Altvia delivers a fully integrated and customizable Private Equity solution on the SalesforceⓇ platform, backed by a team of industry experts experienced with your business and technical needs.

SEE HOW OUR PRODUCTS CAN HELP YOU

BY BUSINESS NEED

AIM

Private Equity CRM built on the Salesforce platform

AIM INBOX POWERED BY ZYNBIT

Microsoft Outlook integration with AIM to view, edit and create data without ever leaving Outlook inbox

ALTVIA CORRESPOND INVESTOR EDITION

Communication tool to create and distribute documents to investors

Altvia Correspond Market Edition

Mass email application with full AIM integration

Altvia Correspond Premium Edition

End-to-end communication solution for your entire network

Altvia Customer Success

Professional services supported by team of business and technical experts

ShareSecure

Modern virtual data room/LP web portal

If you have any questions, please Contact Us. We’d love to hear from you!

800.914.9120