The Alternative Market Shift You Can't Afford to Miss What GPs Must Do Right Now To Lead Rather Than React
Deal Sourcing
Structure the Process. Close the Deal.
Every Deal Tracked. Every Stage Visible. Nothing Left Behind.
Most deal pipelines are either buried in volume or a graveyard of stale contacts. The GP Engagement Platform brings the structure and visibility that keeps opportunities moving from first look to close.
Trusted by Leaders in Private Capital
Hundreds of firms run their deal pipeline on the GP Engagement Platform, turning the discipline of the process into a competitive edge.
Deal Flow Visibility
See Every Deal. Know What Needs Attention.
One view of everything in play, without emailing for an answer.
Deal teams evaluate dozens of opportunities before a single one closes. Without the right structure, pipeline reviews become status meetings, follow-ups get missed, and good deals go cold waiting for someone to pick them back up. The GP Engagement Platform gives every deal a home and a single record where every touchpoint, document, and conversation lives so that the whole team always knows exactly where things stand.
- See real-time pipeline status across every stage without chasing anyone for an update
- Track every touchpoint, email, and document linked to the right deal record
- Prioritize what needs attention today and keep deals moving without losing momentum
Faster Diligence
Run a Tighter Diligence Process.
From NDA to IC memo The GP Engagement Platform manages due diligence that is structured, connected, and fast.
Deal diligence needs to move fast and that doesn’t leave room for scattered workstreams, documents living in email threads, or IC prep assembled the night before. The GP Engagement Platform centralizes everything so the team spends less time finding things and more time building conviction.
- Link diligence documents directly to the deal record so nothing lives scattered across shared drives
- Capture site visits, management calls, and IC prep notes in one place
- Benchmark targets using context from past deals already in the system
Deal Intelligence
Turn Your Pipeline into Institutional Knowledge
Every deal you've ever looked at is an asset. Treat it like one.
Most firms evaluate far more deals than they close. The ones that learn from the full pipeline sharpen their sourcing criteria, spot patterns earlier, and avoid repeating the same mistakes. The GP Engagement Platform captures every deal you’ve ever evaluated, so your team isn’t starting from scratch when a similar opportunity resurfaces. The pipeline doesn’t just track live deals. It builds over time into a record of how your firm thinks and what it’s learned.
- Analyze win/loss patterns by sector, source, and stage to sharpen future screening
- Surface past deal context when similar opportunities come back around
- Spot pipeline trends and track deal velocity so nothing sits idle without someone noticing
Client Success Stories
More Than a Platform. A Partner.
We don’t just implement and walk away. We partner with your team—making it easy to adopt, scale, and see results.
“It makes all the difference to have a partner who’s willing to figure things out with you…most vendors either said they couldn’t do it...it’s been a shared learning process, but a productive one.”
“Altvia isn’t just a vendor, but a true partner. They listen, understand, and use creativity to solve problems.”
“Altvia is an extremely user-friendly product. Everyone in our organization…always comments on the ease of use and accessibility. We encourage our staff to use it daily so that the quality of the information is always kept up to date.“
“The product’s DNA is in Private Equity. 80% of the success is due to the implementation. Also, as new needs arise, the product can evolve as we grow.”
“I knew I was in good hands with Altvia—not just because they understood the nuances of private equity, but because of how they guided me through every step of the sales process and implementation.”
“After using other CRM systems, Altvia's knowledge of the financial sector has been a differentiator.”
“Altvia…helped us start small and grow into a system that has allowed us to scale while institutionalizing our processes and staying true to our core competency.”
Talk to Our Team
Run a Smarter, More Connected Firm
The GP Engagement Platform helps your team move faster, stay aligned, and operate with confidence.
Altvia is the GP Engagement Platform that helps firms unlock intelligence, deepen relationships, and drive performance across every fund, strategy, and stakeholder.
Get in Touch
Fill out the form below and a team member will be in touch shortly to schedule a demo.