“We are more disciplined, more accountable and we are finding more ways to be smarter about how we generate deal flow.”


– Michael Painter, Managing Partner, Plexus Capital

Related Products
and Services

AIM

Altvia Answers

Altvia Correspond Premium Edition

Related Customers:

Plexus
RCP Advisors

Morehead Capital
View All Customers

 

Fund and Deal Flow Management Solutions

As part of Altvia’s AIM product, Dealtracking functionality optimizes the evaluation process of both fund and direct investment opportunities from sourcing to completion. Together with AIM’s Interaction feature, our fund and deal management software provides one logical location for tracking every piece of information you have on a potential investment—deal information, fund details, due diligence ­­allowing you to make informed and efficient decisions.

As part of Altvia’s AIM product, Dealtracking functionality optimizes the evaluation process of both fund and direct investment opportunities from sourcing to completion. Together with AIM’s Interaction feature, our fund management software provides one logical location for tracking every piece of information you have on a potential investment—deal information, fund details, due diligence ­­allowing you to make informed and efficient decisions.

FEATURES INCLUDE:

  • Track all investment opportunities the team has evaluated in a structured fashion and refer back to them at any point
  • Define and streamline due diligence efforts using customizable checklists for different stages of the evaluation process
  • Use rich reports and dashboards to provide unparalleled insight into your deal flow sources, valuation trends, sector analysis, geographical analysis, number of opportunities evaluated by year, etc

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

As part of Altvia’s AIM product, Dealtracking functionality optimizes the evaluation process of both fund and direct investment opportunities from sourcing to completion. Together with AIM’s Interaction feature, our fund management software provides one logical location for tracking every piece of information you have on a potential investment—deal information, fund details, due diligence ­­allowing you to make informed and efficient decisions.

FEATURES INCLUDE:

  • Track all investment opportunities the team has evaluated in a structured fashion and refer back to them at any point
  • Define and streamline due diligence efforts using customizable checklists for different stages of the evaluation process
  • Use rich reports and dashboards to provide unparalleled insight into your deal flow sources, valuation trends, sector analysis, geographical analysis, number of opportunities evaluated by year, etc

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

“We are more disciplined, more accountable and we are finding more ways to be smarter about how we generate deal flow.”


– Michael Painter, Managing Partner, Plexus Capital

Related Products
and Services

AIM

Altvia Answers

Altvia Correspond Premium Edition

Related Customers:

Plexus
RCP Advisors

Morehead Capital
View All Customers

 

800.914.9120  303.565.5922

800.914.9120