Altvia 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Altvia

4.8

(11)

Pricing

Starting at $1,800.00 per year

About Altvia

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it allows users to track and store communication across calls, emails and meetings.

AIM’s fundraising functionality automatically generates, distributes and tracks private placement memorandums (PPMs). Additionally, users can view the progress of multiple events in real-time via engaging reports. Its deal tracking module enables teams to handle investment pipelines with deal information, fund details, metrics and custom checklists for evaluation.

AIM offers a customizable dashboard, which provides insights into deal sources, valuation trends, capital raising and internal processes for a streamlined data visualization. The platform integrates with various third-party applications such as Microsoft Outlook and Excel. Pricing of the product is available on request and support is extended via phone, email and online help desk.

Altvia Screenshots

Altvia Pricing and Plans

Starting price: $1,800.00 per year

Free Trial

Free Version

Basic

$1,800.00

per year

No plan information available

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Altvia Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Altvia
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Audit Management
Audit Trail
Benchmarking
Calendar Sync
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Contact Management
CRM
Customizable Fields
Customizable Reports
Deal Management
Drag & Drop
Email Management
Email Templates
Financial Analysis
Financial Management
Forecasting
For Financial Institutions
Fund Management
Interaction Tracking
Investment Research
Investments Tracking
Investor Reporting
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Management
Private Equity
Real-Time Analytics
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Search/Filter
Task Scheduling
Territory Management
Third-Party Integrations
Visual Analytics
Workflow Management

Altvia Integrations

Salesforce Sales Cloud

Altvia User Reviews

Overall Rating

4.8

Ratings Breakdown

82%

18%

Secondary Ratings

Ease of Use

4.3

Value for money

4.8

Customer support

5.0

Functionality

4.7

Nicholas W.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2022

Altvia AIM review

Ratings Breakdown

Ease of use

Functionality

Pros:

AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business.

Cons:

This software is built on Salesforce platform. Anyone who has issues with salesforce functionality may run into similar issues with AIM i.e. certain quirks with salesforce reports are present in AIM reports.

Brian K.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2020

Outstanding Implementation, Looking Forward to Years of Partnership

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team.

Cons:

The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user.

Reasons for choosing Altvia

We choose AIM for: - Functionality - Power of Salesforce platform - Comfort of more standardized implementation and strong on-going support - Alternative investment niche - Price / value proposition

Reasons for switching to Altvia

Pipedrive didn't meet our data, reporting, or work flow needs.

Vendor Response

Thank you for your kind words, Brian. We appreciate your product feedback. We are glad to hear you had a smooth implementation process. Best to you and your team for continued success. Thanks again!

Replied August 2020

James M.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2020

Great tool for managing and reporting on portfolio performance.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality.

Cons:

More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions.

Vendor Response

Thank you for your review! We appreciate your product feedback. Glad to hear that support has been of excellent quality and reporting is effective for investors. Best to you and your team for continued success. Thanks again!

Replied March 2020

Mike W.

Verified reviewer

Investment Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

Excellent CRM for Fund and Investment Management

- The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams. - Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry. - Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way. - All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff - Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management

Cons:

- It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve. - Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process.

Reasons for choosing Altvia

- We weren't comfortable signing onto a captive product that could present business continuity risk, captive product support, and limited ability to self-perform changes to the system. - AIM's experience and tenure within the investment-specific CRM arena made them stand out from other groups.

Reasons for switching to Altvia

Our original Salesforce product was more or less a digital rolodex. Without a strong knowledge base of Salesforce and a lack of dedicated technical resources at our firm, we weren't able to successfully integrate any higher-value processes (i.e. deal tracking) and were uneasy about engaging independent consultants to lead the process.

Vendor Response

Thank you for your review, Mike. We appreciate your feedback. We are glad to hear your positive experience with our team and that support has been of excellent quality. Best to you and your team for continued success. Thanks again!

Replied August 2020

Dawn C.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2020

Customizing Reports is Easy

Since we log deals and manage investors, its great to have all the details accessible in the same place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files.

Cons:

If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries.

Reasons for choosing Altvia

I was not here when the company made the change to Salesforce.

Vendor Response

Thank you for your review! We appreciate your product feedback. We are happy to hear that support has been helpful and reporting is effective. Best to you and your team for continued success. Thank you!

Replied August 2020

Mary K.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2021

Great CRM for Private Markets

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Altvia is well-structured and customizable for a private market investor. The Salesforce basis of the product is very helpful because of the additional accessible resources. The Altvia team is exceptionally attentive, responsive, and thoughtful, and they have meaningful institutional knowledge due to their experience with such a broad variety of private market investors. They have a solution or work-around for just about anything we propose.

Cons:

It is not a small task to get a CRM off the ground and get a full team to use it so that the reporting is valuable, regardless of the platform used. The Altvia team was very helpful in achieving this, though. Also, due to the Salesforce basis of the product, there are a few limitations to what can be customized (similar to Salesforce).

Vendor Response

Mary, thank you for your review. We're so happy to hear about your positive experience with our team. Best to you and your team for continued success. Thanks again!

Replied January 2021

Charlie O.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2022

Single Source of Truth

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Awesome product - implemented Altvia to connect two disparate systems between investment & fundraising capabilities. Support is top-notch. Will scale with us as a firm.

Cons:

There are various Salesforce limitations

Colleen D.

Verified reviewer

Venture Capital & Private Equity

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2020

New to Altvia but pleased so far

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's customized to what we do. I find the customer support team always ready to help and informative. There is a lot of functionality and it integrates with other platforms we use. I'm continually finding ways to make every day tasks and communications, in and outside of our office, more efficient.

Cons:

It's not always intuitive and there is a lot to learn, but the support staff is able to solve most issues and teach effectively.

Vendor Response

Thank you for your review, Colleen! We appreciate your product feedback. We are happy to hear that support has been helpful and efficient. Best to you and your team for continued success.

Replied October 2020

Cindy C.

Verified reviewer

Investment Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2022

Very Happy with AIM

Overall, we are very happy with the client management and fundraising tools. The staff at Altvia have been terrific to work. We are still learning, and they are always quick to respond when we have issues, and help us to find solutions.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

AIM allows us to easily distribute information and reports to clients.

Cons:

Generating reports is not as intuitive as I wish it could be.

Reasons for switching to Altvia

Our former platform was antiquated, and too complicated and pricey to update.

Reika O.

Verified reviewer

Venture Capital & Private Equity

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed March 2021

Useful tools

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like Kanban view because it's easy to capture the difference of status for each record. Also, I like report function. We can understand overall image easily.

Cons:

If we could modify/customize our views, formats and fields more easily from our end, that would be more efficient.

Vendor Response

Reika, thank you for your review! We appreciate your product feedback. Best to you and your team for continued success. Thanks again!

Replied March 2021

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