Deal Teams are bogged down
Deal Teams are bogged down balancing deal origination, due diligence and investment decisioning in a time when speed wins.
Most Deal Teams spend 10+ hours per week finding, aggregating, and visualizing data for a handle on the pipeline and investment performance.
Modern Deal Teams use Altvia to nurture intermediaries, prioritize the right deals, and keep their team aligned on the right activities at the right time.
Hit Your Goals With Altvia
Every
Prioritize deals based on thesis fit, historical diligence and comparables from the portfolio.
Coordinate the team’s activities and execute key tasks to move deals forward.
Drastically reduce time spend on pipeline reports, memos and committee agendas
Prioritize the most effective deal sources and stay top of mind to maintain quality deal flow.
Access 3rd-party data to catch updates that could impact the deal.
Identify stuck deals and intervene to maintain the pace required to win deals.
Understand the health and balance of your pipeline in real-time to validate thesis execution and avoid unnecessary dry powder.
Avoid requests from IR for LP-related conversations so you can focus on investing.
Win More Deals
- Enhance due diligence efficiency with tailored checklists designed for each evaluation stage.
- Uphold compliance standards through a structured process that aligns seamlessly with auditor and investor requirements.
- Extract insightful ratios for direct investments, providing a deeper understanding of their financial implications.
- Tailor tracking mechanisms to align precisely with your firm’s preferred stages, investment types, and asset classes.
Automate Data Entry
- Automatic capture of customer relationship interactions.
- Track detailed notes on calls, meetings, and emails.
- Leverage in-app email notifications to keep your team aligned.
- Harness 360-visibility by connecting native force.com account and contact records to deals, funds, and investor records.
We are able to report on performance on a real time basis with stats on deal generation, quality of referral sources, and the status of key accounts and more.
Michael Painter
Plexus Capital, Partner
Learn How Altvia Helps
Deal Teams
Deal Team Leaders need an intelligent CRM platform to effectively lead their team, execute investments, and generate desired returns.
Fill out the form to see how Altvia could support your team.
