Investor Relations Platform

End-to-end relationship building and fundraising solution to manage contacts and data seamlessly

Build Relationships

Take advantage of your data, interactions, and industry knowledge to build stronger investor relationships

Track Fundraising

Organize every step of the fundraising process to streamline investor communications and fund progress

Enhance Performance

Align with your deal team on a single point of truth to harness your data and optimize your performance

“I wanted to be ahead of the game at Edge Natural Resources and ensure a smooth process and investor experience.”

Stacie Moore
Partner and CFO, Edge Natural Resources

ShareSecure
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.

  • Easily and accurately share files while maintaining compliance and the highest level of security
  • Request, capture, and track digital signatures from your users
  • Ease of end user sign-in and retrieving documents decreases outreach from investors about errors

Investor Correspond
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 dynamic, personalized documents such as capital calls and distribution notices with total accuracy
  • Delivery double-check allows you to preview everything before it is sent out
  • Send standard and richly designed targeted emails from directly within AIM with Correspond – Market Edition

Built On Salesforce
Powerful 360 Views Of Any Relationship

AIM 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 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

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

Powering The Top Tier

Powering The Top Tier

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.