Firm Operations

Streamline tools, reporting, and internal programs to increase efficiency and communication Request a Demo

Manage Data From a Central Source

Consolidate business processes with a comprehensive solution to understand and reconcile all interactions for contacts, deals, or pipelines

Build Internal and External Reports

From Monday Morning Reports to Fundraising progress and portfolio monitoring, dashboards and reports to satisfy any data request

Power your firm with Technology

Drive engagement with stakeholders to streamline operations and unleash the power of your data and relationships

There was a significant amount of complexity and data from our legacy systems. Data was housed in disparate systems requiring clean-up and consolidation for greater data integrity going forward. 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… Rob Kaufman

FTV Capital

AIM

Efficiently Power Your Processes

Flexible modules manage your operational needs seamlessly across the firm giving you a cohesive view of your deal tracking or fundraising processes in one system.

 

  • Organize any information and interaction you need by contact, account, deal or other type to better understand next steps
  • Report on performance to internal and external stakeholders with compelling, visual dashboards and easy-to-export reports
  • Customize views, records, and data to manage your processes how your team works best
INTEGRATIONS

Sync (Almost) Anything With your CRM

Manage multiple data sources for a full picture of your relationships with portfolio companies and contacts. AIM provides a flexible structure to integrate from countless, relevant sources on the Salesforce platform to create a single source of truth.

 

  • Integrate your Outlook, Gmail, or Calendar with AIM to be the most up-to-date with your relationships when on the road
  • Add firm-level information and portfolio metrics to enable smarter decisions with Pitchbook, CapitalIQ, or Datafox
  • Kick-off Internal workflows, document sharing, and communications with links to investor relations tools 
Business Intelligence

Reporting and Data Analytics

Relevant dashboards and actionable reporting are built directly into the software. Have them configured from day one and update as needed to display the most important information for your teams. Or, take your data to the next level with Answers, a robust business intelligence solution. 

 

  • Gain unparalleled insight into fundraising progress and contact interactions
  • Create print-ready reports that detail outbound activity on behalf of a client as well as outcomes and next steps
  • Present overviews of your past performance and firm successes
    Security

    Protect your firm Information

    Your firm thrives on proprietary information and institutional knowledge. Altvia supports it all with industry leading information security policies and best-in-class tools. 

    • By building tools on top of platforms like Salesforce, Google and Amazon, our solutions leverage the security, reliability and trust that their encryption and ISO certifications provide
    • Our teams are trained and audited on information security best practices and require strong, unique passwords and 2-factor authentication procedures
    • Data storage transmission and retention policies are of the highest restriction requirements, following strict access and deletion policies to protect your information

     

    Powering Top Tier Firms

    Learn More About Our Clients

    Want to get started?

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