Drive LP Loyalty
Simplify Investor Engagement And Gain Insights Into Performance All In One Platform
Deliver a Modern LP Experience
Trade a static folder full of documents for an investor-specific experience that provides interactive dashboards, and videos that bolster engagement
Understand LP Engagement
Measure an investor’s engagement by the activities they take (ie number of logins, document views, and downloads from your portal)
Keep Sensitive Information Safe
Trust all LP information is secure, hosted by the most iron-clad, enterprise-grade, cloud platforms in technology today
Real Time LP Visibility
Powerful 360 View of Any Relationship
Powerful 360 View of Any Relationship
Altvia is a powerful, digital extension of your IR team, automatically supporting world-class, data-driven LP experiences that keep investors engaged, informed, and more likely to re-invest.
- Store personal information for a contact for awareness and visibility into any relationship with real-time, rich reporting and dashboards
- Assign tasks, manage notes and generate tear sheets right from an intuitive dashboard
- As the team interacts with a contact, each touch-point is logged in the CRM, giving you a rich understanding of each relationship
LP Portal / Data Room
Complete Investor Portal Experience
Complete Investor Portal Experience
Our virtual data room, ShareSecure, makes it easy for you to create, track, and audit the materials you provide investors. Leverage this powerful engagement portal to communicate directly and securely share documents.
- Share sensitive documents in an industry-leading, secure portal that integrates with your CRM
- Request, capture, and track digital signing processes to users or groups with ease
- Share and track multimedia files like audio, mp3 and mp4 with updates for key stakeholders
Business Intelligence
Seamlessly Connect Your Technology
Seamlessly Connect Your Technology
Connect, transform, normalize, and display your data to empower stakeholders to find insights quickly.
- Reduce one off requests with a interactive dashboard, giving your LPs all the answers they’re looking for
- Embed the dashboard right in your secure portal for optimal security
- Create an interactive track record and differentiate your firm from the competition
Integrations
Seamlessly Connect Your Technology
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.
Our market is so relationship driven—we really get to know our business partners and understand their needs. With Altvia, it’s clear that they value having a relationship that comes along with the software.
Managing Partner, Plexus Capital