Fundraising and Marketing Software

Target Investors.
Raise Capital.
Showcase Success.

Image of a Private Capital fundraising professional having access to a visual of their fundraising pipeline.

Empowering fundraising success with an integrated platform.

Achieving fundraising goals demands a strategic approach and the right software. Altvia’s platform empowers fundraising teams to efficiently manage investor communications, track interactions, and showcase your fund’s potential with precision. Streamline your fundraising efforts with robust data management and reporting tools that enhance transparency, build investor confidence, and drive successful capital raises.

Efficiently manage your fundraising pipeline and accelerate efforts with Altvia’s purpose-built platform. Focus on what matters most: building relationships.

  • Maintain a centralized repository of investor profiles and interactions, ensuring a personalized approach at every stage of the fundraising cycle.
  • Tailor workflows to match your firm’s unique fundraising processes, reducing administrative burden and improving team efficiency.
  • Access real-time analytics and reporting on fundraising progress and campaign effectiveness to make data-driven decisions.
Image of Altvia's AIM CRM centralizing investor information and interactions in one platform.

Strengthen investor relationships and instill trust with transparent communication and reporting. With Altvia’s powerful software, a firm can seamlessly build investor confidence and satisfaction capitalizing on their brand reputation.

  • Leverage our best-in-class LP portal and virtual data room, ShareSecure, to securely distribute documents and engage with investors and key stakeholders.
  • Provide investors with immediate access to detailed performance reports, showcasing fund metrics and investment insights with clarity and accuracy.
  • Tailor communications and updates to individual investor preferences, fostering a personalized and responsive investor experience.

Save time managing mailing lists with accurate reports and real-time syncing. Easily update or add contacts on the fly. Create polished emails using a template library and preview feature for quality assurance. One central system manages mass communications for prospecting, fundraising, deals, roadshows, and more.

  • Smart list builder with real-time contact syncing.
  • Send to up to 50,000 contacts per campaign.
  • Auto de-duplication and advanced scheduling.
  • Internal compliance monitor with BCC’s.
  • Unsubscribe technology and tracking for compliance.

Our Clients' Results Speak For Themselves:

98%

OF ALTVIA CLIENTS

rank Altvia as their #1 firm software.

200+

HOURS SAVED

per person annually on internal workflows.

8 years

IS AVERAGE TENURE

of Altvia’s client base.

Ready to showcase your firm’s edge and fundraise faster?

Discover how Altvia can elevate your fundraising strategy. Schedule a meeting today and unlock the solutions that will help you achieve your next fundraising target. 

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