Our solutions work for the way people in Private Equity think and for Investor Relations, this means tools to effectively manage and grow relationships. Our powerful reporting and communication capabilities enable you to manage investor demands while staying connected. For secure access to centralized investment materials, our LP portal is easy-to-use and extensively tracks document history for compliance. These tools along with our Altvia Customer Success team enable you to grow your relationships with a high touch investor experience.

“We really needed someone who understood our industry and who got what we were saying. What we wanted was someone to tell us what works best in the industry, what other groups have used, and how they have ideally set up systems that work at other organizations like ours.”
– Jonathan Stenner, Marketing & Investor Relations, Crosslink Capital

AIM

• Produce rich reports and dashboards of real­time fundraising progress

• Track potential investors from initial contact to completed subscription documents

Altvia Correspond Investor Edition

• Within AIM, automatically generate, distribute, and track personalized PPMs with the push of a button

• Consolidate Limited Partner contacts and their individual communication preferences

Altvia Customer Success

• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews

ShareSecure

• Create documents such as capital call and distribution notices for all of your investors in minutes and share via our secure investor portal

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