As an institutional investor, you are constantly evaluating investment opportunities, attending quarterly meetings, sitting through GP pitches and likely collecting notes, collateral, and slide decks on hundreds of investments. And there’s no place to store all of this pertinent info in an organized and accessible manner. You are also receiving regular updates from managers you have invested with and this data needs to be accessible to your team and organized for easy reporting.
With private equity software solutions from Altvia, you can streamline solicitations, understand your universe of investment partners, and track your relationships with fund managers as well as investment performance. Make deliberate decisions and gain a new level of visibility through organized, consolidated data and workflows.
• Manage your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform
• Store and share sensitive documents via a virtual data room integrated with the Salesforce platform
• Integrate Microsoft Outlook and Excel with your CRM solution on the Salesforce platform
• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews
• Track your exposure in specific industries and geographies with our CRM solution
• Access your CRM and virtual data room while on the go from any Internet connected mobile device