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.
Preferred Return Podcast
The Private Equity Techstack Podcast
This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.