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Enterprise Layer Intelligence
Categories/CRM/Altvia
Altvia

Altvia

Founded by Kevin Kelly in 2006

Manage investor relations, capital raising pipelines, and deal sourcing data for private equity firms

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Altvia to manage private equity fundraising, investor relations, and deal pipelines in a centralized system. It tracks interactions, documents, and communications with limited partners across multiple fund cycles. Your team can run virtual data rooms, offer investors secure self-service access to reporting documents, and automate distribution notices and capital calls. The system also organizes deal sourcing workflows, diligence files, and investment committee approvals, keeping analysts, operating partners, and leadership aligned without relying on disconnected spreadsheets or fragmented email threads.

What Altvia does

Record investor interactions and meeting notesSend automated capital calls and distribution noticesSet up secure virtual data rooms for diligenceTrack deal flow and investment approvalsOrganize limited partner contact data across multiple fundsGenerate fundraising pipeline health reportsTrack limited partner interactions, communications, and meeting notes automaticallyCentralize fundraising pipelines, pitch decks, and due diligence questionnairesAutomate capital call notices and distribution updates for investorsProvide limited partners with secure self-service portals and virtual data roomsManage deal sourcing, due diligence reviews, and investment committee approvalsDeliver real-time analytics on fundraising progress and pipeline health

Pricing breakdown

Pricing model: Paid

Frequently asked

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Altvia, Customer Relationship Management, private equity CRM, venture capital CRM, investor relations, LP portal, virtual data room, deal sourcing, fundraising pipeline, capital raising, capital calls, distributions, fund of funds, family office CRM, real estate funds