Looking For An Alternative To Affinity?
Altvia’s enterprise-grade platform scales with your firm, streamlining operations, enhancing collaboration, and strengthening investor relationships—so you can focus on building lasting connections as you grow.
Stronger Investor Relationships, Smarter Engagement
Tailored Communication for Lasting Connections
In alternative investments, relationships drive success. That’s why our technology is designed to strengthen investor connections through seamless communication, transparency, and engagement.
- Leverage advanced reporting and business intelligence tools to showcase fund performance.
- Manage investor interactions directly from your inbox with Outlook and Gmail plugins.
- Seamlessly share agreements, commitments, and reports with investors in a secure environment.
Compared To Affinity
Affinity's CRM technology has basic reporting functions, but as a firm matures it needs a next level view of data that eliminates duplication and provides better fundraising targeting. Altvia helps keep your data clean while leveraging it across teams allowing for deeper analysis.
A Platform That Grows With Your Firm
As Operational Complexity Increases, Altvia Adapts With You
It is natural to choose a solution that makes sense for your firm in the moment. But nothing is worse than going through a firm wide adoption of a platform which you outgrow in just a year or two. Altvia meets you where you are, and can scale alongside your firms operational needs.
- Avoids the disruption and cost of replatforming with a solution that evolves alongside your firm.
- Adapts to increasing data complexity, fund structures, and investor expectations without requiring a system overhaul.
- Seamlessly integrates with your existing tools, ensuring continuity as your firm scales.
Built on Salesforce
Powerful. Purpose-Built. Seamlessly Connected.
Compared To Affinity
Affinity is a great starter CRM, but oftentimes lack the sophistication to scale with your growing business needs and is also limiting with fewer integration options.
Altvia is a private capital–specific solution built on Salesforce, the world’s #1 AI CRM. By leveraging Salesforce’s robust infrastructure, we deliver a best-in-class CRM focused on the features that drive efficiency, transparency, and growth for alternatives.
- Purpose-built to meet the unique needs of private capital markets.
- Store investor, deal, and document data in a single, secure source of truth.
- Tap into the Salesforce AppExchange to connect with the tools you rely on.
Let’s Have a Conversation
Learn how your firm can leverage Altvia for a proprietary edge.