Deal Flow Management
The premiere 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
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 functionality allows for detailed tracking of deals that in your funnel, respective stages, personnel involved, and more
- Clear next-step indicators with logged interactions from emails, notes, and phone calls within each prospective account
- Define and streamline due diligence efforts using customizable checklists for different stages of the evaluation process
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.
- Track performance metric of investments in a structured fashion and refer back to them at any point
- Purpose built functionality to track portfolio investments allows your deals to be differentiated by type
- Supplement data with tools like PitchBook, DataFox, and SourceScrub.
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.
- Track performance metric of investments in a structured fashion and refer back to them at any point
- Purpose built functionality to track portfolio investments allows your deals to be differentiated by type
- Supplement data with tools like PitchBook, DataFox, and SourceScrub.
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
