Overview
Altvia Solutions sells CRM, investor-portal and analytics software to private-capital firms, organised around three workflows: capital raising, IR operations and investing[10]. Its products include a CRM, a virtual data room and LP portal giving investors self-serve access, analytics, and the Investor Engagement Manager (IEM), which Altvia describes as an AI-native workflow tool for tracking changes in LP relationships and preparing next steps[10].
Altvia reports more than 120,000 portal users worldwide and more than 4,000 third-party integrations available, and says clients save more than 200 hours per employee a year on internal workflows; it also states that 98% of clients rank it as their number-one firm software, a company-reported figure[10]. Altvia suits venture and private-equity firms that want an investor CRM and LP portal without adopting a full fund-administration or accounting platform. It does not provide fund accounting, its ownership is not stated beyond the Altvia Solutions, LLC copyright line, and pricing is not published[10].
Altvia features
- Private-capital CRM
- VDR and LP portal
- Investor Engagement Manager (AI)
- Analytics
- 4,000+ integrations
Altvia pricing
Quote-based; no published prices.
Altvia strengths and limitations
Strengths
- Focused on capital raising and IR
- AI relationship tracking
- Large integration catalogue
- LP self-service portal
Limitations
- No fund accounting
- Satisfaction figures self-reported
- No published pricing
- Smaller scale than Juniper Square
Appears in
Altvia alternatives and competitors
Alternatives to Altvia: companies ranked in the same lists.
- Q4
EQS Group- Euroland IR
IDX
Irwin
InvestorHub- Juniper Square
Allvue Systems- Intapp DealCloud
Visible
Quartr
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