Client Case Studies

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

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.

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.

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.

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.

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.

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.

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