Looking for an alternative to dealcloud?
Learn how top-tier private equity firms win more using Altvia’s full-stack solution. Our software and our team support stronger relationships through better communication, deal tracking, document sharing, and reporting tools.
Built For Deal Teams & Investor Relations
For private equity firms, deal management and investor relations have evolved—demanding more consistent and transparent communication than ever before. PE firms who want to get ahead rely on Altvia’s expertise and technology to manage deal flow, aggregate portfolio data, compile and share reports, and deliver secure, personalized communications to investors.
The Smartest CRM For Private Equity
Altvia is an industry-specific system, built on top of Salesforce—the world’s #1 CRM platform. With Salesforce at the core of our technology, we’re able to leverage a best-in-breed CRM, so we can focus on the features that matter most for Private Equity.
- Built specifically for Private Equity a strong Salesforce tech base
- Stores contact, deal, and business intelligence data in a single source
- Connected to the Salesforce App Exchange so you can connect to all your solutions
- No coding required for dashboards and reports
Relationships are fundamental to Private Equity, which is why we invest in building technology that strengthen investor relationships.
- Illustrate performance and impact of investments with advanced reporting and business intelligence tools
Manage communications directly in your inbox with Outlook and Gmail plugins
- Share documents like agreements, commitments, and reports securely with investors
- Access deal and investor information on any device with our mobile-friendly solutions
Altvia Answers provides insights and answers to the questions your firm and investors have. Altvia Answers is an end-to-end business intelligence solution that connects your and third-party data to transform, normalize, and display everything in a visual, easy-to-read dashboard. Answers make it easy to perform complex analyses to create more transparency and trust in investor relationships.
- Prepare for Monday meetings
- Create more transparency
- Report on performance
- Connect to systems and data sources like Preqin, Pitchbook, DataFox, and more
The Altvia team is committed to your success. We’ve been in business since 2006, coaching thousands of users through the organizational adoption of Private Equity technology solutions.
- Onboarding services and strategic guidance
- Dedicated client success manager with regular account reviews
- Onshore technical support team
- Partner and technology advisor in your business growth
- Onsite visits and industry events
Let’s Have a Conversation
How your firm can leverage Altvia for a proprietary edge.