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
Track Portfolio Investments
Flexible modules manage your operational needs seamlessly across the firm giving you a cohesive view of your deal tracking or fundraising processes in one system.
- Organize any information and interaction you need by contact, account, deal or other type to better understand next steps
- Report on performance to internal and external stakeholders with compelling, visual dashboards and easy-to-export reports
- Customize views, records, and data to manage your processes how your team works best
Built on Salesforce
Powerful 360 View of Any Relationship
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
Customize Investor Communications
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
Reporting & Data Analytics
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
Let’s Have a Conversation
How your firm can leverage Altvia for a proprietary edge.