Altvia AIM Overview

Altvia-AIM is a premier private equity CRM that consolidates data into a single source of truth. It scales seamlessly with your firm's growth.

This is a summary of the comprehensive capabilities and benefits of Altvia AIM based on over 49 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Altvia AIM is right for your needs? Our Cuspera AI engine can evaluate how Altvia AIM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Altvia AIM supports business activities such as:

  • Creating Knowledge Base
  • Lead Tracking
  • Deal Management

It can help manage these activities if you use Website for these needs.

Altvia AIM Reviews

34 buyers and buying teams have used Cuspera to assess how well Altvia AIM solved their business needs. Cuspera uses 49 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Use Cases

Peers recommend Creating Knowledge Base , Lead Tracking , Deal Management , as the business use cases that they have been most satisfied while using Altvia AIM.

See all use cases

Case Studies

COMPANY CASE STUDIES
Altvia AIM case study

IVP (Institutional Venture Partners)
CASE STUDY IVP (Institutional Venture Partners)

Altvia’s Platform helped IVP improve investor communications. IVP struggled with old systems and time-consuming report distribution. They tried Salesforce but faced integration issues. With Altvia’s GP-LP Portal, ShareSecure, and Correspond, IVP integrated with Salesforce and streamlined workflows.... Report distribution time dropped from 5-10 hours to just 30 minutes. The team felt more confident and efficient using the new solution.

Read More
Altvia AIM case study

Pathstone (FKA Crestone Capital)
CASE STUDY Pathstone (FKA Crestone Capital)

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 notice...s 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.

Read More
Altvia AIM case study

ClearVision Equity
CASE STUDY ClearVision Equity

Altvia AIM helped ClearVision Equity fix workflow problems. Before, they used 8 different tools that often broke when updated. This caused lost time and stress. With Altvia, they got a single place for all investor data. The team could send emails and manage documents easily. The solution saved tim...e and made work much smoother.

Read More

Based on peer insights

Cuspera recommends Altvia AIM for

Use Cases Creating Knowledge Base , Lead Tracking , Deal Management
Medium Website

IT and Other Capabilities

for Altvia AIM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.49/5 ★

Read Reviews (5)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.49/5 ★

Read Reviews (5)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.74/5 ★

Read Reviews (11)
Analytics

3.56/5 ★

Read Reviews (4)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.74/5 ★

Read Reviews (11)
Analytics

3.56/5 ★

Read Reviews (4)

Software Failure Risk Guidance

?

for Altvia AIM

Top Failure Risks for Altvia AIM

Vendor Profile Details

Company Name

Altvia Solutions, LLC

Company Website

https://altvia.com/

HQ Location

Employees

11-50

Financials

SEED