ALTVIA SHARESECURE: Product updates, Customer stories, and Insights | 2026 Cuspera

Altvia AIM CRM helped Pathstone, a family office with $3 billion in assets, save hundreds of hours of work. Pathstone replaced Excel and Microsoft Dynamics with Altvia to centralize client data and s...treamline capital call records. The new system improved visibility, transparency, and operational efficiency. Advisors now access all household data in one place, making agreement processes and distribution notices much simpler. The efficiencies in signature collection and asset management will save the team significant time each year.
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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 helps Growth Catalyst Partners, a private equity firm, manage fundraising and stakeholder communications. The firm uses Altvia's CRM and ShareSecure LP portal to track conversations, store fun...d data, and streamline pipeline management. Altvia's secure platform replaced inefficient email processes and improved access to key information. The team can now prepare for meetings faster and collaborate more effectively. This technology supports GCP's ongoing fundraising and investment activities.
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Altvia’s CRM and email marketing tool helped Midwest Growth Partners fix data and communication problems. The firm moved all data from spreadsheets to a centralized CRM. Team members now use the plat...form for deal tracking, reporting, and mass communications. The integration sped up deal announcements and improved lead generation. MGP saw a dozen new deal referrals from one announcement and reports significant ROI from faster communications.
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Altvia's private equity CRM helped LFM Capital improve deal sourcing and app integrations. LFM needed a CRM that could connect with tools like Outreach.io, SourceScrub, and DataFox. Altvia provided a... seamless transition and custom interfaces for different teams. The new system made workflows faster and easier. LFM now adds new tools and apps efficiently as they grow.
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Altvia helped Plexus Capital, a private equity firm, scale operations and improve efficiency. The Altvia platform reduced report preparation time from 10 hours to 15 minutes. Plexus now manages deal ...flow, due diligence, and fund management more efficiently. Real-time reporting on deal generation and key accounts improved team discipline and accountability. Altvia's CRM solution enabled Plexus to institutionalize processes and support firm growth.
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