Complete investor portal experience
Our virtual data room, ShareSecure makes it easy for you to create, track, and audit the materials you want to provide investors. Leverage this powerful portal to communicate directly with your investors 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
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 documents such as capital calls and distribution notices for each investor with total accuracy
- Delivery double-check allows you to preview everything before it is sent out
- Send standard and richly designed mass 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 generate personalized documents and communications for each investor.
- 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
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