Client Case Studies
Explore how your peers use Altvia for faster fundraising, precise deal execution, portfolio monitoring, and to drive LP loyalty.
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Case Study | Growth Catalyst Partners Makes Altvia a Foundation of Their Success
Having used Altvia at Wind Point Partners, Dawson was confident that it could help GCP, and the firm began using the solution from Day 1.
- November 18, 2021
Case Study | Cendana Capital’s Need for a Scalable CRM Leads Them to Altvia
Cendana Capital started as a small shop— with one founder and then just two people—and got by using Excel, email, and other tools to capture and maintain data.
- October 28, 2021
Case Study | Email Marketing-CRM Integration Delivers Quick Results for Midwest Growth Partners
Today, MGP manages two lower middle market investment funds that make individual equity and debt investments ranging in size from $500,000 to $12,000,000 in the food & agricultural, manufacturing, and distribution sectors.
- September 3, 2021
Case Study | Spire Capital Leverages Altvia to Monitor the Portfolio
With Altvia’s help, Spire Capital implemented a portfolio company dashboard in its LP portal, which enables them to easily pull up mark-to-market valuations (cost, fair market value, etc.) at a fund level for each portfolio company.
- July 29, 2021
Case Study | Phoenix Equity Partners Uses Altvia to Optimize Operational Efficiency
Phoenix Equity Partners realized the importance of using a CRM platform built for Private Equity versus a proprietary CRM platform.
- April 20, 2021
Case Study | LFM Makes The Switch To Maximize Deal Sourcing And App Integrations
The switch to a private equity CRM system was necessary for LFM’s future growth to improve deal sourcing execution with integrations.
- April 20, 2021
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