Altvia
Editor's pickSalesforce-based CRM purpose-built for private capital
4.3Enterprise / CustomBest for Funds wanting Salesforce power without building from scratch
CRM Salesforce Fundraising
Overview
Altvia is a CRM and investor-engagement platform built on Salesforce specifically for private capital — deal pipeline, fundraising, LP relations and portfolio tracking in one system, now fronted by its AIMe AI assistant. It pairs the flexibility of the Salesforce platform with PE-specific objects, plus LP portal and data-room modules.
Key features
- PE-specific Salesforce data model (deals, LPs, funds)
- Fundraising and investor-relations workflows
- AIMe AI assistant for insights and data entry
- LP portal and secure content sharing
- Reporting dashboards and email integration
- MCP support connecting CRM data to AI assistants
Pros
- Salesforce backbone means deep customization and ecosystem
- Attentive, PE-literate implementation and support team
- Covers front office through IR in one platform
Cons
- Salesforce foundation brings complexity and admin overhead
- Longer implementation than lightweight relationship CRMs