Monitor the Portfolio

Streamline tools, reporting, and internal programs to increase efficiency and communication.

Quickly Grasp Performance

Know which investments are performing the best, and the deal sources that yield results and returns

Identify Trends

Visualize performance to clearly understand if an investment is on or off track and intervene accordingly

Prove Firm Differentiation

Get accurate information from portfolio companies with a standardized method of collection and bring storytelling to life with data

“It was good that Altvia understood our industry, that we weren’t exactly like everybody else, and that we had different needs… We now know what a portfolio is valued [at], we know what amounts our companies have raised, and we understand our companies better.”

Mike Rizzuto

Director of Data and Valuation, Techstars

Portfolio Management

Operational Analysis & Portfolio Visibility

Flexible modules manage your operational needs seamlessly across the firm giving you a cohesive view of your investment portfolio in one system.

Screenshot of how to optimize portfolio management with Altvia's data and analytics tool, Answers

Fund & Investment Performance

General Reporting

Screenshot of dashboards from Altvia's data and analytics tool, Answers

Relevant dashboards and actionable reports are built directly into the software. Have them configured from day one and update as needed to display the most important information for your team.


Protect Your Firm Information

Your firm thrives on proprietary information and institutional knowledge. Altvia supports it all with industry leading information security policies and best-in-class tools.

Screenshot of the enterprise-grade security in ShareSecure, Altvia's LP portal and virtual data room

Data-Enhancing Applications To Increase Efficiency

Pick from hundreds of your favorite app integrations that support your firm’s workflows. Connect and enhance data in one location to reduce data collection and increase user adoption.

  • Take your data and enhance it with private equity’s frequently used tools like Pitchbook, Capital IQ, Datafox, Sutton Place Strategies, and Preqin
  • Altvia is built on Salesforce, allowing you to connect to thousands of apps directly from AppExchange
  • Connect directly to your email inbox and sync all of your communication in one place
Image showing all of the integrations in AIM, Altvia's Private Equity CRM

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.