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
Screenshot of Altvia's AIM CRM deal flow and deal pipeline software solution

Built on Salesforce

Powerful 360 View of Any Relationship

Compared To Dealcloud

DealCloud is a proprietary platform, requiring more resources to support foundational technology and offering fewer options for integrations.

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

Relationship Building

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
Screenshot of how Altvia streamlines operational efficiency and automation in its AIM CRM.

Compared To Dealcloud

DealCloud’s technology focuses on internal operations for deal teams. If you’re looking for business intelligence, investor communications tools, and a central source for internal and external operations, Altvia has the tools you need.

Business Intelligence

Reporting & Data Analytics

Screenshot of how to dynamically filter real-time data in Altvia's data and analytics tool, Answers

Compared To Dealcloud

The DealCloud platform doesn't provide a business intelligence engine that connects owned and third-party data into an easy-to-use and powerful insights tool.

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.