Altvia Correspond Investor Edition

Generate, distribute, and track investor related documents

How Investor Edition Helps Firms

With increasing demands for more transparency, fund managers and institutional investors are challenged with the means by which to capture, report and share information. Altvia Correspond Investor Edition is an integrated investor communications and document distribution add­-on to the Altvia AIM CRM solution. Built on the Salesforce platform, it bridges the gap between your CRM, front-office activities and legacy accounting system. With this investor-first solution, you can easily generate personalized Capital Call Notices, PPMs, Distribution Notices, K­1s, Quarterly/Annual Reports and more – and then deliver via email or to our LP Portal, ShareSecure.

The Altvia team was responsive and thoughtful, and demonstrated a clear understanding of what we wanted to do and brought best practices to the table…. Overall, the implementation and onboarding was on schedule and exceeded our expectations.

Rob Kaufman

VP Business Development - Investor Relations, FTV Capital

Benefits

Manage Investors and Communication Preferences

Keeping your investors happy through seamless communication methods is core to Altvia Correspond Investor Edition. Preset groups of contacts who should receive documents regarding investor commitments and enter those contacts’ communication preferences so that important documents like capital calls, go where they want them–their LP Portal or email. Once you’ve set these preferences, Correspond automatically applies them to all future mailings driving accuracy and efficiency in your operations.

 

  • Full integration with the AIM CRM — no redundancy in entering contact details across investor commitments
  • Automatically distribute documents in preferred manner and format
  • Track and save individual correspondence preferences

Deliver Investor-Specific Emails and Documents

Bridge the gap between your CRM, front & back office with Altvia Correspond Investor Edition. Create unique documents and automatically populate allocation amounts all with the flexibility to provide certain investors different templates to comply with side letter agreements.

  • Generate personalized Capital Call notices, PPMs, K1s, and more–all incorporating data already stored in AIM
  • Integrate existing accounting and document generation systems via a proprietary file splitting solution that prepares documents in seconds
  • Be confident that your investors are receiving timely and accurate documents

 

Do More with an End-to-end communication solution

Altvia Correspond Premium Edition combines Investor Edition with Market Edition to take your communications to the next level with a fully integrated email marketing solution on the Salesforce Platform.

 

  • Altvia Correspond Market Edition allows your team to send unlimited emails
  • Integrated reporting creates smart lists for targeted email sends
  • A drag-and-drop HTML designer and templates mean your communications are professional and easy to produce

A POWERFUL ALTERNATIVE INVESTMENT PLATFORM

HIGHLIGHTS

Altvia Correspond Investor Edition streamlines the investor relationship
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Automatically distribute documents in the preferred manner

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Track individual correspondence preferences easily

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Comply with side letter agreements using flexible templates

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Split and generate investor specific files in seconds

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Calculate and edit allocations & distributions without spreadsheets

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Post directly to your secure LP Portal, ShareSecure

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Seamless integration with AIM on the Salesforce platform

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Integrate your communications, front-to-back office

Resources

Virtual Data Room & LP Portal

ShareSecure integrates seamlessly with Altvia Correspond Investor Edition for a complete GP-LP Engagement solution

Guide: 4 Stages of Investor Experience

Differentiate and improve your investor relationships while raising funds and beyond

BLOG: PERSONAL INVESTOR Relations

Connect effectively with investors, wealth managers, and advisors to get an edge in the fierce competition 

CASE STUDY: Crestone Capital

Crestone Capital saves hundreds of hours using AIM and Correspond Investor Edition

Want to get started?

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800.914.9120