As a Fund of Funds manager, you wear two important hats – as a fund manager and as an investor. As such, you likely have a significant amount of data in different systems and among a number of people. And as your team grows and as you add funds and underlying investments, you need even more visibility into the growing number of interactions that are taking 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. 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 through clear reporting and correspondence.
• Manage your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform
DEAL FLOW MANAGEMENT
• Track critical information throughout all stages of the due diligence and investing process
• Leverage powerful reporting and communication capabilities along with an investor portal to service investor demands and grow relationships
• Gain operational efficiencies with an integrated communication tool that connects your CRM, data room/LP Portal and legacy accounting systems
• Share and track investor materials with an easy-to-use portal that provides real-time analytics and reporting
• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews