E&Y Investor ExperienceNo one wants to spend their days doing mundane, repetitive, or standard functions and executives are no exception. The desire to move from the routine to the strategic is never more obvious than when looking at a private equity CFO’s priorities for the future.

In the 2020 E&Y Global Private Equity survey, this shift was dissected and the three areas where a CFO wants to be more strategic are:

  • portfolio analytics
  • technology
  • investor relations.

Altvia sees this desire for innovation and to increase time spent on value-add activities daily in conversations with our client partners and prospects around how best to use our products and tools.

That is why in order to support teams across the top firms in the Private Capital Markets, we have pre-built dashboards, data-rich integrations, and products that help Deal Team and Investor Relations professionals manage their relationships with portfolio companies and investors. It’s increasingly imperative to be strategic and differentiate your firm to command the capital with each subsequent fundraise.

In that end, 2020 will see the investments of our time and effort to redefine the relationship between GPs and LPs come to fruition with a completely redesigned investor experience. Since the early days of the AIM product, Altvia has purposefully built the features teams need to manage their relationships, contacts, and data to win more deals. We see that tools focused solely on internal efficiencies ignore the forward-looking, next-generation desires of those strategic CFOs and demanding LPs.

Leveraging data to drive differentiation, satisfying investor demands for transparency and trust, and reducing the time to raise funds are three of the many ways we are focused specifically on that space between firms and investors — products built specifically for the Private Capital Markets that unleash the power of your relationships and data.

The New Correspond — Investor Edition

Over the upcoming weeks and months, you’ll see this come first in a brand new Correspond — Investor Edition. Built with your investors in mind, document sharing and investor communication with Correspond reduces the time to reconcile systems, is easier to use, and faster to manage than ever before. Bridge the gap between back office, front office and investors with a redesigned, single solution for managing the entire investor lifecycle from fundraising to investor reporting.

ShareSecure Refresh

Next, our industry-leading fundraising and LP portal solution, ShareSecure, will see a facelift in 2020. Documents sent via Correspond have a natural home in this GP-LP engagement portal and with investors demanding more and more performance information, it’s essential for top tier firms to have a secure, enterprise solution to support fundraising and management efforts. Cut through the noise of ineffective and incomplete experiences from your competitors with a comprehensive, branded, and sleek -investor portal.

These two relaunches come alongside the biweekly advancements we make on the Altvia product suite — updating the CRM platform, connecting to next-generation BI tools, and evolving our integrations.

We are excited about these developments and look forward to driving more innovation in the investor experience in 2020 and beyond.