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Altvia Reviews for 2025

Private Equity Software built for Alternative Investments
Tekpon Score:
4.2/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

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What is Altvia?

Altvia is an equity management software designed for alternative investment firms, including Private Equity and Venture Capital. The platform offers a holistic, industry-specific solution to seamlessly evolve and manage complexity as the firm grows.

It provides features such as faster fundraising with interactive dashboards, precise deal execution by benchmarking investment opportunities, and portfolio monitoring with rich visual analytics. And driving LP loyalty with personalized investor interactions.

The platform is built on a single source of truth and includes secure portals, data intelligence layers, and automation for key activities. Altvia provides expert support for system adoption and change management to leverage a proprietary edge for firms.

It also offers additional tools like ShareSecure for a complete investor portal experience, customizable investor communications, and data-enhancing applications through app integrations. Altvia provides 360-degree views of relationships and enhances data with various tools.

Found in these Categories

Best For

  • Small Business
  • Medium Business
  • Large Enterprise

Altvia Pricing

Starting From: Custom
Pricing Model: Subscription
This tool has not provided pricing information for this product. Check on with their sales team for more info.
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Free Version

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Altvia Features

  • Access Controls/Permissions
  • Workflow Management
  • Transaction History
  • Benchmarking
  • Activity Dashboard
  • Administrative Reporting
  • Fundraising insights
  • Deal sourcing
  • Interactive dashboards
  • Real-time analytics
  • Pipeline management
  • Portfolio monitoring
  • Investor portal
  • Secure documents
  • Data integration
  • Task automation
  • Contact management
  • Communication tools
  • LP engagement
  • Deal benchmarking
  • Investor communications
  • Capital call notices
  • Distribution reports
  • K1 generation
  • Quarterly reports
  • Relationship mapping
  • Data visualization
  • Deal execution
  • LP tracking
  • Investor profiling
  • Real-time video
  • Interactive chat
  • Voice calling
  • User permissions
  • Fund performance
  • Investor correspondence
  • Email campaigns
  • Task assignment
  • Real-time data
  • Cross-platform SDKs
  • API flexibility
  • Live streaming
  • Real-time voice
  • Data room
  • Customizable interface
  • Enhanced data workflows

Altvia Integrations

  • Salesforce CRM

    CRM Software

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Altvia Company Details

Company Name

Altvia Solutions

Headquarters

United States

Website

altvia.com

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Altvia vs. Similar Products

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Altvia Alternatives

Cake Equity

Score: 4.6/5

Shoobx

Score: 4.6/5

Carta

Score: 4.5/5

Global Shares

Score: 4.4/5

Astrella

Score: 4.4/5

Pulley

Score: 4.6/5

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