“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.”
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
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
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
- Mobile access to reports and dashboards allow you to access insights from anywhere
- Use third-party applications to customize your AIM instance and optimize for better performance