Altvia AIM: Reviews, Testimonials and Expert Opinions

Altvia's AIM CRM helped Pathstone, a family office, save hundreds of hours of work. Pathstone struggled with multiple systems and needed a central database to manage client data and assets. With AIM ...CRM and Investor Correspond, Pathstone streamlined capital call records and made distribution notices easier. The new system merged relationship and capital flow tracking into one view. The signature process for private equity pools became much simpler, saving the team significant time.
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Altvia’s CRM helped Monument Group, a global placement agent, unify investor workflows and scale fundraising. The platform provided a single source of truth across four offices, improving coordinatio...n and transparency. Monument Group saved time on reporting and gained real-time LP visibility. The CRM enabled dynamic, on-demand reporting and supported firmwide consistency as the company expanded services. Monument Group has relied on Altvia for over a decade to drive operational efficiency and growth.
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Altvia helped Growth Catalyst Partners organize and secure their information sharing. Before Altvia, GCP managed communications by email, which was messy and not secure. With Altvia’s private equity-...focused CRM and ShareSecure LP portal, GCP improved tracking of conversations, deal pipeline, and stakeholder engagement. The platform made it easier for GCP to prepare for meetings and manage fundraising. GCP found Altvia’s secure and intuitive interface valuable for their growing firm.
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Altvia’s CRM and Email Marketing tool helped Midwest Growth Partners fix data and communication problems. The firm had trouble with scattered data and slow deal tracking. After using Altvia, they mov...ed all data to the CRM and improved team communication. The integration made it faster to send news to stakeholders and announce deals. They received a dozen new deal referrals from one announcement. The platform made reporting and pipeline management much easier.
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Altvia helped LFM Capital switch to a new private equity CRM system. LFM needed better integration with tools like Outreach.io, SourceScrub, and DataFox. Altvia provided a customizable platform and t...rained the team for a smooth transition. The new system improved deal sourcing and app integration. LFM now feels ready for future growth with Altvia and Salesforce.
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AIM by Altvia helped Plexus Capital save time and improve efficiency. Plexus used to spend up to 10 hours on Monday reports, but now it takes only 15 minutes. AIM made it easier to manage deal flow, ...due diligence, and fund management. The team can now report on performance in real time. Plexus did not need to hire two extra people because of AIM. The solution helped them scale and stay focused on their core business.
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