As a Family Office, you are continuously evaluating investment opportunities, attending quarterly meetings, and analyzing GPs. You need a solution to capture, consolidate and organize related contacts and updates to keep your team on top of your data, rather than buried under it..
Altvia provides an integrated product suite that enables you to organize solicitations, understand your universe of investment partners, and track your relationships with fund managers. Additionally, you can consolidate information from multiple sources, and capture research with plug-ins such as S&P Capital IQ, Preqin, PitchBook and more.
• Manage your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform
• Store and share sensitive documents via a virtual data room integrated with the Salesforce platform
• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews
• Integrate Microsoft Outlook and Excel with your CRM solution on the Salesforce platform
• Access your CRM and virtual data room while on the go from any Internet connected mobile device
• Track your exposure in specific industries and geographies with our CRM solution