INVESTOR RELATIONS

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

Take advantage of your data and industry knowledge to build and grow 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 one 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 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
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 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
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 Top Tier Firms

Learn More About Our Clients

Want to get started?

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800.914.9120