Altvia
Altvia is a portfolio monitoring & CRM platform specifically designed for the private equity and venture capital markets. Built on Salesforce, Altvia's AIM software enhances data management and automates workflows, allowing private equity firms to streamline their operations. Key features include automated data entry, which reduces manual errors and enhances efficiency, and robust tools for fundraising, deal management, and investor relations. The platform provides detailed insights into investment performance, real-time analytics, and customizable reporting dashboards, enabling firms to make informed decisions. Altvia also supports seamless communication through integrated email services and offers mobile access for on-the-go data management. By providing a comprehensive solution tailored to the unique needs of private capital markets, Altvia helps firms improve their data management, operational efficiency, and overall investment strategies.
Website: https://altvia.com
LinkedIn: https://www.linkedin.com/company/altvia/about/
- Altvia's ESG functionality includes tools to measure and track ESG performance, integrating these factors into investment strategies to enhance transparency and demonstrate positive societal and environmental impacts
- Integrates with platforms such as Box, Crunchbase, DocuSign, LinkedIn, MMD, PitchBook, Preqin Data, Salesforce, Slack, and Sutton Place Strategies to enhance CRM functionalities, automate workflows, and improve communication for private equity firms
FEATURES ( Please Register To View More Features)
- Portfolio Monitoring
- Reporting
- Data Analytics & Visualization
- Automated Data Extraction using AI/ML