What is Altvia?
Altvia is a platform designed to bring your fundraising, deal, and investor workflows all into one place—breaking down silos, speeding up decisions, and powering stronger relationships. It’s built to help teams move faster, stay aligned, and operate with confidence. Whether you’re managing investors, deals, or documents, Altvia centralizes everything so nothing slips through the cracks.
The Main Benefit of Using Altvia
Here’s what makes Altvia stand out:
- Centralizes investor, deal, and document data for easy access
- Automates and prioritizes follow-ups, so you never miss a beat
- Logs every call, email, and meeting to keep everyone in the loop
- Securely shares key documents with a professional, on-brand touch
- Tracks who viewed what and when, giving transparency to LPs
- Builds live dashboards with flexible filters to spot trends quickly
- Embeds dashboards right into your CRM and LP portal for seamless reporting
- Includes AIMe, an AI assistant that surfaces insights and automates tasks
Altvia’s CRM Capabilities
The CRM is the heart of Altvia. It centralizes all your investor, deal, and document data, making it easy to manage and access. Follow-ups get automated and prioritized, so your team knows exactly what to focus on next. Every call, email, and meeting is logged automatically, driving firm-wide coordination and visibility. It’s like having a control center for your entire fundraising and investing process.
VDR & Investor Portal Features
Altvia’s Virtual Data Room (VDR) and Investor Portal let you securely centralize and share key documents. Fund communications stay professional and on-brand, which helps build trust with investors. Plus, you can track who viewed what and when—giving LPs a transparent, self-serve experience that keeps them engaged and informed without extra hassle.
Analytics and AIMe: Smarter Insights and Automation
With Altvia’s analytics, building live dashboards and performance views is a breeze. Slice and dice data with flexible filters to spot trends and make smarter decisions. Dashboards can be embedded right into your CRM and LP portal, keeping everyone aligned with accurate, centralized reporting. And then there’s AIMe—Altvia’s AI assistant for private capital. AIMe surfaces insights, automates routine tasks, and simplifies data entry, so teams can focus on what really matters: deals and relationships.
Altvia’s Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by streamlining investment workflows and supporting private capital growth
- SDG 9: Industry, Innovation, and Infrastructure – through innovative AI and analytics tools
- SDG 17: Partnerships for the Goals – by enhancing collaboration between investors, firms, and LPs
Industries and Workflows Supported by Altvia
Altvia serves a wide range of industries including Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Hedge Funds, and Family Offices. It supports key workflows such as Capital Raising, IR Operations, Investing, and Portfolio Management. This makes it a versatile platform that adapts to the unique needs of various private capital sectors, helping teams stay organized and efficient no matter the focus.
