INTEGRATIONS

Optimize processes throughout your entire office with third-party applications.

~|icon_flowchart_alt~|elegant-themes~|solid

A HOLISTIC SYSTEM

Our software and services support internal and external teams to provide a path to hundreds of integrations to support your growth.

~|users~|font-awesome~|solid

PREMIUM SERVICES

We have a team of experts with decades of experience who work with clients to support system adoption and change management.

~|cloud~|font-awesome~|solid

BUILT ON SALESFORCE

Built on top of the Salesforce platform, voted the #1 CRM provider by the IDC. This creates thousands of third-party integration options.

“Private equity technology is changing so quickly. I feel really good that we are now on Altvia and Salesforce because I know that we can add more tools and applications over time very efficiently.”

Jessica Ginsberg

Director of Business Development , LFM Capital

FRONT-TO-BACK OFFICE SOLUTIONS

SINGLE SOURCE OF TRUTH

Our software and services support front and back-office teams. With Altvia, there is a path to hundreds of integrations and applications to help private equity firms maximize their daily workflow on a single-source-of-truth platform.

Integrations allow you to pull real-time data right from your favorite data sources into one view
Unify and extract data automatically from multiple sources and eliminate human error
Reduce manual data entry and focus time on quality calls, meetings, and deals

APPLICATIONS FOR PRIVATE EQUITY

INCREASE Efficiency

Pick from thousands 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
AIM 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

PERFORMANCE reporting

GAIN FASTER INSIGHTS

Get more insightful reports with data enhancing third-party applications. Merge the data in one spot to show deal flow sources, valuation trends, and geographical and sector analysis, so you can accurately forecast for your firm.

Connect data from multiple sources for faster insights
Share information directly with LPs through integrations with a virtual data room and LP portal
Use third-party applications to customize your AIM instance and optimize for better performance