Private Equity Fundraising

Redefine Investor Engagement To Focus On What Matters: Fundraising And Firm Performance

Target The Right Investors

Focus on LPs and investors who fit a specific profile to quickly close the fund and generate the best returns

Execute & Optimize Campaigns

Send email campaigns with a click and understand how prospective investors respond to your messaging

Communicate Your Edge With Data

Use objective data to communicate your firm’s track record, ongoing execution of the investment thesis, and other key points of differentiation

“We now have clear and accurate historical documentation of fundraising efforts and IR communications as a reference before speaking with investor or prospect”.

Joel Hausman

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.

Screenshot of the investor experience in ShareSecure, Altvia's LP portal and virtual data room

Investor Correspondence

Customize Investor Communications

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.

Screenshot of Altvia's AIM CRM fundraising software solution

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
Image showing all of the integrations in AIM, Altvia's Private Equity CRM

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.