Case Study: Phoenix Equity Partners Optimizes Operational Efficiency With AIM

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.

Case Study: Plexus Defines Internal Processes And Paves The Way For Firm Growth With Altvia

Plexus Capital implements AIM to help ramp up deal flow, increase efficiency, and faciliåtate information sharing between team members.

Case Study: RCP Gets Insightful Data Through Enhanced Reporting From AIM

Altvia recently revamped RCP Advisors’ AIM reporting capabilities to provide more insight, timelier, and more accurate information.

Case Study: Edge Natural Resources Is On Top of Their Game With Investor Relations

Edge Natural Resources uses Altvia's fund management software for private equity to gain a competitive advantage. Click here to continue reading.

Case Study: Crestone Capital Saves Hundreds Of Hours Of Work With Altvia

Family office, Crestone Capital sought a solution to combine disparate data systems. Read how AIM and Investor Correspond helped save over 100 hours.

Case Study: IVP Uses Altvia’s Platform For A Faster Fundraise

Prior to Altvia, IVP spent anywhere from 5-10 hours cross-checking investor reports for distribution. It now takes the team 30 minutes.

Case Study: Crosslink Transitions To Altvia For A Centralized Fund Management Database

Prior to using Altvia’s CRM, AIM, Crosslink had been managing their fundraising and investor relations processes using Excel spreadsheets.

Case Study: ClearVision Equity Increases Workflow Efficiency With Altvia

Prior to using Altvia’s CRM, AIM, Crosslink had been managing their fundraising and investor relations processes using Excel spreadsheets.

Case Study: TechStars Uses Altvia To Get Organized And Facilitate Future Growth

Based in Boulder, Colorado, Techstars provides seed funding, intensive mentorship, and access to a network of mentors and alumni in exchange for equity in high-tech startups. Techstars is widely considered to be among the top startup accelerators in the world.

Preferred Return

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.

Follow Us

Join the conversation.

Follow us.

Like us.

Join Our Newsletter

Sign up for our monthly newsletter.