Drive LP Loyalty

Simplify Investor Engagement And Gain Insights Into Performance All In One Platform

Deliver a Modern LP Experience

Trade a static folder full of documents for an investor-specific experience that provides interactive dashboards, and videos that bolster engagement

Understand LP Engagement

Measure an investor’s engagement by the activities they take (ie number of logins, document views, and downloads from your portal)

Keep Sensitive Information Safe

Trust all LP information is secure, hosted by the most iron-clad, enterprise-grade, cloud platforms in technology today

Our market is so relationship driven—we really get to know our business partners and understand their needs. With Altvia, it’s clear that they value having a relationship that comes along with the software.

Michael Painter

Managing Partner, Plexus Capital

Real Time LP Visibility

Powerful 360 View of Any Relationship

Altvia is a powerful, digital extension of your IR team, automatically supporting world-class, data-driven LP experiences that keep investors engaged, informed, and more likely to re-invest.

Screenshot of Altvia's LP Portal and Data Room, ShareSecure

LP Portal / Data Room

Complete Investor Portal Experience

Screenshot of the investor experience in ShareSecure, Altvia's LP portal and virtual data room

Our virtual data room, ShareSecure, makes it easy for you to create, track, and audit the materials you provide investors. Leverage this powerful engagement portal to communicate directly and securely share documents.

Business Intelligence

Seamlessly Connect Your Technology

Connect, transform, normalize, and display your data to empower stakeholders to find insights quickly.

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
Image showing all of the integrations in AIM, Altvia's Private Equity CRM

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.