Deal Flow Management

The premier solution for deal teams to manage track, and report on investment pipelines.

Grow The Pipeline

Add deals to your pipeline from a mobile device or your inbox and begin executing the evaluation process in real-time

Win More Deals

Progress deals through the pipeline with speed and precision by coordinating activities across teams and prioritizing deals based on stage and defined next steps

Leverage 3rd Party Data Sets

Ensure the firm has the most holistic view available by consolidating 3rd party data providers (ie PitchBook, CaplQ, and Datafox) into a cohesive view of the market

“We are more disciplined, more accountable and we are finding more ways to be smarter about how we generate deal flow.”

Michael Painter
Managing Partner, Plexus Capital
Deal Origination & Coverage Models
Target Identification
Spend time efficiently with a data-driven approach to focus on priority areas like deal sources and stages. Use historical data to determine where to improve deal progression and optimize performance for better returns.

  • Deal tracking functionality allows for detailed tracking of deals that in your funnel, respective stages, personnel involved, and more

  • Clear next-step indicators with logged interactions from emails, notes, and phone calls within each prospective account

  • Define and streamline due diligence efforts using customizable checklists for different stages of the evaluation process

Deal Tracking
Track Portfolio Investments
Gain firm-wide visibility into the pipeline, follow-up activities based on deal priority, clear accountability across the deal team, and third-party supplemental data for updates that could accelerate/derail the deal.
  • Track performance metric of investments in a structured fashion and refer back to them at any point

  • Purpose built functionality to track portfolio investments allows your deals to be differentiated by type

  • Supplement data with tools like PitchBook, DataFox, and SourceScrub.

Investment Analysis
Custom Reporting and Data Analytics
Use rich reports and dashboards for your deal flow sources, valuation trends, and geographical and sector analysis, so you can prepare better, more accurate forecasting for your firm.

  • Easily drill down report views from the entity, to the fund, to the fund holdings

  • Mobile access to reports, dashboards, and deal records with the current stage path

  • Create sophisticated, print-ready reports with the ability to export data out of your CRM and into Excel

Seamlessly Connect Your Technology
There is no comparison to Salesforce as a platform for building work applications and centralizing workflows around technology into a single source of truth. Customize your instance with integrations to build the solution your firm needs.

  • Sync your Outlook, Gmail, or Calendar with your CRM to be the most up-to-date on interactions

  • Integrate with outside tools like Datafox, Prequin, PitchBook and more using the AppExchange

  • Connect disparate systems to combine your data into one source to perform in-depth reporting and complex analysis

Powering The Top Tier

Learn more about our clients

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.