Real Estate
Fund Software

Manage property investments, deal activity, and investors in one seamless system

Powering The Top Tier

Real Estate Fund Management Software

As a Private Equity Real Estate fund manager, you’re constantly handling relationships, properties, and data. And with increasingly complex investment structures coupled with more regulatory and reporting requirements, the need to consolidate your data into a central, dynamic solution is essential when scaling for growth. You and your team need visibility into all of the interactions that are taking place as well as the ability to quickly understand where your fundraising or investing progress stands. More importantly, you need to proactively manage your network of deal intermediaries and reach out regularly to ensure you continue to get early access to deals.

At Altvia, our complete front office solution for Real Estate enables you to better manage your property investments, deal activity and investor network. Consolidate your data into one central system for operational efficiency; easily integrate with tools to help capture data and improve productivity and optimize workflows with a proven process to scale for growth.

Facilitate strong relationships

Manage your key business relationships, investors and pipeline with a tailored platform built on Salesforce, the world’s leading CRM. Better target and grow PERE opportunities with a 360-degree view of interactions and contact information.

Fundraise faster and more efficiently

Understand current stages and team member tasks for your open real estate funds. Send mass emails for events or personalized secure emails and documents.

Organized Investment Sourcing Management

Monitor and collect the critical information your firm needs through the evaluation process in a scalable manner and centralize institutional knowledge related to due diligence and portfolio management.

Stand-out Investor Relations

Build investor confidence and provide greater transparency with timely and consistent communications for investment related updates and reports. With an Integrated, modern investor portal with your CRM to transform your investor experience and grow relationships.

ClearVision-Equity
Switching to Altvia’s solutions was not only a timesaver but also allowed us to have all our information in one place, it’s the platform as a whole–I have tasks, calendars, email marketing, SPV and LP information seamlessly connected all in one place, unlike our tools previously. It has truly become my source of record on our investments.

Ryan Zachary
Vice President, ClearVision Equity

A Powerful, Easy-To-Use Platform

Resources

AIM: Manage Contacts & Data

Understand your pipeline with the only platform built for PE on Salesforce.

Guide: Data For Private Equity

How private equity uses software and technology to gain a competitive advantage.

Blog: Efficiency For Fund Managers

Security, transparency and access to data are basic requirements for fund managers.

Case Study: RCP Advisors

RCP Advisors uses AIM to make better decisions with access to deeper insights and better reporting.

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.