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

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.

Michael Painter
Managing Partner, Plexus Capital
Real Time LP Visibility
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

Business Intelligence
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
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.