Altvia
4.4
Description
Altvia is a cloud-based CRM solution built natively on Salesforce, specifically designed for private equity firms. It consolidates investment data, streamlines workflows, and enhances collaboration across the entire investment lifecycle – from...
Videos (2)
Use Cases
Key Features
- Activity Dashboard
- Data Import/Export
- Workflow Management
- Audit Management
- Alerts/Notifications
- Benchmarking
Made For
Industries
- Private Equity
- Venture Capital
- Investment Banking
- Fund Management
Customer Segments
- Small Businesses
- Mid-size Businesses
- Large Enterprises
Supported Platforms
- Web
- Mobile
Pros
- Native Salesforce Integration: Leverages the power and scalability of the Salesforce platform.
- End-to-End Investment Lifecycle Management: Covers all stages of the investment process, from deal sourcing to exit.
- Enhanced Data Visibility: Provides a single source of truth for all investment-related data.
Cons
- Potential Salesforce Dependency: Reliance on the Salesforce ecosystem may be a limitation for some firms.
- Implementation Complexity: Customization and integration may require significant time and resources.
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Current average rating is based on research conducted at Exafol