White Papers

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.

Preferred Return Podcast

The Private Equity Techstack Podcast

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.

Follow Us

Join the conversation.

Follow us.

Like us.

Join Our Newsletter

Join Our Newsletter

Search