The Investor Experience: Product Upgrades You Need

Altvia’s product suite is designed specifically for private capital firms to manage data, enable communication, and build relationships throughout the entire investor experience with technology.

For over a decade Altvia has witnessed the evolution of the alternative asset industry while working with hundreds of fund managers, investor relations teams, and partners.

As competition rises for both capital and deals, Altvia identified the need to improve GP-LP communications and provide firms with enhanced, integrated communications tools.

Altvia Correspond Investor Edition closes the gap between your CRM and your back office. The upgrade simplifies generating personalized documents and sending email communications throughout the entire investor experience lifecycle including capital call notices, K1s, and more. Improved audit functionality and more flexibility to track and send documents by email or through a portal give peace of mind when communicating with key stakeholders.

The Correspond Investor Edition upgrade was timed to coincide with the ShareSecure user interface refresh. ShareSecure, Altvia’s data room and LP Portal, securely facilitates the distribution of documents generated with Correspond Investor Edition.

To read the full press release, click here.

investor experience
Live Demo
altvia and passthrough onboardingbridge webinar announcement

Wednesday, October 4th | 2:00 PM ET // 11:00 AM PT

Join Cole Maltese, AIM Product Owner at Altvia, Elan Gefen, Product Manager at Passthrough, and Marle Curle, Product Marketing Manager at Altvia, for a deep-dive into the newly released OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding solution, brought to you by strategic partners Altvia and Passthrough.

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