OVERVIEW
As a leading global, independent, full-service placement agent and secondaries advisory firm, Monument Group has helped clients raise over $148 billion in alternative investment assets. With a global presence spanning Boston, London, Amsterdam, and Tokyo, operational precision and investor transparency are mission-critical. For over a decade, Monument Group has relied on Altvia to unify its investor workflows and drive efficient fundraising execution.
“Altvia’s CRM is the backbone of our investor workflows.”
– Ellie Kennedy, Partner, Monument Group
CLIENT SINCE
2013
FIRM TYPE
Placement Agent
GLOBAL OFFICES
Boston, London, Amsterdam, Tokyo
USE CASES
Investor workflows, fundraising, tracking, reporting
RESULTS
4-office global rollout, real-time LP visibility, time savings on reporting.
One Source of Truth Across Global Offices
With teams operating across time zones and continents, Monument Group needed a centralized platform to align their efforts and eliminate data silos. Altvia’s CRM serves as the firm’s single source of truth—keeping every office in sync and every team member aligned across dozens of active mandates.
Global Coordination – Simplified
A unified system ensures that regardless of location, everyone is operating from the same data.
Integrated Communication Tools
Calendar sync and email integration ensure seamless investor engagement and prevent key touchpoints from slipping through the cracks.
Complete Interaction History
All LP communications are logged in one place, giving the team full visibility into relationship progression.
More time for what matters. With data up-to-date and easily reportable, the team can focus on delivering value to clients—not wrangling spreadsheets.
Dynamic Reporting That Keeps Pace
In a fast-moving fundraising environment, Altvia’s CRM enables Monument Group to adapt reporting in real time. Purpose-built atop Salesforce, Altvia’s CRM gives the team the flexibility to adapt reporting as client needs and market dynamics shift.
- On-demand dashboards. Homepage reports give the team a live snapshot of fundraising activity and pipeline health.
- Tailored LP updates. Branded pipeline tearsheets allow Monument Group to deliver professional, customized updates to investors.
- Full lifecycle visibility. From initial contact to final close, the team tracks fundraising progress, investor status, and activity across multiple mandates.
- No more waiting on IT. Non-technical users can adjust reporting outputs and dashboards on the fly—speeding up client responsiveness and internal alignment.
Scaling with Confidence
As Monument Group expands its services to include secondaries and co-investment advisory, operational scalability has become a strategic imperative. Altvia’s CRM gives them a flexible foundation to grow without friction.
- Firmwide consistency. Standardized workflows and strong adoption across four global offices ensure reliability at scale.
- Time saved through automation. Embedded reports and custom dashboards drastically reduce time spent on manual reporting.
Built for what’s next. Altvia’s platform supports new business lines without needing to overhaul systems or processes.
Preparing for the Future of Fundraising
Monument Group understands that investor expectations—and technology—are evolving fast. With Altvia, they’re positioned to take advantage of what’s next.
- AI-driven intelligence. From predicting LP engagement timing to suggesting next-best actions, the firm is excited about CRM’s potential to work smarter.
- Hyper-personalized reporting. Tailored LP updates are top-of-mind, ensuring investors get the transparency they expect in formats that resonate.
- Deepening integration. As the firm’s tech stack matures, seamless data flow between tools will become even more critical—and Altvia is central to that vision.
Meet AIMe
11 Years Strong—and The Partnership Continues to Grow
For over a decade, Altvia has been a trusted partner to Monument Group. What began as a CRM implementation has evolved into a powerful operational backbone for the entire firm. As Monument Group continues to grow, innovate, and lead, Altvia’s flexible, fund-focused platform will be there—driving adoption, insight, and impact every step of the way.
Want to see how Altvia can power your fundraising workflows?
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You’ll be amazed at what Altvia can do for you and your team. Let’s talk and see how we can help.
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