Altvia Correspond Market Edition

Strengthen your network to Build your pipeline

How Market Edition Helps Firms

Increased market competition for deals and capital in Private Equity has uncovered opportunities to strengthen and grow your network as a competitive advantage. Altvia Correspond Market Edition, an end-to-end system, gives you the key features of a mass email application with the benefit of full CRM integration in AIM. Ensure the accuracy of your mailing lists and save time with reports to add contacts. Market Edition allows your team to effectively manage communications for prospecting, fundraising, deal announcements and roadshow through a seamless sync between your systems.

Our market is so relationship driven—we really get to know our business partners and understand their needs. With Altvia, it’s clear that they value having a relationship that comes along with the software.

Michael Painter

Managing Partner, Plexus Capital

Benefits

Engage with your network straight from your AIM CRM

Save time with your mailing lists and easily ensure accuracy using AIM reports to create lists. Quickly refresh for updates or manually add contacts on the fly. Create beautiful emails with the email template library and preview for quality assurance. Use one central system to seamlessly manage your mass communications for prospecting, fundraising, deal announcements, roadshows and more – right inside of AIM.

 

  • Smart list builder with full AIM integration and real-time contact syncing
  • Capacity of 50,000 contacts per send
  • Auto de-duplication and advanced scheduling

Understand Peformance with advanced reporting

Glean the most up-to-date information about your outreach with email analytics. For each mailing, you can quickly determine what percentage of recipients have received, opened, and clicked through your email. Make more informed decisions for deals and fundraising with the ability to drill down to individual contact performance stats.

  • Full-mailing and individual delivery metrics
  • Click tracking for any link included in your emails

 

Maintain data privacy and compliance

Altvia Correspond Market Edition is designed with your compliance requirements in mind. Unsubscribe functionality allows users to immediately opt out of future mailings, and email tracking allows you to be sure of exactly what you’ve sent to whom.

 

  • Internal compliance monitor with BCC’s
  • Unsubscribe technology and tracking
  • Support compliance efforts with our Altvia Care team

Full lifecycle Communications with Investor Edition

Whether you need to mass email contacts or exchange communications and documents with your investors, Investor Edition paired with Market Edition provides a full spectrum of tools in one system to easily send personalized communications and take your relationships to the next level.

 

  • Integrate completely with your CRM to understand end-to-end communications
  • Generate and split investor documents
  • Publish to your LP Portal and ensure compliance and security

TRANSFORM EMAIL RELATIONSHIPS

HIGHLIGHTS

Altvia Correspond Market Edition differentiates your communications
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Create dynamic smart lists directly from CRM data

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Grow relationships with personalized communications
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Support deal sourcing and investor relations teams

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Reach up to 50,000 contacts from one send

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Flexible and responsive email templates 

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Smarter decisons with enhanced analytics

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Integrated communications including mass or secure email services

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Compliance monitoring and tracking

Resources

The Smartest CRM for Private Equity

Close the loop on communications and contacts with Altvia Correspond and AIM.

Guide: 4 Stages of the Investor Experience

Differentiate and improve your investor relationships while raising funds and more

BLOG: Transform PE Communications

Find greater optimization and efficiency with industry-specific tools

CASE STUDY:FTV Capital

FTV Capital uses an integrated solution from Altvia to transform it’s investor communications and deal team processes

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800.914.9120