Our white papers dive deeper into industry trends, issues, policies, and how your firm can adapt in the changing market.
White Paper | Key Workflows & Data Points in Fundraising & Investing
Keeping LPs informed and engaged is a complex process. LPs commonly request their capital call history or updates on the status of a portfolio company.
White Paper | Customizing Salesforce for Fund Managers
The Salesforce platform can be an invaluable tool to fund managers see king to streamline fundraising, more effectively manage their portfolios, and gain a competitive advantage over competing funds.
White Paper | Four Steps to Differentiate in Private Capital Markets
Differentiation is the result of efforts to stand out as a provider of unique value to customers versus the competition.
White Paper | Four Benefits of Salesforce for Private Equity
Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box.
White Paper | 7 Key Differences between Altvia and Salesforce with a Consultant
Many fund managers in the private capital markets come to Altvia while also evaluating consultants to customize the Salesforce CRM for deal flow management and investor relations.
White Paper | Differentiate With Data To Drive Growth For Private Capital Markets
Investing in the firm’s future - or not - could mean the difference between growth and stagnation.
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We have a team of experts, with decades of private equity experience to support system adoption and change management.