White Paper | Own Your Edge

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).

It isn’t just that businesses use more software, but that, increasingly, a business is defined in software. That is, the core processes a business executes—from how it produces a product, to how it interacts with customers, to how it delivers services—are increasingly specified, monitored, and executed in software.

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.

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altvia and passthrough onboardingbridge webinar announcement

Wednesday, October 4th | 2:00 PM ET // 11:00 AM PT

Join Cole Maltese, AIM Product Owner at Altvia, Elan Gefen, Product Manager at Passthrough, and Marle Curle, Product Marketing Manager at Altvia, for a deep-dive into the newly released OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding solution, brought to you by strategic partners Altvia and Passthrough.

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