Software Categories

Altvia

Altvia is a purpose-built CRM and portfolio monitoring platform tailored for the private equity and venture capital industries. Built on Salesforce, Altvia’s AIM solution supports fund managers across the full investment lifecycle — from fundraising and deal management to portfolio monitoring and LP engagement. Core offerings include a Salesforce-based CRM customized for private capital workflows, a robust portfolio monitoring and analytics layer that integrates with tools like iLEVEL and Canoe, and a secure LP Portal & VDR for investor communications and reporting. Altvia also offers integrated ESG tracking tools that help firms align and report ESG performance with investment strategies, enhancing transparency and impact measurement. With mobile access and built-in email communication features, it enables efficient, on-the-go relationship management.

What sets Altvia apart is its advanced reporting capabilities, powered by integrations with tools like Power BI and Snowflake, and underpinned by a Databricks-based data lake that enables scalable, cross-platform analytics. The platform excels in supporting fund-of-funds and IR-intensive firms, offering features like quarterly report scraping, customized dashboards, and CRM administration support. Its extensive integration ecosystem — spanning Canoe, iLEVEL, PitchBook, Preqin, DocuSign, Box, Slack, LinkedIn, and accounting systems — ensures seamless data flow, workflow automation, and reduced manual entry. Altvia competes with platforms like DealCloud, Affinity, and Backstop, often outperforming them on IR workflows, data flexibility, and integration strength.

Website: https://altvia.com

LinkedIn: https://www.linkedin.com/company/altvia/about