CASE STUDY: EDGE NATURAL RESOURCES IS ON TOP OF THEIR GAME WITH AN INTEGRATED CRM SOLUTION FROM Altvia

 

 

Edge Natural Resources is an energy private equity investment management firm that focuses on opportunities in upstream exploitation and development with aggregate commitments from a diverse base of endowments, foundations and family offices.

Background

The firm was experiencing strong momentum and as they grew, so did their operations and investor demands. To help solve these growth challenges, management applied 25+ years of combined private equity experience in selecting a solution to help consolidate, organize and integrate their workflows and fund management along with investor communications. 

The Solution

In relation to the onboarding experience, the implementation process involved a dedicated project manager and support team who partnered with Edge Natural Resources to ensure adoption, data integrity and training. And with a prescriptive approach calibrated to Edge Natural Resources, the process was streamlined and effective by sharing best practices and providing customized training. In addition to AIM, Edge Natural Resources also selected AIM Investor Correspondence to simplify investor communications like capital calls and document splitting as well as ShareSecure to manage the volume and coordination of investment materials. 

“The people I work with at Altvia actually care – care what I think and want to make me successful. And that to me is very important, more so than if you have all the bells and whistles – you can get that eventually anyway…I want to have someone that I can count on.”

– Stacie MooreEdge Natural Resources

The Results

Edge Natural Resources gained significant time savings when distributing a capital call through a more automated, integrated workflow. And to service the number and breadth of investor demands, the firm provided a high touch investor experience with consistent communications, reliable reporting, and timely investment materials.

 

Download the complete case study for more about how ENR gained operational efficiency while managing investor demands or see the solution live by scheduling a demo.

 

 

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