Altvia

📈 Investor expectations are at an all-time high—are you ready to exceed them? For many teams, even with tools in place, the struggle is real: ❌ Chasing down files. ❌ Scrambling to compile fund updates. ❌ Fielding endless email requests. With Altvia’s LP portal and VDR, ShareSecure, those challenges become a thing of the past. Here’s how ShareSecure gives you an edge: ✔️ Securely share sensitive documents both pre and post-commitment. ✔️ Proactively engage investors with fund updates that keep them in the loop. ✔️ Monitor and control investor activity in one streamlined solution. 💡 Investor engagement just got a whole lot easier. Ready to transform how you manage investors and fundraising? Learn more here: https://hubs.la/Q02_SNh40 #altvia #sharesecure #investorrelations #secure

AI can do incredible things—but only if it understands your business. 💡 In this episode of Preferred Return, Jef Rice, Altvia’s Head of Engineering, draws an insightful comparison: AI is like a brilliant intern—full of potential but lacking the context needed to make a real impact. The key? Contextual intelligence, powered by centralized data. AI is just a shiny toy doing flashy tricks without a solid data infrastructure. But it transforms into a strategic tool when layered atop meaningful, business-specific data. 😮💨 Listen in to learn how to elevate AI for real impact! ⬇️ Spotify: https://hubs.la/Q030gV0s0 YouTube: https://hubs.la/Q030gs7_0 Apple Podcasts: https://hubs.la/Q030gN820

As 2024 winds down, we're feeling proud (and, okay, a bit nostalgic 🥹). What a year it’s been! From breaking boundaries to delivering game-changing solutions, we've made some serious strides. We were shortlisted for many industry awards, but we're honored to have won: 🥇 CRM System – 11th Annual Family Wealth Report Awards 🥇 Fundraising Solution of the Year – US Private Equity Wire Awards 🥇 CRM & Deal Origination Technology – The Drawdown Awards We couldn’t have done it without our amazing team, our incredible clients, and their unwavering commitment to drive innovation forward in private capital markets. We’re just getting started, and 2025 will be even bigger! 🙌 Here’s to winning, growing, and having some fun along the way! 💫 #altvia #awards #coloradotech #alternatives #fintech

Exciting news from Altvia! We are thrilled to welcome three exceptional talents to our team! 🌟 Maxie Bilyeu, MA, joins us as our newest Customer Success Manager, bringing over a decade of expertise in building client partnerships. Maxie is passionate about process improvement and building strong customer relationships, ultimately contributing to culture, business growth, and retention. Outside of work, you'll find Maxie traveling, bowling with her Monday night league, or hanging out with her pup, Elvis. 🐶 Aaron McCauley joins us as a Technical Client Associate. He’s embarking on an exciting career change in the property management industry. With a passion for fostering positive relationships, we know he'll make an incredible impact here. Fun fact: Aaron is obsessed with all things Christmas—so much so that we’re starting to suspect he might actually be part elf! 🎅✨ Jose O. joins us as a Technical Client Associate, bringing a diverse skill set and a wealth of experience spanning tech and cloud security. Beyond work, Jose is passionate about his pup Toby and going to shows with friends. We’ve already seen Jose's impact on the team and can’t wait to see the contributions he’ll continue to make! Please join us in giving these three rockstars a warm welcome! 🚀

dakota Knows Best: CRMs are the lifeline of any investment firm. 💡 From ensuring data integrity to improving client service, the right CRM doesn’t just organize your data - it transforms how you operate. But here’s the catch: even the best generic CRM can only go so far if your data isn’t accurate or industry-specific. That’s why having a CRM tailored to private equity or investment firms—and integrated seamlessly with your data partners—is a game changer. If your firm is considering upgrading its CRM for 2025, dakota made it easy for you! They've compiled a list of the 10 best CRMs to power your investment operations next year. 🔗 Check out the blog here ⬇️ #Altvia #Dakota #PrivateEquity #CRM #DataIntegrity #InvestmentFirmTools

Investor expectations are rising—is your tech stack keeping up? 📈 If your team is constantly chasing files, scrambling to send updates, or drowning in email threads, you're not alone. These challenges can make it tough to meet investor demands. But what if there was a better way? 🚀 Enter ShareSecure: the ultimate LP portal and virtual data room (VDR) designed to simplify and elevate your investor relations. 🌟 ✅ Securely share sensitive documents pre- and post-commitment ✅ Streamline fund updates to keep investors engaged ✅ Monitor investor activity and satisfaction—all in one place No more stress. Just seamless collaboration and stronger investor relationships. Ready for less stress? 🌐 Learn more: https://hubs.la/Q02-Dp3V0 #Altvia #ShareSecure #InvestorRelations #Fundraising #LPPortal #VDR #vc #pe

Thank you to our fantastic client, Bow River Capital, and community sponsor, BMO U.S., for hosting their Women’s Initiative Network (WIN) Holiday Event last night! 🎁 We were grateful to get together to support One Warm Coat and its mission to provide free coats to children and adults in need. Their impact on the community inspires us all, and we hope to keep the spirit of giving and connection alive all season long. Thanks again to Bow River Capital and BMO for hosting such an incredible event! Allyson Youngquist Allie Heisler Marle Curle Olivia Miller #Altvia #BowRiver #BMO #WIN #WomenInLeadership #OneWarmCoat #CommunityImpact #GivingTuesday

Everyone is talking about data—data lakes, data warehouses, data, data, data. Julie Newman, Managing Director at Altera Investments, spoke at Altvia's recent Client Advisory Board event, Thrive 2024, about how firms' mastering their own data is their greatest resource when deepening relationships with LPs. Heighten your LP experience: https://hubs.la/Q02ZB3D90

🚨 AI is only as good as the data behind it—and when it comes to Salesforce, data quality has always been the make-or-break factor. In this replay episode of Preferred Return, Ben McCarthy, aka Salesforce Ben, underscores the importance of industry expertise in driving Salesforce success. For private capital markets, off-the-shelf solutions rarely address nuanced needs. From leveraging data cloud technology to understanding the audience more deeply, Ben discusses the future of personalized engagement and the skills needed to stay ahead. 🔗 Dive into an episode packed with future-focused insights: https://hubs.la/Q02ZJl-P0 #podcast #salesforce #salesforceben #fintech

✈️ Traveling this Thanksgiving? We’ve got a podcast recommendation! ⬇️ 💼 How Gui Costin Masters Capital Raising 💼 Gui Costin, Founder & CEO of dakota, shares his playbook for capital raising success. His secret? Building the right systems and processes. 💡 "Really defining how you do things as a company is one of the most important things." In this episode, Gui explains how solid processes: ✔️ Build trust and consistency with investors. ✔️ Empower your team to execute with precision. ✔️ Help you focus on what you can control, no matter the market. 🔗 Listen now and sharpen your tools for success: https://hubs.la/Q02ZJrf_0 #podcast #privateequity #venturecapital