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AIM - A Purpose-Built CRM for Private Capital Markets

By Altvia

Powering PE, VC, and Fund Management with Intelligent Software.

Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Productivity
Finance
Lead & Opportunity Management
Requires
None

Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.

Highlights

Fundraising: Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.

Win More Deals: Streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.

Streamline Operations: Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.

Automate Data Entry: Ditch manual, error-prone data entry. Transform data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.

Altvia's Impact

Pledge 1%

This company pledges 1% of their product, profit, equity, or time to support the community.

Impact

Pledge 1%

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Provider Details

Altvia
Broomfield, CO

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers GPs to deliver a best-in-class LP experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience. With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

AIM is licensed on a per-user basis when bundled with Force.com Platform/OEM/ISV Licenses.

We operate with a predictive pricing model. Please reach out to us at sales@altvia.com for your customized quote.

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