Whether you are a pension fund, endowment, or other institutional investor, you are constantly evaluating investment opportunities, sitting through pitches and likely collecting notes, collateral, and slide decks. And you need a place to store the pertinent info in an organized and accessible manner. You also receive updates from fund managers on your current portfolio and this data needs to be accessible and organized for easy reporting.
By connecting your communications, data insights and collaborative workflows, Altvia bridges the gap between your investment-related data and daily operations through its integrated portfolio management software suite. Organize solicitations and track your relationships with fund managers with a software solution purpose-built for institutional investors. Additionally, you can consolidate information from multiple sources and capture research with plug-ins such as Preqin, PitchBook, DataFox and more.
Cohesive Portfolio Monitoring
Monitor and report on investments — including visual dashboards and updated metrics — in a scalable manner and centralize your data in a system built for ease-of-use.
- Use integrations with third party tracking solutions to eliminate multi-step, error prone data entry processes
- Track fund manager performance as well as direct investment portfolio KPIs
- Attach financial files and key metrics in your AIM CRM and share in a secure investor portal
Complete Data and Contact Management
Unleash the power of your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform.
- Add new contacts and interactions and attribute to firms, investors, agents, partnerships, or deals seamlessly from your computer or phone
- Integrate with your email to automatically generate new records or view crucial deal info inside of Outlook or Gmail
- Track and understand the critical steps and next actions for different contact types to keep your investments moving forward
Sophisticated Stakeholder Relations
Seamlessly manage your investor relations with a holistic, branded solution including email, reporting, and virtual data room.
- Store, share, and e-sign sensitive documents with a virtual data room integrated with your CRM
- Track investor correspondence preferences to provide information at the right time, in the right form
- Summarize meetings, interactions, and next steps to partners to increase efficiency and transparency through the firm
- Communicate about important events and track RSVPs with a mass-emailing solution
Powerful Deal Tracking
Collect and report on information related to deals, recording details from each step and ensure the process is performed accurately and on time
- Monitor due diligence processes and set up actionable follow-ups for team members
- Manage indirect investing with fund managers as well as direct investment pipelines in one system
- Configure the platform to align with your proprietary processes
A POWERFUL, EASY-TO-USE PLATFORM
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AIM: Manage Contacts and Data
Understand your pipeline with the only platform built for PE on Salesforce.
Guide: Data for Private Equity
How firms use data and technology to gain a competitive advantage.
BLOG: Deal Teams and Data
Security, transparency and access to data are basic requirements when evaluating deals.
Portfolio management and deal tracking for efficiency and transparency