Altvia AIM

AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. According to the vendor, their solution will help you translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future.

Key features include

Relationship Management

• Track detailed notes on calls, meetings, and emails
• 360-visibility by connecting Accounts and contacts to Deals, Funds, and Investor Records
• Email notifications to keep your team aligned

• Automatically generate, distribute and track PPMs
• Launch new fundraising efforts from previous fund data
• Follow real-time fundraising progress with rich reporting

• Streamline due diligence with custom checklists for your evaluation stages
• Calculate meaningful ratios for direct investments
• Customize tracking to your firm’s preferred stages, investment types and asset classes

• Gain unparalleled insight into your deal flow sources, valuation trends and more
• Use easy-to-configure dashboards to derive insights
• Subscribe to emails to stay on top of trends or open items