Platform

Purpose-Built Private Equity Software

The Platform Built for the Full Fund Lifecycle

Private equity firms win through disciplined execution and data-driven decision-making. Altvia brings your fundraising, deal execution, portfolio insights, and LP communications into a single connected platform—so teams can operate with precision at every stage of the fund lifecycle. With one source of truth, financial data is reliable, diligence is faster, and LP confidence is easier to earn.

Trusted by Leaders in Private Equity

Built for and backed by Private Equity.

Hundreds of private equity firms have left legacy systems behind 
and now run their firm-wide operations on Altvia.

Private Equity Software

Private Equity CRM, Firm Analytics, Investor Portal & VDR — All in One Platform

Fragmented systems slow deals, increase risk, and create friction with LPs. Altvia is a unified platform designed for the financial rigor and reporting demands of private equity.
IR & Fundraising

How We Help Private Equity IR & Fundraising Teams

Fundraising Is Complex. Your Platform Shouldn’t Be.

Bring Institutional Data Together in One View

Altvia integrates internal firm data with your third party external business intelligence sources covering pension funds, institutional investors, endowments, foundations, and sovereign wealth funds. See commitments, preferences, mandates, and historical allocations alongside your existing relationships to prioritize outreach and manage long sales cycles with clarity.

Simplify LP Onboarding and Ongoing Engagement

LPs can securely submit due diligence questionnaires and documents directly through the platform, triggering automated internal workflows. Altvia captures every interaction—emails, meetings, portal activity—creating a complete, chronological record of LP engagement that’s easy to reference and report on.

Connect Fundraising Performance to LP History

View active fundraising efforts alongside historical fund performance, prior commitments, and re-up behavior to better understand LP appetite. Combined with VDR and portal engagement insights, teams gain a clearer picture of LP interest, momentum, and readiness to commit—supporting more informed conversations and forecasting.

Deal Teams

How We Help Private Equity Deal Teams

Execute with Confidence From Sourcing Through Close

Deep Financial Insight, Not Just High-Level Signals

Altvia connects to more than 4,000 third-party data sources, enabling deal teams to ingest, normalize, and analyze detailed financials, historical performance data, and operating metrics. Build dashboards tailored to your investment criteria—revenue growth, EBITDA, leverage, margins, and KPIs—so teams can quickly assess risk and opportunity with institutional-grade insight.

Structured Data That Scales With Your Deal Volume

Replace spreadsheet sprawl with structured, searchable data. Custom fields, advanced filtering, and flexible reporting give teams a clear view of pipeline health, valuation assumptions, and diligence status across every opportunity. Less time chasing updates, more time underwriting conviction.

Streamline Diligence With a Fully Integrated VDR

Manage complex diligence with ease. Altvia’s secure VDR centralizes documents, supports structured review workflows, and tracks engagement across internal teams, advisors, and counterparties. Real-time visibility into document activity helps deal teams move faster while maintaining control and auditability.

Client Success Story

RCP Gets Insightful Data Through Enhanced Reporting

Free up your team’s time to focus on high-impact work instead of chasing updates.

RCP Advisors is a private equity investment management firm that provides access to lower middle market private equity fund managers through funds-of-funds and through direct co-investments. The firm is invested in nearly 100 funds and close to 1,000 underlying portfolio companies and while each of the members on the firm’s investment committee is familiar with a specific part of the portfolio, it is impossible for all of them to closely follow the entire portfolio because of the firm’s size.

“Since 2005, RCP has been using Altvia to track fundraising, investment due diligence, and portfolio management.”

  • Andrew Nelson, Principal
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