Altvia AIM: Reviews, Testimonials and Expert Opinions

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.
Show More..

Altvia helped Cendana Capital improve their data management and reporting. Cendana struggled with Excel and manual tools that made tracking investments hard. They needed a scalable CRM and better wor...kflows. Altvia provided dashboards and analytics tools that saved hours on reporting. Now, Cendana can spot trends and do deeper diligence faster. The team expects more efficiency as they expand their use of Altvia.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

AIM by Altvia helped RCP Advisors improve their reporting. RCP needed better ways to summarize and present portfolio data for their investment committee. Altvia reconfigured RCP’s AIM database and cr...eated custom reports. This made reporting faster, more accurate, and more insightful. RCP can now make better decisions with real-time, detailed data.
Show More..