Private Equity Fundraising

Redefine Investor Engagement To Focus On What Matters: Fundraising And Firm Performance

Target The Right Investors

Focus on LPs and investors who fit a specific profile to quickly close the fund and generate the best returns

Execute & Optimize Campaigns

Send email campaigns with a click and understand how prospective investors respond to your messaging

Communicate Your Edge With Data

Use objective data to communicate your firm’s track record, ongoing execution of the investment thesis, and other key points of differentiation

“We now have clear and accurate historical documentation of fundraising efforts and IR communications as a reference before speaking with investor or prospect”.

Joel Hausman
Partner, Edge CrossLink
Investor Correspondence
Customize Investor Communications
Simplify investor communications using data and tools to send out fund news or critical documents to the right people at the right time. Every step of the investor relations lifecycle can be streamlined and organized within the Altvia Platform.

  • Generate and send personalized Capital Call Notices, PPMs, Distribution Notices, K1s, and Quarterly/Annual Reports.

  • Built-in checks throughout the process so you know investors receive accurate information

  • Track document delivery, opens, and signatures with email and document delivery reports

Built on Salesforce
Powerful 360 Views of Any relationship
Altvia is built for private equity on top of the #1 CRM solution in the world, Salesforce. Leverage the platform and your data to understand your stakeholders and their actions.

  • Manage your data for awareness and visibility into any relationship with real-time, rich reporting and dashboards

  • Assign tasks, manage notes and generate tear sheets

  • Set permissions around viewing and deleting data, as well as making modifications to the system configuration

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.