by Caroline Liegey | Oct 29, 2018 | Events, Private Equity Software, Resources, Salesforce.com, Tips & Tricks
Dreamforce–Salesforce’s annual user conference–offers the rare opportunity to rub shoulders with 170,000 other Salesforce users in a downtown San Francisco five-block radius, an annual setting for the CRM giant to trumpet another year of innovation and growth to key groups of analysts, and a showcase of features, products, and ideas from all corners of the Salesforce ecosystem. For those of us attending from Altvia, Dreamforce provided time and space to reflect on the platform’s direction and to brainstorm about new ways to continue weaving Salesforce into the core of Altvia Care and our product suite.
by Rose Sawvel | Sep 20, 2018 | Events, Investor Relations, Private Equity Software, Resources, Tips & Tricks, Webinars
We’re excited to be sponsoring an IR Masterclass Webinar for PE Hub Network on the topic of Keeping LPs Satisfied in an Age of Transparency. Join PE Hub and our VP of Customer Success, Jill Montera, who will present on how firms can use technology to improve LP reporting and communication along with three other expert specialists.
by Rose Sawvel | Aug 13, 2018 | Events, News
We’re excited to be sponsoring a number of industry events this year. In addition, we’re hosting workshops around the country which you’re welcome to attend free of charge! If you’d like to meet with us at these events or dates/locations, please let us know – we’d love to see you there.
by Rose Sawvel | Jun 5, 2018 | Events, News
Our Vice President of Customer Success Jill Montera will join the panel discussion “Leveraging Technology in Your IR (Investor Relations) Function” at the 2018 PEI IR & Communications Forum, one of the premier events for investor relations and marketing in our industry.
by Rose Sawvel | Mar 13, 2018 | Events, News
Altvia’s Vice President of Products Jeff Williams will join the panel discussion “LP Reporting: Tips and Tricks to Make Your Next LP Meeting a Breeze” at the upcoming 2018 PartnerConnect East conference in Boston. During this panel, Williams will share insights about reporting trends and how GPs are looking to solutions like Altvia Answers to more easily connect data from disparate systems and provide LPs with enhanced reporting.
by Rose Sawvel | Jun 14, 2017 | Alternative Asset Management, Events, Fund Management Software, News, Private Equity Software, Salesforce.com
Altvia’s CEO and Founder Kevin Kelly will join the panel discussion “Technology’s Enormous Impact on the IR Role and What You Need to Know” at the 2017 Investor Relations & Communications Forum hosted by Private Equity International (PEI), now in its 12th year.
