Case Study | Cendana Capital’s Need for a Scalable CRM Leads Them to Altvia
Cendana Capital started as a small shop— with one founder and then just two people—and got by using Excel, email, and other tools to capture and maintain data.
Cendana Capital started as a small shop— with one founder and then just two people—and got by using Excel, email, and other tools to capture and maintain data.
After a year of record revenue growth, Bow River Capital, the majority owner of Altvia, has named Brie Aletto CEO and President.
Altvia was awarded the 2021 Private Equity Wire’s “Best Secure Workflow Management Provider” Award.
We’re thrilled to be joined by Tim Flannery, a co-founder of Passthrough — one company taking an interesting approach to solving this problem.
Today, MGP manages two lower middle market investment funds that make individual equity and debt investments ranging in size from $500,000 to $12,000,000 in the food & agricultural, manufacturing, and distribution sectors.
In this episode, we’re joined by Steven Greenberg: Co-Founder & CEO of Totem VC, a modern operating system for fund managers.
With Altvia’s help, Spire Capital implemented a portfolio company dashboard in its LP portal, which enables them to easily pull up mark-to-market valuations (cost, fair market value, etc.) at a fund level for each portfolio company.
There’s been some buzz in the market about “Tinder for PE”, but TritonLake is confident that private market matchmaking will always be made up of
Altvia’s SVP, Industry Solutions & Strategy, Jeff Williams led a panel on Technology, Security, & Intelligence Influence in Private Equity at the 9th annual Private Equity US Spring Forum hosted by Markets Group.
The switch to a private equity CRM system was necessary for LFM’s future growth to improve deal sourcing execution with integrations.
This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.