Altvia is a Salesforce-native CRM and investor relations platform built exclusively for private equity, venture capital, and alternative asset managers, covering the full fund lifecycle from deal sourcing and LP relations to portfolio monitoring and reporting.

• AIM (Altvia Information Management) centralizes deal flow, contact management, and fund data in a purpose-built private markets CRM

• Investor portal (ShareSecure) enables secure LP communications, document distribution, and capital call notices

• Portfolio monitoring tools track KPIs, financials, and operational metrics across portfolio companies with automated data collection

• Built on Salesforce, enabling firms to leverage the full AppExchange ecosystem alongside Altvia's private markets-specific modules

• Reporting engine produces customized LP reports, fund performance summaries, and board materials with live data connections