Private Equity Fundraising

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

  • Target the Right Investors
  • Execute & Optimize Campaigns
  • Communicate Your Edge with Data

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

Integrations

Seamlessly Connect Your Technology

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

There is no comparison to Salesforce as a platform for building work applications and centralizing workflows around technology into a single source of truth. Customize your instance with integrations to build the solution your firm needs.

  • Sync your Outlook, Gmail, or Calendar with your CRM to be the most up-to-date on interactions
  • Integrate with outside tools like Datafox, Prequin, PitchBook and more using the AppExchange
  • Connect disparate systems to combine your data into one source to perform in-depth reporting and complex analysis

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.

Raise Your Fund Faster

Raising capital with Altvia products mean a clear, integrated process from start to finish: roadshow emails, capital commitments, and every other task your team expects.

  • Automatically generate, distribute, and track PPMs
  • Tasks and integrated emails help ensure follow-ups never slip through the cracks 
  • Produce real-time fundraising progress with rich reporting and dashboards 
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