Directory / Altvia
Altvia
CRM and reporting software built for private capital firms' deal and investor workflows.
Key facts
- Website
- altvia.com
- Pricing
- Enterprise, contact for pricing
- Rating
- No reviews yet
About Altvia
Altvia is a CRM and reporting software built for private capital firms' deal and investor workflows. It fits deal teams at private equity firms, investment banks, or independent sponsors who need to track relationships and pipeline in one system instead of spreadsheets and inboxes.
Key features
- CRM for LP tracking and outreach
- VDR and branded LP portal
- Performance and engagement analytics
- AI capabilities for private capital workflows
- Capital raising and IR workflow tools
Pros & cons
Pros
- Purpose-built for PE/VC/fund of funds
- Large LP portal user base reported
Cons
- Pricing not public
- Niche focus limits use outside private capital
Reviews
No reviews yet. Be the first to share your experience with Altvia.
Frequently Asked Questions About Altvia
What is Altvia?
Altvia is a CRM and reporting software built for private capital firms' deal and investor workflows.
Who is Altvia for?
It fits deal teams at private equity firms, investment banks, or independent sponsors who need to track relationships and pipeline in one system instead of spreadsheets and inboxes.
What category does Altvia fall under?
Altvia is a deal and relationship management (CRM) platform built for firms that need to track pipeline, contacts, and deal activity.
Alternatives to Altvia
PitchBook
Institutional-grade platform for private and public market deal, fund, and company data.
Dynamo Software
CRM and fund administration software for private equity, VC, and alternative investment managers.
Preqin
Alternative assets data provider covering private equity funds, deals, and investors.
Copper
CRM platform built to integrate with Google Workspace for pipeline and relationship tracking.
Dakota Marketplace
Research platform tracking institutional investors and private capital allocators.
CB Insights
Market intelligence platform tracking private company data, funding, and M&A activity.
More Tools
4Degrees
Relationship intelligence and deal-flow CRM for private equity and venture firms.
A Simple Model
Provider of free and premium financial modeling templates including LBO models.
Acquira
Acquisition entrepreneurship platform offering an SBA loan calculator and buyer resources.
Acquisition AI
AcquisitionAI – AI Calling At Scale
Acquisition Stars LOI Generator
Guided 5-step wizard that creates Letters of Intent for business acquisitions based on entered transaction details.
Adobe Acrobat Sign
Enterprise e-signature platform integrated with Adobe Acrobat for document execution.
Affinity
Relationship intelligence CRM used by private capital firms to manage deal sourcing.
AlphaSense
AI-powered market intelligence search engine for investment and deal research.