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.
- Share sensitive documents in an industry-leading, secure portal that integrates with your CRM
- Request, capture, and track digital signing processes to users or groups with ease
- Share and track multimedia files like audio, mp3 and mp4 with updates for key stakeholders
Investor Correspondence
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.
- Generate and send personalized Capital Call Notices, PPMs, Distribution Notices, K1s, and Quarterly/Annual Reports.
- Built-in checks throughout the process so you know investors receive accurate information
- Track document delivery, opens, and signatures with email and document delivery reports
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.
- Manage your data for awareness and visibility into any relationship with real-time, rich reporting and dashboards
- Assign tasks, manage notes and generate tear sheets
- Set permissions around viewing and deleting data, as well as making modifications to the system configuration
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
