Fund of Funds Software
Powering The Top Tier
Complete Fund of Funds Platform
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, shared with a variety of people. As your team grows and funds multiply 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 you can bridge 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 Management
Manage your relationships, portfolio investments and data with a tailored CRM solution built for private equity. Drive efficiency and seamlessly handle your critical fund management tasks, investor meetings, and pipeline.
Stand-Out Investor Relations
Share documents, streamline due diligence processes and create thoughtful investor touchpoints for internal efficiency and external satisfaction.
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.
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.
I think it [AIM] helped us to look at our data in a different way. We had been looking very high level and now we are able to break it down and be more specific. We have more accurate and more meaningful data –- we are a lot more efficient.