Altvia
Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms.
What Altvia is
Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms. It brings fundraising, investor relations, and deal activity into a system for managing relationships and follow-ups. Its CRM centralizes LP, deal, and document data, and can log interactions, call notes, and emails automatically. Deal workflows cover sourcing, diligence, approvals, and investment committee processes. A branded investor portal gives LPs access to documents, fund updates, and communications, with controls such as two-factor authentication, permissions, versioning, and expiration dates. Live dashboards provide filters and performance views, and can be embedded in the CRM and portal. AIMe, Altvia’s AI assistant, can surface insights, automate tasks, and assist with data entry by natural language or voice. It connects CRM, email, and Slack with back-end systems. Altvia lists Android, iOS, and web access, and says it supports more than 4,000 integrations. Pricing is on request; prospective customers can request a demo.
Good
- Centralizes LP, deal, and interaction data.
- Automatically logs interactions, call notes, and emails.
- Investor portal includes granular access and document controls.
- AIMe supports natural language or voice data entry.
- Available on Android, iOS, and web.
Watch out
- Pricing is available on request.
- Prospective customers must request a demo.
Who it suits
Altvia suits private equity, venture capital, and alternative asset management firms coordinating fundraising, investor relations, and deal workflows. It may fit teams that need shared investor records, LP communications, and portfolio dashboards.
Verdict
Altvia combines investor relationship management, deal workflows, LP communications, and analytics for private capital firms. Teams considering it will need to contact the company for pricing and a demo.
The facts
Each one read from Altvia's own pages, with the date it was checked.
What it does
- AI assistant
- AIMe is Altvia’s AI assistant for surfacing insights, automating tasks, and simplifying data entry, including through natural language or voice.checked 9 Oct 2026
- AI connections
- Altvia announced MCP support in its Integration Platform, connecting live Altvia data to Claude, ChatGPT, Microsoft Copilot, Gemini, and other AI platforms.checked 10 Oct 2026
- AI features
- Yeschecked 19 Sep 2026
- Analytics
- Altvia offers live dashboards, flexible filters, performance views, and dashboards that can be embedded in the CRM and LP portal.checked 9 Oct 2026
- Audience
- The platform is built for private equity, venture capital, and alternative asset management firms.checked 9 Oct 2026
- CRM
- Its CRM centralizes LP, deal, and interaction data and can automatically log interactions, call notes, and emails.checked 9 Oct 2026
- Deal workflows
- Altvia supports deal sourcing and diligence, approval and investment committee workflows, and coordination across strategies and geographies.checked 10 Oct 2026
- Integrations
- Altvia says it supports more than 4,000 third-party integrations; featured partners include Canoe Intelligence, Dakota, and Passthrough.checked 10 Oct 2026
- Intended customers
- Altvia identifies private equity, venture capital, and alternative asset management firms as customers for its platform.checked 10 Oct 2026
- Investor portal
- Its investor portal supports secure document sharing, fund communications, and tracking who viewed materials and when.checked 10 Oct 2026
- MCP support
- Altvia announced native MCP support connecting its private-markets data to Claude, ChatGPT, Microsoft Copilot, Gemini, and other major AI platforms.checked 9 Oct 2026
- Portal security
- The portal page lists two-factor authentication, encryption, dynamic watermarks, admin controls, versioning, approval workflows, expiration dates, and custom permissions.checked 9 Oct 2026
- Pricing availability
- The pages reviewed direct prospective customers to request a demo or contact the company; they do not state a product price.checked 10 Oct 2026
- Privacy compliance
- Altvia says it adheres to GDPR and the California Consumer Privacy Act.checked 10 Oct 2026
- Product
- Altvia describes itself as a GP Engagement Platform connecting fundraising, investor relations, and deal activity.checked 9 Oct 2026
- Purpose
- Altvia describes itself as a GP Engagement Platform for private capital firms, covering fundraising, investor relations, and deal sourcing.checked 10 Oct 2026
- Relationship management
- The platform centralizes investor, deal, and document data and captures interactions to help firms manage relationships and follow-ups.checked 10 Oct 2026
- Sales
- Altvia directs prospective customers to request a demo and says a team member will contact them to schedule one.checked 9 Oct 2026
- Security
- Altvia says its security measures include encryption, access controls, and continuous monitoring, and that its practices align with SOC 2 principles.checked 10 Oct 2026
- Support
- Altvia describes its service as including partnership with client teams, implementation guidance, and support from staff with private capital expertise.checked 10 Oct 2026
- Visual sales pipeline
- Yeschecked 19 Sep 2026
- Web access
- An Altvia page describes access through the internet or mobile devices.checked 10 Oct 2026
The company
- Company history and location
- Altvia’s about page says it has spent 19 years serving private capital firms; a company page states it was founded in 2006 and is headquartered in Broomfield, Colorado.checked 9 Oct 2026
- Founded
- 2006checked 28 Sep 2026
Alternatives to Altvia
- 1
aama.io
AndroidiOSWebAPI6.8From $1,500 a month - 2
Asset Class
AndroidiOSWeb6.7From $99 a month - 3
Juniper Square
AndroidiOSWebAPI6.6 - 4
Archstone
Web6.3From $297 a month - 5
Capcade
WebAPI6.1From $600 a month - 6
AdminSphere
AndroidiOSWebAPI6.0