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SOLUTIONS
- BY BUSINESS TYPE
- BY BUSINESS NEED
  - CONTACT & DATA MANAGEMENT (CRM)Private Equity CRM built on the Salesforce® platform
  - DATA ANALYTICS & BUSINESS INTELLIGENCEVisualize and interact with data across systems all in one place
  - DEAL FLOW MANAGEMENTDue diligence and investing process tracking
  - INVESTOR RELATIONSReporting and communications tools as well as investor portal
  - FRONT-TO-BACK OFFICEIntegration of CRM, data room and legacy accounting systems
  - DATA ROOMVirtual data room integrated with the Salesforce® platform
  - LP PORTALSecure portal for investor materials
- - INVESTOR RELATIONSHIP MANAGEMENT PLATFORMSecure GP-LP engagement platform
  - MOBILE ACCESSApplication for mobile CRM and data room/LP portal access
  - EMAIL COMMUNICATIONSPrivate Equity email communication solution for your entire network
  - DESKTOP INTEGRATIONMicrosoft Outlook and Excel integration with the Salesforce® platform
  - COMPLIANCEPowerful reporting and tracking capabilities
  - CONSULTING & PROFESSIONAL SERVICESServices to customize, implement, support, and optimize your solution
PRODUCTS
- BY BUSINESS TYPE
- BY BUSINESS NEED
  - AIMPrivate Equity CRM on the Salesforce® platform
  - AIM INBOX POWERED BY ZYNBITOutlook integration with AIM / Salesforce
  - ALTVIA ANSWERSData analytics and business intelligence solution
  - ALTVIA CORRESPOND INVESTOR EDITIONCommunication tool to create and distribute investor documents
  - ALTVIA CORRESPOND MARKET EDITIONMass email application with full AIM integration
  - ALTVIA CORRESPOND PREMIUM EDITIONEnd-to-end communication solution
  - SHARESECUREModern virtual data room and LP portal
  - SHARESECURE PREMIUMGP-LP engagement platform with video and digital signature capabilities
  - ALTVIA CAREIndustry leading consulting and professional services team
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CONTACT

If you have questions, comments, or would like to see the Altvia private equity solution in action,
please contact us.

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info@altvia.com

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800.914.9120

(international)

Colorado

590 BURBANK ST. SUITE 220, BROOMFIELD, CO 80020

london

15 BISHOPSGATE,
LONDON EC2N 3AR

COMPANY



info@altvia.com

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