Altvia Answers

Business Intelligence tool that connects, transforms, normalizes, and displays your data to empower stakeholders to find insights quickly.

Private Equity Intelligence Software

Timing is critical and PE firms need an informational edge to differentiate and better compete for capital and deals. An end-to-end, private equity business intelligence solution that connects to, transforms, normalizes, and displays all of your data across systems, Altvia Answers makes it easy to perform complex analyses at any time.

Altvia Answers provides data analytics to business people—without the help of IT—to answer the questions you know you have, along with the questions you haven’t yet discovered. It’s a holistic solution that brings all of your data together into a single source of truth, removes error-prone processes, and enables your firm to differentiate to compete.

Answers has been the solution to what every GP wants: ‘Can’t I just click a button to get the information I need?’ Previously, that wasn’t an option. ‘But with Answers’ filtering capability, GPs can do exactly that. If they only want to look at Fund 1, they can.

Kelli Fontaine

Partner, Cendana Capital


Unify Data Sources

Find complete accuracy, seamlessly updated information, and dynamic dashboards with a single source of truth. No longer be frustrated by stale reporting and multiple re-dos.

  • Real-time data connections instead of downloading and updating information manually
  • Integrate virtually any data source–from flat files like Excel to countless programs including AIM, Salesforce, Microsoft Dynamics and more
  • Cloud-based to run seamlessly without long wait times or loading
Altvia PE Software screenshots - Deal Analytics

Manage A Single-Source Of Truth

Glean the most up-to-date information about your outreach with email analytics. For each mailing, you can quickly determine what percentage of recipients have received, opened, and clicked through your email. Make more informed decisions for deals and fundraising with the ability to drill down to individual contact performance stats.

  • Reduce manual entry and opportunity for error
  • Fetch data on your schedule to drive accuracy
  • Ask and answer questions at any time to any business user

Empower Business Users

Use data analytics differently to answer questions and drive greater awareness with internal contacts, stakeholders, and investors. Business users are empowered and able to run ‘what-ifs’ to find unique solutions to any question.

  • Dynamically filter, drill-down, and explore data on the fly
  • Customize the solution to fit your firm’s unique data needs
  • Designed for end-users with intuitive visuals and data exploration widgets


Cloud-based, Business Intelligence Solution

Mobile responsive for easy access to data

Powerful data visualization and personalization

Purpose-built for Private Equity

Eliminate risk by ensuring a single-source of truth

Continuous refreshing of data analytics

Integrate with virtually any data source: Excel, AIM, SF, etc.

No database or hardware to maintain


CRM for Private Equity

AIM is a holistic, industry specific CRM built for Private Equity on the Salesforce platform.

Guide: Data for Private Equity

How firms use data and technology to gain a competitive advantage.

Blog: Automate Investor Relations

Use automation to optimize administrative tasks and follow up and focus on relationships.

Case Study: LFM Capital

LFM makes the switch to Altvia to maximize deal sourcing and third-party app integrations

Want to get started?

We have a team of experts, with decades of private equity experience to support system adoption and change management.