Guide

Fundraising Operations Readiness Checklist

Check Your Raise Every Day Readiness

 

A quick diagnostic for IR, Finance & Operations teams preparing to raise with clarity, speed, and institutional discipline.

 

    • Evaluate your baseline to find growth opportunities

    • Audit technology and diagnose operational gaps
    • Learn & implement the 6 Raise Every Day Disciplines


Raise Every Day With Confidence

Firms that excel don’t just raise funds, they raise their standards every day. Altvia supports this operational shift by unifying CRM, analytics, communication, and investor transparency into one connected platform.

Are you fundraising reactively or can you call yourself a true Raise Everyday Operator? Take our quick and easy self-assessment to see where the biggest gains with unified tech lie ahead for your firm.

Get the Fundraising Operations Readiness Checklist today.