Altvia
Purpose-Built CRM & Investor Engagement for Private Capital.
Overview
Altvia is a software provider that delivers CRM and investor engagement solutions specifically for the private capital industry, including private equity, venture capital, and real estate firms. Their products are built on the Salesforce platform, combining the power and flexibility of the world's leading CRM with industry-specific configurations, workflows, and data models. Altvia helps firms manage their deal pipeline, fundraising, investor relations, and LP communications.
✨ Key Features
- Deal Management & Pipeline Tracking (on Salesforce)
- Fundraising & Investor CRM (on Salesforce)
- Investor Portal (ShareSecure)
- Business Intelligence & Analytics
- Data Integration Services
🎯 Key Differentiators
- Built natively on the Salesforce platform, leveraging its security, scalability, and ecosystem
- Deep, pre-built configurations and data models for private equity
- Combines a powerful CRM with a secure, user-friendly investor portal
Unique Value: Altvia combines the power and flexibility of the Salesforce platform with purpose-built applications and expertise for the private capital markets, enabling firms to accelerate their fundraising and deal-making.
🎯 Use Cases (4)
✅ Best For
- Using Salesforce as a single source of truth for all deal and contact information, configured with Altvia's PE data model.
- Providing LPs with a secure portal to access capital call notices, K-1s, and quarterly reports.
- Creating dashboards and reports within Salesforce to track fundraising progress and pipeline health.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not wanting to use the Salesforce platform
- Firms needing an all-in-one solution with integrated fund accounting
🏆 Alternatives
Compared to building a custom Salesforce solution from scratch, Altvia provides a faster, more robust, and industry-tested starting point. Versus proprietary CRMs like DealCloud or Dynamo, Altvia offers the advantage of being part of the vast Salesforce ecosystem, with its extensive app marketplace and developer community.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
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