Fundraising in private equity has evolved—LPs now expect more data, more transparency, and a modern engagement experience.
This brief explores how GPs can rise to the challenge by using purpose-built technology to target the right investors, deliver compelling, data-driven narratives, and provide a seamless LP experience. Learn how platforms like Altvia empower firms to stand out, streamline fundraising, and deepen investor relationships in a competitive market.
“We can actually track the source of where all our leads come from. So, over time, we can see trends and gain valuable insight for fundraising. Where should we be spending our time? Should we be working with existing investors or should we be going out in the market to uncover leads? Should we be prospecting more? Altvia has really helped us organize and prioritize our efforts as a capital development team.”
Jenna Greenspan, Capital Development Director
Download the brief to see how technology can give your fundraising an edge.
As competition intensifies and LP expectations rise, private equity firms must evolve—fast.
This brief explores how leading firms are turning data into a strategic asset, using integrated technology to uncover insights, streamline fundraising, and improve performance across the investment lifecycle.
Learn how cloud-based data management and analytics can help your firm break free from spreadsheets, deliver transparency, and gain a lasting competitive edge.
Download the solution brief to see how data can fuel your firm’s next phase of growth.
Salesforce isn’t just for sales teams—it’s a powerful, secure, and flexible platform that leading private equity firms use to drive smarter operations and better outcomes.
This brief breaks down four key benefits of leveraging Salesforce in the private capital space, including top-tier security, continuous innovation, seamless integrations, and a familiar, user-friendly experience. Learn how Altvia helps firms unlock the full potential of Salesforce to gain a competitive edge.
Download the brief to see how Salesforce can transform your tech stack.
In today’s competitive private capital landscape, standing out requires more than just a strong track record.
This brief outlines four strategic steps to help firms differentiate—by defining processes, automating with purpose-built technology, making data-driven decisions, and deepening LP relationships. Learn how forward-thinking firms are using these tactics to improve transparency, efficiency, and investor confidence.
Download the solution brief to discover how your firm can sharpen its edge and stand out in a crowded market.
Salesforce offers powerful flexibility—but without the right configuration, fund managers risk overspending on unused features or building systems that are difficult to scale.
This brief explores the challenges of using Salesforce out-of-the-box for private equity and venture capital firms and offers guidance on how to build an efficient, cost-effective system tailored to fund workflows. Learn how Altvia’s purpose-built solution helps firms streamline fundraising, portfolio management, and investor engagement—without starting from scratch.
Download the solution brief to learn how to get the most from Salesforce for fund management.
In private equity, the ability to raise funds and deliver strong returns depends on how well internal teams collaborate and how effectively data is used across the investment lifecycle.
This brief outlines the critical workflows and data points for IR, investing teams, LPs, and management—and how the right technology can eliminate silos, reduce admin work, and accelerate execution. See how firms are using Altvia’s platform to create a unified source of truth, improve transparency, and drive better outcomes.
Download the solution brief to streamline your workflows and gain a competitive edge.
Every private capital firm has a competitive edge. The question is—can you prove it?
In today’s software-defined world, legacy CRMs and spreadsheets won’t cut it.
This solution brief explores how leading firms are redefining their tech stacks to digitize their workflows, amplify fundraising, streamline deal flow, and deepen LP relationships. Learn how to turn your firm’s strengths into scalable, data-driven advantages—before your edge becomes someone else’s.
Download the solution brief to see how Altvia helps firms own their edge—and stay ahead.
