Platform

Purpose-Built Private Equity Software

Supporting the full fund lifecycle.

Altvia empowers Private Equity Firms across all functions. Fundraising, deal, and investor relations workflows all in one platform—eliminating silos, speeding decisions, and powering stronger relationships.

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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 CRM

A CRM Built for how Private Equity Works.

Track every interaction, manage relationships, and stay ahead of next steps across the full fund lifecycle.
  • Centralize investor, deal, and document data
  • Customizable Private Equity CRM Software
  • Automate and prioritize follow-ups
  • Log every call, email, and meeting
  • Drive firm-wide coordination and visibility
Private Equity VDR & Investor Portal

Deliver a World-Class Private Equity Portal Experience for Investors

Provide a polished, branded experience that makes it easy to share updates and build investor trust.
  • Securely centralize and share key documents
  • Customizable private equity LP portal software
  • Share professional, on-brand fund communications
  • Track who viewed what and when
  • Empower LPs with a transparent, self-serve experience
PRIVATE EQUITY Analytics

Turn Your PE Firm's Raw Data Into Confident Decisions

Visualize your data in real time to uncover trends, track performance, and inform strategy.
  • Build live dashboards and performance views
  • Slice data with flexible filters to spot trends
  • Embed dashboards in your CRM and LP portal
  • Align teams with accurate, centralized reporting
AI Purpose Built for Private Equity

Meet AIMe, Altvia’s AI Assistant for PE Firms

Unlock Productivity and Drive Faster Outcomes

AIMe is your Private Equity AI assistant for private capital—surfacing insights, automating tasks, and simplifying data entry so you can focus on deals and relationships.

  • Surface key insights from interactions, notes, and workflows
  • AI for Private Equity that actually understands your prompts.
  • Built to meet the pace and complexity of private equity
Case Studies

Private Equity Software

Altvia In Action

See how Altvia clients are leveraging our solutions to increase efficiency, win more deals and close funds faster.

RCP Advisors

Eliminate Manual Work

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

  • Log calls, emails, and meetings in seconds
  • Flag key next steps without digging through threads
  • Work from one clean, centralized system
Plexus Capital

Grow Without Replatforming

Altvia flexes with your firm—delivering enterprise-grade tech without the complexity or compromise.

  • Flexes with new strategies, funds, and teams
  • No replatforming or retraining required
  • Backed by a team that understands private capital
Award Winning PE Software

See Why Altvia Wins More in PE

Altvia Wins Fundraising Solution of the Year at PE Wire 2024

Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance across every fund, strategy, and stakeholder.