by James Kroeker | Jun 14, 2019 | Alternative Asset Management, Best Practice, Data Analytics & Business Intelligence, Fund Management Software, Private Equity Software
Making deals and raising funds may seem to be all about the numbers, but any fund manager will tell you that success depends on how effectively private equity firms can leverage relationships. This is the first blog post in a four-part series on how Private Equity firms can better use data and technology to their competitive advantage.
by Nicole Pinto | May 21, 2019 | Alternative Asset Management, Best Practice, Data Analytics & Business Intelligence, Data Room, Fund Management Software, Private Equity Software, Tips & Tricks
What to consider when assessing Salesforce for your Private Equity Firm Salesforce is a good option for fund managers who want to streamline fundraising, improve portfolio management, and gain a competitive edge. However, there are a variety of ways that...
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.
