ALTVIA SHARESECURE: Use-Cases, Insights and Reviews | 2026 Cuspera

Monument Group uses Altvia’s CRM to unify investor workflows across global offices. The platform provides a single source of truth, eliminating data silos and improving team alignment. Real-time repo...rting and dashboards help track fundraising activity and investor status. Automation and integrated tools save time and boost efficiency. Monument Group relies on Altvia to scale operations and deliver transparent, tailored updates to investors.
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Pathstone used Altvia AIM CRM to streamline investment management and wealth advisory services for nearly 90 families. Before Altvia, advisors spent hours sorting through Excel sheets and sending ove...r 80 emails for capital calls. With AIM and Investor Correspond, Pathstone now has a central view of household relationships and capital flows. The new system saves hundreds of hours of work and simplifies agreement and signature processes. Pathstone manages 40 private equity pools more efficiently with Altvia.
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LFM Capital needed a CRM that could integrate with key deal sourcing tools like Outreach.io, SourceScrub, and DataFox. As their deal volume grew, their existing systems could not keep up with efficie...ncy demands. They chose Altvia for its seamless integration and customization options. Altvia trained the team and enabled a smooth transition, unifying data and workflows. LFM Capital now benefits from a single interface and improved efficiency in private equity deal sourcing.
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Altvia helped Plexus Capital, a private equity firm, cut report preparation time from 10 hours to 15 minutes. Plexus used Altvia’s CRM platform to manage deal flow, due diligence, and portfolio overs...ight. The platform enabled real-time reporting on deal generation and key account status. Plexus avoided hiring two extra staff by streamlining fund management. The team now has better data consistency and improved accountability.
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Altvia helped Cendana Capital replace Excel and manual tools with a scalable CRM. The firm now tracks 100 fund investments and over 2,200 companies efficiently. Altvia's dashboards and data analytics... let Cendana quickly filter, benchmark, and spot trends in their portfolio. The solution enables both quantitative and qualitative data management, improving reporting and diligence. Cendana saves hours on reports and can support deeper analysis for LPs and GPs.
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ClearVision Equity struggled with disconnected software systems for managing investments. Frequent API issues caused workflow delays and wasted time. The team chose Altvia for its customizable fundra...ising software and seamless integration with Salesforce. Altvia’s AIM CRM and ShareSecure portal centralized investor data and simplified document management. The solution saved time and improved efficiency for both staff and investors.
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