Investor Engagement Manager
Keep Every LP Relationship in
Keep Every LP Relationship in
Strong Standing
Investor Engagement Manager (IEM) is the AI-Native workflow solution for fundraising and investor relations at private capital firms, part of Altvia’s GP Engagement Platform. It watches every LP relationship in your CRM and reports, surfaces what changed and why, and prepares the next step with its sources shown. Your team decides and sends. No prompting. No manual record-keeping.
Every LP in Focus. Full View of the State of the Business.
IEM reads your CRM and reports, inside your existing permissions, to keep one current LP 360 for every relationship, including investors in funds you closed years ago. Because it is always watching, what would have gone unnoticed gets found while there is still time to act, and coverage no longer depends on how many relationships your team has time to work.
Relationship Context
Every conversation carries its history, with commitments, interactions, open items, and relationship health together in the LP 360. It stays current without manual updates.
Proactive Attention
Deadlines, overdue follow-ups, health changes, and quiet accounts reach the person who owns them, with sources shown. IEM prepares the work and records what was approved. Your team decides and sends.
Command of the Business
See commitments, relationship health, and open risk across LPs, funds, and strategies at a glance, without waiting for someone to assemble the picture. Leadership always has the current view.
IEM Delivers Two Kinds of Returns
Hours Back, and Work That Was Never Getting Done
Efficiency
The work you already do.
Pipeline Management
One pipeline. One number everyone can stand behind.
Every LP in the raise sits in one live view: stage, commitment, close date, open items. Edit it once and it updates everywhere, so board prep is a review, not a five-system scramble.
Last Minute Meeting Prep
Walk in prepared.
Walk in prepared.
Every time.
No more three tabs open trying to remember what you promised an LP. IEM has the history, the commitments, and what’s changed since you last spoke, ready before you need it.
Roadshow Setup
Plan the trip around the right LPs.
Roadshows usually mean matching existing LPs to a trip, hunting for new ones, and building outreach by hand. IEM surfaces who to see and who fits, and drafts the outreach for your review.
Opportunity
The work that wasn’t getting done.
LP Relationship Management
Catch a relationship cooling off before it costs you.
LPs rarely leave loudly. IEM watches every relationship through your reports, relationship health, and the events your team tracks, and surfaces what changed while there’s still time to act, including between raises.
Uncovering Blindspots
See what you'd otherwise only catch by accident.
A co-investment appetite hiding in what someone has been reading. A prior-fund investor ready for more who hasn’t said so. IEM surfaces what doesn’t announce itself, before it becomes news.
Re-up at Risk
Know before the conversation, not during it.
IEM flags a shift in an LP’s posture ahead of a re-up conversation, with reasons and sources shown, so your team can act on it instead of discovering it live.
UPCOMING WEBINAR
A Day With Investor Engagement Manager
Join us on November 10, 2026 for a live walkthrough with Altvia Chief Product Officer, Sebastian Holst.
See IEM in Action
Reimagine How Your Work Gets Done.
See how IEM keeps every relationship in focus and gives your firm continuous command of the state of the business.
Let's Meet to Discuss IEM
Fill out the form below to schedule a demo. Someone from our client services team will reach out to you within one business day.