The Top Tier Prefers Altvia

Purpose-built for the Private Capital Markets used by thousands of CRM and Portal Users worldwide

FEATURED CLIENT CASE STUDIES

Crosslink Capital found that their original Salesforce implementation was not sufficient for their firm and migrated to AIM so their deal team and investor relations is built for growth.

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Edge Natural Resources chose AIM and Correspond to consolidate, organize, and integrate their workflows for fund management and investor communications.

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RCP Advisors tracks fundraising, due diligence, and portfolio management. AIM consolidates insights so teams see relationships and performance at a glance.

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Plexus Capital’s data reached a critical mass and addressed the consistency of reporting and workflows by implementing AIM for their deal flow, execution, and portfolio management.

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After collecting deal sourcing data for the last 3 decades, Harbour Group turned to AIM to track their deal flow and intermediary relationships to unleash new insights.

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Phoenix Equity Partners selected AIM because it was built specifically for their Private Equity workflows and drives the operational efficiency they needed for CRM, reporting, and mobile accessibility.

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Techstars needed to move the countless shared folders, documents, and spreadsheets they used to track portfolio companies into a better solution. They found AIM the perfect fit for organization and facilitator of growth. 

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Institutional Venture Partners uses ShareSecure and Correspond: Investor Edition to streamline fundraising and reduce time building reports.

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As the quantity of data they managed grew, LFM Capital made the switch to Altvia to maximize deal sourcing and third-party app integrations. 

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