Altvia
Visit websiteSalesforce-based CRM and workflow software for private-capital firms.
Company Profile
Altvia provides a private-capital CRM built on Salesforce. It centralizes LP, deal, company, and interaction data while supporting sourcing, fundraising, relationship management, automated activity capture, workflow automation, dashboards, reporting, and AI-assisted access to firm knowledge. It supports venture firms, but its broader private-capital positioning and Salesforce foundation make it less VC-specific than products designed primarily around venture deal flow.
- Best for
- Institutional firms, Large institutional firms
- Primary users
- Investment team, Investor relations
- Workflows
- Deal flow & CRM
- Region & implementation
- Global, North America · Enterprise
- Coverage?Coverage describes review depth; evidence shows how the product was evaluated. Select for the full methodology.
- Company profile
- Evidence
- Documentation reviewed