You're In Good Company

Explore how your peers use Altvia for faster fundraising, precise deal execution, portfolio monitoring, and to drive LP loyalty. 

Client Case Studies

MGP logo

Midwest Growth Partners’ (“MGP) vision is to be the preeminent alternative asset manager serving overlooked geographies. MGP has intentionally positioned itself to offer situationally correct capital structures for each company.

Spire logo

Spire Capital implemented a portfolio company dashboard in its LP portal, which enables them to easily pull up mark-to-market valuations at a fund level for each portfolio company.

Plexus logo

AIM started saving the Plexus team time and making them more efficient. The 20-page Monday morning meeting reports that used to take up to 10 hours could now be compiled in 15 minutes.

Crosslink logo

Crosslink Capital found that their original Salesforce implementation was not sufficient for their firm and migrated to Altvia so their deal and investor relations teams are built to scale...

Techstars logo

Techstars needed to move the countless shared folders, documents, and spreadsheets they used to track portfolio companies into a better solution. They found Altvia as the perfect fit for the organization...

ENR logo

In addition to AIM, Edge Natural Resources also selected Correspond Investor Edition to simplify investor communications like capital calls and document splitting as well as ShareSecure to...

RCP logo

RCP Advisors tracks fundraising, due diligence, and portfolio management. Altvia’s consolidated insights allow the team to see relationships and performance at a glance...

Phoenix logo

Phoenix Equity Partners has now transitioned to a paperless workplace thanks in part to AIM, and the ability for its investment managers and partners to find the same CRM-related information, whether via a PC or a mobile device.

IVP logo

Institutional Venture Partners uses Altvia’s portal and email marketing tools to streamline fundraising efforts. After switching to Altvia the team decreased the time spent building reports by 10x...

CV logo

Altvia’s CRM solution, AIM, gave ClearVision a centralized database for all their investor information. Correspond Investor and Market Editions made it easy for Zachary to create...

Crestone logo

With increasing assets under management, Crestone sought out a system to support business growth, create operational efficiencies, and better serve their stakeholders.

LFM logo

While doing her due diligence on private equity CRM vendors, Ginsberg was referred to Altvia through LFM’s outsourced investor relations resource, who also works with...

IMC logo

Much of the deal tracking and relationship tracking functionality that IMC was looking for already existed in AIM. The industry-specific functionality, however, needed to be built into their version of AIM.

Featured Case Study

Email Marketing-CRM Integration Delivers Quick Results for Midwest Growth Partners

According to Ben Fogle (MGP Partner and Investment Committee member), MGP was similar to many firms, in that MGP struggled with “stale and dispersed” data—information maintained in a variety of spreadsheets, Outlook calendars, and contact records, and other sources.

Not surprisingly, it was difficult to keep important information accurate, organized, and accessible by team members. Further, as MGP continued to grow and scale, it needed a better way to share communication and interaction touchpoints across the platform. 

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