Altvia
Salesforce-based CRM purpose-built for private capital
4.2Enterprise / CustomBest for Established firms standardizing deal and LP workflows on Salesforce
CRM Salesforce LP Portal
Overview
Altvia builds its AIM platform on Salesforce, tailored to the two pipelines every GP runs: deals and LPs. It layers fund-domain objects — funds, commitments, allocations, deal stages — onto Salesforce's engine, and pairs them with ShareSecure, its LP portal for documents and reporting, plus analytics dashboards. The result suits firms that want Salesforce's power and ecosystem without building private-equity workflows from scratch.
Key features
- AIM: Salesforce-native CRM with fund data model
- Deal pipeline and fundraising pipeline management
- ShareSecure LP portal for docs and reporting
- Dashboards and analytics across funds and contacts
- Email and calendar capture integrations
Pros
- Salesforce foundation brings enterprise reporting and ecosystem
- Purpose-built fund objects spare months of custom config
- CRM and LP portal from one vendor simplifies the stack
Cons
- Salesforce underpinnings mean real implementation effort
- Heavier and pricier than lightweight VC-native CRMs