Intermediaries & Placement Agent Software
Drive efficiency and multiple fundraising efforts in a streamlined system.
Placement Agent Platform
As an intermediary, you have data in different places and among multiple people. As you add clients, you need visibility into the content and outbound activities from your team as well as to quickly understand your fundraising progress. Additionally, you need to demonstrate how extensive and effective your network is and the value you provide. Because you are simultaneously fundraising for multiple clients, you need to link your fundraising efforts to multiple GPs.
Technology makes your team more efficient and facilitates long-term growth, but traditional CRM systems are not built for third-party fundraisers and custom-built systems are difficult to manage and lack the features modern Placement Agents seek. Altvia transforms Salesforce, the world’s leading cloud-based CRM, into a complete front office solution for Placement Agents, giving your team access from anywhere on any device and increases your team’s efficiency, streamlining fundraising to give you a distinct competitive advantage.
Manage Multiple Fundraising Processes
Every step of the fundraising process can be streamlined and organized within the Altvia Platform from marketing emails to progress reporting.
- Search, load, and organize your potential investors and track interactions and meetings in one source of truth.
- Report on performance to internal and external stakeholders with compelling, visual dashboards and easy-to-export reports.
- Use Altvia’s email marketing tool to reach fundraising contacts and drive engagement.
Be in Sync with Your CRM
Keeping your contacts accurate is complex when you work with multiple firms on simultaneous programs with different funds and managers. Altvia provides a flexible structure to manage these programs so deadlines and tasks don’t slip through the cracks.
- Integrate your Outlook, Gmail, or Calendar with your CRM to be the most up-to-date on interactions
- Assign tasks, manage notes and generate tear sheets to have a 360-view of any relationship
- Produce real-time, rich reporting and dashboards to share internally or externally
Reporting & Data Analytics
With Altvia, key reports and valuable dashboards are built into the software. Have them configured from day one and update as needed to display the most relevant information.
- Gain unparalleled insight into fundraising progress and contact interactions.
- Create print-ready reports that detail outbound activity on behalf of a client as well as outcomes and next steps.
- Present your track record and past performance with a detailed interactive dashboard.
The Altvia team has been fantastic, bringing efficiencies to every facet of our business–fundraising, marketing, deal execution and fund administration. They understand what we do and their team has changed how we manage our business.