Placement Agents

Built for the business of raising capital.

Run Every Mandate. Protect Every Relationship.

Placement agents don’t raise one fund; they run several simultaneously, for different GP clients, with different LP targets and different reporting expectations. Altvia is built for that operational reality.

Trusted by Leading Private Placement Firms

The platform behind the raise.

Altvia powers the fundraising workflows of leading placement agents managing multi-mandate operations across global LP networks.

Operational Discipline

Mandate-level pipeline management in a single platform

Track every LP relationship, outreach sequence, and pipeline stage per mandate.
  • Every mandate tracked independently; same platform, zero overlap
  • Full LP history visible across your book, from first contact to close
  • Move between clients, strategies, and key accounts without losing the thread
Precise Communications

Professional reporting to GP clients, without the manual effort

Keep GP clients informed and confident throughout a raise.
  • Branded pipeline tearsheets delivered without manual assembly
  • Live dashboards your GP clients can access in real time
  • Reporting that reflects the quality of your firm, every time
Relationship History

Relationship history that belongs to the firm, not the mandate

Every email, meeting, and document sent, across every mandate is preserved so your LP network stays with the firm.
  • Every LP touchpoint captured automatically
  • Full interaction history stays intact when team members change
  • Your network is institutional knowledge, not individual memory
Client Success Story

How a Global Placement Agent Scaled Fundraising with Altvia

One Source of Truth Across Global Offices

As a leading global, independent, full-service placement agent and secondaries advisory firm, Monument Group has helped clients raise over $148 billion in alternative investment assets. With a global presence spanning Boston, London, Amsterdam, and Tokyo, operational precision and investor transparency are mission-critical. For over a decade, Monument Group has relied on Altvia to unify its investor workflows and drive efficient fundraising execution.

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See Altvia’s Platform in Action

Learn how Altvia helps you unlock intelligence, deepen relationships, and drive performance across every fund, strategy, and stakeholder.

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