FTV is a leading growth equity investment firm based in San Francisco and New York that partners with 

proven management teams at fast-growing companies to accelerate growth.

 

 

Background

 

While FTV had an existing system in place for its data and contact management, the PE firm outgrew the system’s capabilities after several years of accumulating data and expanding into more sophisticated workflows. This legacy system, which was a customized solution on the Salesforce platform, was difficult to maintain and became rather rigid over time with the inability to update the system to a more modern application.

 

The Solution

 

After careful consideration, FTV selected Altvia as its provider for a customized private equity solution on the Salesforce platform with seamless integration of an investor communication tool and LP portal. AIM serves as the central system for FTV’s contact and data management and is tailored to FTV’s everyday workflows for its business development/investor relations and deal teams. As FTV’s investor communication tool, Altvia Correspond Investor Edition enables document creation, distribution, and tracking of official investor documents. Additionally, ShareSecure gives FTV a convenient and secure portal to post, track, and share documents with stakeholders and investors. All of these products are seamlessly integrated giving FTV a more fluid and easy user experience.

 

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 KaufmanFTV Capital

 

The Results

 

The key benefits FTV gained from their Altvia solution include greater operational efficiency, more organized data, easy reporting, and a stronger investor communication platform. Having all of the investor information as well as portfolio and deal information in the same system solves one of FTV’s pain points. Instead of sending investor documents through one system and having duplicate data in another, now this data is consolidated and easier to manage.

 

 

View the complete case study for more about FTV Capital gained greater operational efficiency, more organized data, easy reporting, and a stronger investor communication platform.