEO of Altvia, on the accomplishment. “Altvia is privileged to have strong employees and customers that have supported our continued growth and are robust contributors to winning these awards.” 

Learn more about how our award-winning solution can help you win deals in a hyper-competitive market.

About Alvtia

Altvia is a market-leading provider for CRM, investor and deal management systems specifically built for Private Capital Market firms. The company’s mobile-optimized platform (AIM, ShareSecure, Correspond, and Answers) is transforming the way GP’s deliver continuous value, real-time decision support, and secure communications to their valued constituents. Marquee firms across multiple verticals including IVP, Livingbridge, Tailwater Capital, and RCP Advisors trust Altvia to optimize operational functions and enable critically important communications. Altvia is a Marlin Equity Partners portfolio company. Learn more at www.altvia.com. 

About Private Equity Wire

Private Equity Wire provides highly relevant and actionable information for GPs, service providers, and LPs.

DENVER, July 26, 2022 /PRNewswire/ — Altvia is pleased to announce that Marlin Equity Partners (“Marlin”) has completed a significant majority growth investment in Altvia, a market leader in software solutions for the alternative asset space. Altvia’s comprehensive platform, comprising a verticalized CRM built on Force.com, investor engagement offerings, and analytics engine, helps hundreds of asset managers more effectively raise and deploy capital, optimize workflows, collaborate cross-functionally, and analyze performance across their investments. 

The transaction enables Altvia to further expand its leadership position within the software ecosystem for alternative asset managers by accelerating product innovation and supporting the go-to-market function. 

“We are incredibly proud of the market-leading products and loyal customer base that we have built at Altvia,” said Brie Aletto, CEO of Altvia. “Marlin shares our strategic vision of equipping private capital market participants with purpose-built systems to drive world-class partnerships between Limited Partners and General Partners. We are thrilled to partner with Marlin as we enter the next phase of growth.”

“Participants in the private capital markets are rapidly adopting new technologies to drive improvements and efficiencies as they navigate increasing demands from regulatory bodies, ESG impacts, and expanding partnerships with Limited Partners,” said Nick Lukens, a managing director at Marlin. “We look forward to providing our operational expertise and financial support to further advance Altvia’s position in the market, accelerate technological innovation, and enhance its existing product capabilities for its current and future customer base.”

About Altvia

Altvia is a market-leading provider for investor and deal management systems specifically built for private capital market firms. Founded in 2006, Altvia has hundreds of clients and supports over 40,000 Limited Partner investors. The company’s mobile-optimized platform (AIM, ShareSecure, Correspond and Answers) is transforming the way General Partners deliver continuous value, real-time decision support and secure communications to their valued constituents. Marquee firms across multiple verticals trust Altvia to optimize operational functions and enable critically important communications. For more information, please visit www.altvia.com.

About Marlin Equity Partners

Marlin Equity Partners is a global investment firm with over $8.1 billion of capital under management. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company’s outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed over 200 acquisitions. The firm is headquartered in Los Angeles, California, with an additional office in London. For more information, please visit www.marlinequity.com.

DENVER, Jan. 5, 2022 /PRNewswire/ — Built In today announced that Altvia was honored in its 2022 Best Places To Work Awards. Specifically, Altvia earned a place on 2022 Best Places To Work in Colorado. The annual awards program includes companies of all sizes, from startups to those in the enterprise, and honors both remote-first employers as well as companies in the eight largest tech markets across the U.S.

“In an extremely competitive employment market, attracting and retaining our team members is of utmost importance to the ongoing growth and advancement of any business,” stated Brie Aletto, CEO of Altvia. “I’m proud and grateful of the efforts we take at Altvia to build a collaborative and inclusive culture, and to subsequently be recognized for those initiatives as one of the top places to work.” 

Built In determines the winners of Best Places to Work based on an algorithm, using company data about compensation, benefits and companywide programming. To reflect the benefits candidates are searching for more frequently on Built In, the program also weighs criteria like remote and flexible work opportunities, programs for DEI and other people-first cultural offerings. 

“It is my honor to extend congratulations to the 2022 Best Places to Work winners,” says Sheridan Orr, Chief Marketing Officer, Built In. “This year saw a record number of entrants — and the past two years fundamentally changed what tech professionals want from work. These honorees have risen to the challenge, evolving to deliver employee experiences that provide the meaning and purpose today’s tech professionals seek.”

About Built In’s Best Places To Work

Built In’s esteemed Best Places to Work Awards, now in its fourth year, honor companies across numerous categories: 100 Best Places to Work, 50 Best Small Places to Work, 100 Best Midsize Places to Work, 50 Companies with the Best Benefits and 50 Best Paying Companies, 100 Best Large Companies to Work For, and 50 Best Remote-First Places to Work. Learn more – www.builtin.com

About Altvia

Altvia translates data into intelligence so you can unleash the power of your relationships. As the premier platform for private equity built on top of Salesforce, Altvia combines future-focused technology with proven processes to fundamentally improve the communication and relationship between GPs, LPs, and Portfolio Companies. Learn more – www.altvia.com

CONTACT: Altvia Growth, growth@altvia.com

DENVER, Nov. 30, 2021 /PRNewswire/ — Private capital market platform, Altvia, has partnered with Preqin, the industry’s most comprehensive alternative assets data provider, to integrate Preqin data with Altvia’s CRM and investment management platform. 

Through the integration, mutual clients can now seamlessly enrich their Altvia CRM with Preqin’s Investor and Contact data for private equity and venture capital. The offering will centralize essential data into one solution, saving users time, bringing new visibility to the investment lifecycle, and driving enhanced workflow efficiency. 

For over a decade, Altvia witnessed the evolution of the alternative asset industry while working with hundreds of fund managers, investor relations teams, and partners. As competition rises for both capital and deals, Altvia identified the need to improve General Partner (GP) to Limited Partner (LP) communications and provide firms with integrated communications tools.

Brie Aletto, President and CEO of Altvia says: “Preqin integrates seamlessly with Altvia’s CRM, boosting productivity, improving data integrity, and ensuring security. The combination of these products enables fund managers to leverage better insights from their data, strengthen existing relationships, and effectively track the fundraising pipeline.”

Alex Meier, Preqin’s Global Head of Channel Sales, says: “We are excited to partner with Altvia and to offer a powerful integration for our mutual clients. Our customers are increasingly reliant on fast, intuitive technology to spot trends, connect to the decision-makers quickly, and improve time to market.”

Altvia and Preqin will continue to expand their integration offering, bringing best-in-class data and technology solutions to their shared clients. 

About Altvia

Altvia translates data into intelligence so you can unleash the power of your relationships. As the premier platform for private equity built on top of Salesforce, Altvia combines future-focused technology with proven processes to fundamentally improve the communication and relationship between GPs, LPs, and Portfolio Companies. Founded in 2006 and powering top-tier firms around the globe, Altvia serves clients on six continents and continues to expand operations. Learn more: www.altvia.com. 

About Preqin

Preqin is the Home of Alternatives™, the foremost provider of data, analysis, and insights to the alternatives industry. The company has pioneered rigorous methods of collecting private data for almost 20 years, so that 170,000+ global professionals can streamline how they raise capital, source deals and investments, understand performance, and stay informed. Through close partnerships with its clients, Preqin continuously builds innovative tools and mines new intelligence to enable them to make the best decisions every day. Learn more: www.preqin.com.

CONTACT: Altvia Partners, partners@altvia.com 

SOURCE Altvia Solutions, LLC

Related Links

https://altvia.com/ 

https://www.preqin.com/