by Jeff Williams | May 14, 2019 | Alternative Asset Management, Best Practice, Fund Management Software, Private Equity Software, Tips & Tricks
When first getting to know our private equity clients, we discuss what methods they are currently using, and often that answer is Excel. Private equity firms ended up looking for a new solution when they reached the limits of the system, which without a doubt is...
by Nicole Pinto | May 7, 2019 | Alternative Asset Management, Best Practice, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
Why the leading CRM needs a little more for alternative investing. Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management. Altvia’s product, AIM is a platform built within...
by Nicole Pinto | Apr 25, 2019 | Best Practice, Data Analytics & Business Intelligence, Private Equity Software, Resources
In a recent post, we shared how important it is to properly implement technology in order to realize the full organizational impact of technology on your firm. The industry agrees—technology is a powerful tool to gain visibility and improve the investor experience....
by Nicole Pinto | Apr 18, 2019 | Alternative Asset Management, Best Practice, Data Analytics & Business Intelligence, Fund Management Software, News, Private Equity Software, Resources, Tips & Tricks
We’re always working to improve and develop new functions and features for our suite of solutions, but it doesn’t stop there. We also want to ensure that our clients have all the support that they need, when they need it, so we are proud to announce the launch of a brand new Altvia Community.
by Jeff Williams | Mar 12, 2019 | Best Practice
The other day, I was on a call with a firm that invests in the management companies of large, premier GPs and helps them to address strategic operational priorities. They had downloaded our Investor Experience guide because, in their words, “The bulk of what we...
by Kristin Martin | Feb 26, 2019 | Best Practice
Due diligence has always been important to PE firms. In 2019, the role in-depth research plays in a firm’s success continues to grow. Today’s hyper-competitive, fast-evolving business environment makes it critical to understand the potential value of a target. In...
