Consider the core processes your firm executes — launching funds, fundraising, sourcing deals, managing deal flow, measuring portfolio performance, and engaging LPs to invest in the next fund…
Altvia is the only place you can capture your firm’s proprietary edge digitally (vs a commodity accounting software or standalone CRM).
Chapter 1: The Traditional Pillars of Enterprise Technology
The pillars of enterprise (business) technology are traditionally distilled down to the applications that help you manage your:
Finances (Books / GL)
Technical term: Enterprise Resource Planning (ERP), Accounting
Industry definers: Oracle Netsuite
Quickest overview: What is ERP?
Enterprise Resource Planning is a type of software to manage business activities such as accounting, procurement, project management, risk management and compliance, and supply chain operations. A complete ERP suite also includes enterprise performance management, software that helps plan, budget, predict, and report on an organization’s financial results.
Technical term: Customer Relationship Management (CRM)
Industry definers: Salesforce
Quickest overview: What is CRM?
Customer Relationship Management is a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM helps provide visibility and improves business relationships to grow your business.