Private Equity Integrations

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

dakota improve sales productivity icon with altvia for private equity fund of funds solutions

A Holistic System

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

differentiate your private equity venture capital portfolio

Industry Knowledge

We have a team of experts with decades of experience who work with clients to support platform integrations.

dakota automated fundraising icon with altvia for private equity fund of funds solutions

Leverage 3rd Party Data

Enable smarter decisions by leveraging hundreds of data tools to ensure you aren’t missing the deals you need to drive IRR.

Powering The Top Tier

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

Single-Source of Truth

Front-To-Back Office Solutions

Our software and services support front and back-office teams. With Altvia, there is a path to hundreds of integrations and applications to help firms maximize daily workflows with a single-source-of-truth.

  • 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
Screenshot of how Altvia streamlines operational efficiency and automation in its AIM CRM.

Increase Efficiency

Applications for Private Equity

Image showing all of the integrations in AIM, Altvia's Private Equity CRM

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

Gain Faster Insights

Performance Reporting

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.

  • Connect data from multiple sources for faster insights
  • Share information directly with LPs through an integrated virtual data room and LP portal
  • Use third-party applications to customize your proprietary data and optimize for better performances
Screenshot of dashboards from Altvia's data and analytics tool, Answers

Let’s Have a Conversation

See how your firm can leverage Altvia for a proprietary edge.