Deal Team

Use Data to Focus on the Right Deals and Validate Your Investment Thesis

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


Deploy Capital

  • Prioritize the most effective deal sources and stay top of mind to maintain quality deal flow
  • Quickly benchmark investment opportunities against the best performing portfolio assets and other comparables
  • Understand the health and balance of your pipeline in real-time to focus on the deals and stages that matter

Validate Thesis Execution

  • Automate requests for financial data and standardize the collection process
  • Make fund and asset performance data useful with rich visual analytics
  • Leverage 3rd party sources to complement the firm’s proprietary data and intelligence

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.


Tuesday, February 27th | 1:00PM ET // 10:00AM PT

Join us in our upcoming webinar, “The Power of Unified Data: Creating a Competitive Edge,“ to hear industry experts delve into the significance of data in private capital markets.