As a multi-funds manager, you wear two important hats – as a fund manager and as an investor. You likely have a significant amount of data in different systems and among a number of people. And as your team grows and you add funds and underlying investments, you need even more visibility into the growing number of interactions that take place as well as a way to efficiently report portfolio performance and share investment materials.
Leverage your intelligence and drive deliberate decisions with a new level of visibility through Altvia’s fund of funds software. By connecting your communications, insights from your data and collaborative workflows, Altvia bridges the gap between your operations and front-office activities. Take a deeper dive into your portfolios and strengthen investor confidence with a comprehensive, purpose-built CRM, customizable pipeline management, clear reporting and investor communications.
Powerful Client Relationship Management
Manage your relationships, portfolio investments and data with a tailored CRM solution built on the Salesforce platform. Drive efficiency and seamlessly handle your critical fund management tasks, investor meetings, and pipeline.
- Build streamlined workflows to handle multiple funds, investments, and contacts in one integrated, robust solution
- Generate documents, tear sheets, and internal and external reports with 1-click
- Access your notes or log meetings and updates right from your phone
STAND-OUT Investor Relations
Enhance and personalize your investor communications with a modern, branded investor portal to transform your investor experience and grow relationships. Share documents, streamline due diligence processes and create thoughtful investor touchpoints for internal efficiency and external satisfaction.
- Ensure accuracy and compliance with a secure data room
- Collect investor contacts, manage communication preferences and keep information up-to-date with a CRM integration
- Use Altvia’s Correspond product to generate personalized capital call notices, PPMs, K1s, and more
Better INVESTMENT Sourcing
Collect and classify the critical information your firm needs throughout each stage of the pipeline to have an edge in competitive investments.
- Customize and associate contacts and companies to preferred stages, asset classes, and investment types
- Have clarity on the next steps and team member action items with checklists and task tracking
- Report on performance and progress to your internal and external stakeholders
Instant Data Analytics & BUsiness Intelligence
Track, update, and customize built-in dashboards to be the most accurate and relevant. Or, explore beautiful data visualizations with an industry-specific business intelligence solution.
- Derive insights into investment flow sources, valuation trends, and more
- Remove error-prone processes by integrating data sources
- Schedule and subscribe to emails to stay on top of performance
- Track underlying key metrics around portfolio companies in addition to fund investment performance
A POWERFUL, EASY-TO-USE PLATFORM
Want to get started?
AIM: Manage Contacts and Data
Understand your pipeline with the only platform built for PE on Salesforce.
Guide: Data for Private Equity
How firms use data and technology to gain a competitive advantage.
BLOG: Personalize Investor Communications
Connect effectively to beat your competition.
CASE STUDY:RCP ADVISORS
RCP Advisors uses AIM to make better decisions with access to deeper insights and better reporting.