Denver, Colorado
All Countries
About Altvia
Altvia is a powerful and niche CRM solution built specifically for private capital markets, making it highly relevant for firms in private equity and venture capital.
Altvia Details
Vendor
Altvia
Year Launched
2006
Location
Denver, Colorado
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English
Users
Investment Managers, Fund Administrators, Fund Accountants, Compliance Officers
Industries Served
Private Equity, Venture Capital, Real Estate, Fund of Funds, Family Offices, Hedge Funds, Corporate Development
Tags
Investment Management, Finance, CRM, Private Equity, Venture Capital, Hedge Funds, Fundraising, Investor Relations, Deal Management, Portfolio Management
Altvia's In-App Market Place
Does Altvia have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Cad ($), Aud ($)
Pros & Cons
- Strong reporting and analytics capabilities that provide deep insights into fundraising and deal performance.
- Robust investor portal improves communication transparency and document sharing with limited partners efficiently.
- Workflow automation significantly reduces manual tasks and increases operational efficiency across investment teams.
- Highly specialized CRM tailored specifically for private equity and venture capital investment workflows.
- Primarily designed for large firms, limiting usability for small businesses or individual investors.
- Limited native integrations compared to broader CRM platforms outside financial services ecosystem.
- Interface may feel complex for new users without prior experience in financial CRM systems.
- Lack of multilingual support restricts accessibility for non-English speaking global investment teams.
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