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.
- Store personal information for a contact for awareness and visibility into any relationship with real-time, rich reporting and dashboards
- Assign tasks, manage notes and generate tear sheets right from an intuitive dashboard
- As the team interacts with a contact, each touch-point is logged in the CRM, giving you a rich understanding of each relationship
LP Portal / Data Room
Complete Investor Portal Experience
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.
- Share sensitive documents in an industry-leading, secure portal that integrates with your CRM
- Request, capture, and track digital signing processes to users or groups with ease
- Share and track multimedia files like audio, mp3 and mp4 with updates for key stakeholders
Business Intelligence
Seamlessly Connect Your Technology
Connect, transform, normalize, and display your data to empower stakeholders to find insights quickly.
- Reduce one off requests with a interactive dashboard, giving your LPs all the answers they’re looking for
- Embed the dashboard right in your secure portal for optimal security
- Create an interactive track record and differentiate your firm from the competition
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
