Deal Flow Management

The premier solution for deal teams to manage track, and report on investment pipelines.

Grow The Pipeline

Add deals to your pipeline from a mobile device or your inbox and begin executing the evaluation process in real-time

Win More Deals

Progress deals through the pipeline with speed and precision by coordinating activities across teams and prioritizing deals based on stage and defined next steps

Leverage 3rd Party Data Sets

Ensure the firm has the most holistic view available by consolidating 3rd party data providers (ie PitchBook, CaplQ, and Datafox) into a cohesive view of the market

We are more disciplined, more accountable and we are finding more ways to be smarter about how we generate deal flow.”
Michael Painter

Managing Partner, Plexus Capital

Deal Origination & Coverage Models

Target Identification

Spend time efficiently with a data-driven approach to focus on priority areas like deal sources and stages. Use historical data to determine where to improve deal progression and optimize performance for better returns.

Deal Tracking

Track Portfolio Investments

Gain firm-wide visibility into the pipeline, follow-up activities based on deal priority, clear accountability across the deal team, and third-party supplemental data for updates that could accelerate/derail the deal.

Investment Analysis

Custom Reporting and Data Analytics

Gain firm-wide visibility into the pipeline, follow-up activities based on deal priority, clear accountability across the deal team, and third-party supplemental data for updates that could accelerate/derail the deal.

Data-Enhancing Applications To Increase Efficiency

Pick from hundreds of your favorite app integrations that support your firm’s workflows. Connect and enhance data in one location to reduce data collection and increase user adoption.

  • Take your data and enhance it with private equity’s frequently used tools like Pitchbook, Capital IQ, Datafox, Sutton Place Strategies, and Preqin
  • Altvia is built on Salesforce, allowing you to connect to thousands of apps directly from AppExchange
  • Connect directly to your email inbox and sync all of your communication in one place

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.