Private Equity Fundraising
Redefine Investor Engagement To Focus On What Matters: Fundraising And Firm Performance
“We now have clear and accurate historical documentation of fundraising efforts and IR communications as a reference before speaking with investor or prospect”.
Partner, Edge CrossLink
LP Portal / Data Room
Complete Investor Portal Experience
Our virtual data room, ShareSecure, makes it easy for you to create, track, and audit the materials you provide investors. Leverage this powerful engagement portal to communicate directly and securely share documents.
Customize Investor Communications
Simplify investor communications using data and tools to send out fund news or critical documents to the right people at the right time. Every step of the investor relations lifecycle can be streamlined and organized within the Altvia Platform.
Built on Salesforce
Powerful 360 Views of Any Relationship
Altvia is built for private equity on top of the #1 CRM solution in the world, Salesforce. Leverage the platform and your data to understand your stakeholders and their actions.
Data-Enhancing Applications To Increase Efficiency
Pick from hundreds of your favorite app integrations that support your firm’s workflows. Connect and enhance data in one location to reduce data collection and increase user adoption.
- Take your data and enhance it with private equity’s frequently used tools like Pitchbook, Capital IQ, Datafox, Sutton Place Strategies, and Preqin
- Altvia is built on Salesforce, allowing you to connect to thousands of apps directly from AppExchange
- Connect directly to your email inbox and sync all of your communication in one place
Let’s Have a Conversation
How your firm can leverage Altvia for a proprietary edge.