In 2017, ClearVision Equity launched its first investment. In a few short years, the firm has completed over 25 investments across a variety of Southern California industries. ClearVision is a small, experienced team with a high success rate and currently manages about $30 million of committed capital.
Before Altvia, ClearVision needed a fundraising tool to track investor information, send emails, and organize & store files. To accomplish that Ryan Zachary, Vice President at ClearVision, was using 8 different pieces of software, including Box and HelloSign.
API connections tied the systems together, which would often disconnect if one platform had an update. Inevitably, an update would create a domino effect, and all of the systems would have to be reconnected. A lot of time was being spent on reconnecting the systems, and it wasn’t sustainable.
Altvia’s CRM solution, AIM, gave ClearVision a centralized database for all their investor information. Correspond Investor and Market Editions made it easy to create and send both specific and broad emails and review delivery reports to ensure that the updates or commitments reached the right audiences. ShareSecure gave ClearVision a user-friendly LP Portal to track, share, and sign investor documents.
Switching to Altvia’s solutions was not only a timesaver but also allowed ClearVision to have all their information in one place. When asked about his favorite Altvia tool, his response was, “it’s the platform as a whole–I have tasks, calendars, email marketing, SPV and LP information seamlessly connected all in one place, unlike our tools previously. It has truly become my source of record on our investments.”
Download the complete case study for more about ClearVision Equity and the private capital platform that increased efficiency.