at Financial Technnology Year
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Altvia Portfolio Management from Altvia
Centralizes portfolio data, value creation tracking, fund reporting, performance analytics, investor relations management, and integrates with leading business intelligence tools.
Product analysis by function
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
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Resource Sharing
(6 Yes /7 Known /15 Possible features)
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
Not as far as we are aware.* No public evidence that Altvia functions as a talent marketplace for hiring or personnel sharing among portfolio companies. | |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
No information available | |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
Altvia advertises knowledge base and best practice resources for clients as part of onboarding and ongoing support. | |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
Altvia supports document management and collaboration, including version control features for portfolio and investor reporting. | |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
No information available | |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
No information available | |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
No information available | |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
Product advertises analytics and reporting on portfolio performance and platform activity for customers. | |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
No information available | |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
Altvia offers integrations with leading BI tools (Tableau, PowerBI, Salesforce) and data connectivity features. | |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
No information available | |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
Advanced search and filtering are featured in Altvia's portfolio/company, contact, and deal pipelines. | |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
Role-based and company-based permission controls are detailed in product security/feature sections. | |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
No information available | |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
No information available |
Mentorship Connections
(0 Yes /0 Known /15 Possible features)
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
No information available | |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
. | No information available |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
. | No information available |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
. | No information available |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
. | No information available |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
. | No information available |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
. | No information available |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
. | No information available |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
. | No information available |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
. | No information available |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
. | No information available |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
. | No information available |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
. | No information available |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
. | No information available |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
. | No information available |
Strategic Introductions
(3 Yes /3 Known /15 Possible features)
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
Altvia provides tools for streamlining requests and documentation around introductions and connections in fundraising and business development workflows. | |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
Altvia's CRM includes a segmentable, searchable database of contacts (investors, partners, stakeholders). | |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
No information available | |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
No information available | |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
No information available | |
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Introduction Volume Number of introductions that can be facilitated per month. |
No information available | |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
No information available | |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
No information available | |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
No information available | |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
No information available | |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
Integration with third-party databases like PitchBook and LinkedIn for data enrichment referenced in partner ecosystem and integration materials. | |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
No information available | |
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Multi-Party Introductions Support for introductions involving more than two parties. |
No information available | |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
No information available | |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
No information available |
Community Building and Engagement
(4 Yes /4 Known /15 Possible features)
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
No information available | |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
No information available | |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
No information available | |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
Altvia advertises event and document archive access as part of investor and LP communications modules. | |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
No information available | |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
No information available | |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
No information available | |
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Private Messaging One-on-one or group DMs within the platform. |
No information available | |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
Altvia emphasizes content sharing (news, firm updates, reporting) as a core workflow for users and investors. | |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
Product highlights engagement analytics and reporting for both internal and LP-facing activities. | |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
Calendar integration shown with both event scheduling and deal management examples (e.g., Google/Outlook sync). | |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
No information available | |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
. | No information available |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
. | No information available |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
No information available |
Platform Integrations & APIs
(4 Yes /4 Known /15 Possible features)
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Open API Availability Does the platform offer open APIs for programmatic integration? |
No information available | |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
No information available | |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
Single Sign-On, including SAML and other methods, is explicitly listed in Altvia documentation. | |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
No information available | |
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Webhook Support Capable of triggering external services via webhooks. |
No information available | |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
Standard export formats (CSV, XLSX) for data and reports are available via Altvia's reporting modules. | |
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Integration Setup Time Average time to set up common integrations. |
No information available | |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
No information available | |
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Integration Support Documentation The depth and quality of API and integration documentation. |
Extensive online documentation and knowledge base are referenced for Altvia API and integration setup. | |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
No information available | |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
No information available | |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
No information available | |
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Sandbox Environment Test environment for developing and validating integrations. |
No information available | |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
No information available | |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
Altvia claims SOC 2 compliance in its security documentation and marketing. |
Analytics & Reporting
(9 Yes /9 Known /15 Possible features)
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Value creation dashboard and portfolio value tracking are featured at the core of the product's investor/portfolio reporting modules. | |
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Custom Report Builder Drag-and-drop report creation interface. |
Altvia supports custom report builder interfaces (drag-and-drop) for client-customized reporting. | |
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Real-Time Analytics Analytics update continuously as new data is entered. |
No information available | |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
KPI tracking for companies, funds, and portfolios is a primary advertised use case. | |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Supports data exports and visualization download to standard formats for offline analysis. | |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Scheduled/automated reporting to LPs and internal stakeholders is a celebrated workflow in Altvia. | |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
Drill-down workflows let users navigate from summary to granular data within dashboards. | |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
No information available | |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
Users can define and track custom KPIs and metrics. | |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
Automated data ingestion from connected CRMs, fund admins, and portfolio companies via API integrations or uploads. | |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Altvia provides portfolio benchmarking tools and sector comparisons. | |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
No information available |
Security & Compliance
(11 Yes /11 Known /15 Possible features)
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
The platform is SOC 2 compliant and features end-to-end encryption for all data in motion and at rest (per security docs). | |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Extensive permissioning and access control are core features, and emphasized in trust/compliance literature. | |
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Audit Logs Comprehensive logs documenting platform and user activity. |
Audit logs and user-level tracking available for compliance and security. | |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Multi-factor authentication (MFA) for all users is referenced in security whitepapers. | |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
Altvia certifies GDPR and CCPA compliance in product overview and privacy documentation. | |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
Data retention settings are configurable for compliance according to Altvia support documentation. | |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
SAML/SSO authentication explicitly covered in documentation. | |
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External Security Audits Regular external audits and penetration tests of product security. |
Product security documentation highlights regular external audits/penetration tests. | |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
. | No information available |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
Data residency choices (e.g., US/EU/Australia hosting) are available for enterprise clients. | |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
No information available | |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
No information available | |
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Customizable Access Policies Define unique access rules for diverse user groups. |
Granular, customizable access and permission rules are supported. | |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
API documentation specifies secure tokens, request limiting, and validation features. | |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
No information available |
User Experience & Accessibility
(10 Yes /10 Known /15 Possible features)
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Modern, intuitive interface featured in demos, screenshots, and product reviews. | |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
No information available | |
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Onboarding Wizards Step-by-step guided setup for new users. |
Onboarding wizards and step-by-step process setup modules described in onboarding and product documentation. | |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Platform works across devices and browsers, with emphasis on mobile-friendly, responsive design. | |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
Customizable user dashboards highlighted as a differentiator in feature overviews. | |
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Search Functionality Powerful, universal search across all platform data. |
Powerful global search over contacts, funds, deals, and documents is highlighted. | |
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Localization Supports multiple languages, currencies, and local standards. |
Product describes localization/multi-currency/multi-language support. | |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
Support request and in-app feedback functions built in. | |
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Training Resources Access to training videos, walkthroughs, and documentation. |
Training resources, guides, and walkthroughs easily found in the product knowledge base. | |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
In-app support chat is available for users. | |
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Navigation Speed Average time to load new views or data. |
. | No information available |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
. | No information available |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
. | No information available |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
. | No information available |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
Self-service help center and comprehensive FAQ found on vendor site. |
Support & Customer Success
(4 Yes /4 Known /15 Possible features)
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
Dedicated customer success managers and service reps emphasized in customer testimonials and pricing/feature guides. | |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
Support can be reached by multiple channels (chat, email, phone) per customer support documentation. | |
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Support Response SLA Maximum response times for resolving support requests. |
. | No information available |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
. | No information available |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
Structured onboarding and migration assistance are referenced in marketing and customer education materials. | |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
. | No information available |
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Video Tutorials Extensive video library for self-paced learning. |
. | No information available |
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Community Support Channels Peer-to-peer support via user forums or groups. |
. | No information available |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
. | No information available |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
. | No information available |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
. | No information available |
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Online Ticketing Portal Log, manage, and view support requests online. |
An online support portal for logging requests and following progress is available. | |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
. | No information available |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
. | No information available |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
. | No information available |
Customization & Scalability
(10 Yes /10 Known /15 Possible features)
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White Labeling Platform branding, emails, and URLs can be customized. |
Custom branding, white labeling for client investment portfolios, portals, and communications is an offered service. | |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
Altvia allows users to add custom fields and objects per client needs. | |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
No information available | |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
Altvia scales to support multi-fund, multi-user, and multi-company environments and highlights this in performance overviews. | |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
Email and notification branding is customizable in Altvia platform for client communications. | |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
Platform supports customized roles, permissioning, and user types. | |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
. | No information available |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
Users can create custom landing pages for different investments/companies or LPs. | |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
Bulk data import/export utilities are standard in Altvia's migration and reporting capabilities. | |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
Multi-fund management is an everyday use case for Altvia and referenced in all platform materials. | |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
. | No information available |
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Reporting Template Customization Create, edit, and save custom report templates. |
Customizable reporting templates for recurring automated reports are mentioned in product documentation. | |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
No information available | |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
Custom notification rules and reminders can be configured for various system events. | |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
No information available |
Performance & Reliability
(8 Yes /8 Known /15 Possible features)
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
No information available | |
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Average Latency Average time for transactions or requests to be processed. |
. | No information available |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
Scalable, cloud-based architecture with auto-scaling is referenced by the vendor. | |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
High-availability deployment with automated failover is described as part of Altvia's reliability approach. | |
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Data Backup Frequency How regularly data is backed up. |
. | No information available |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
Disaster recovery is referenced in compliance and security assurance materials. | |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
Multi-region hosting ensures geographical redundancy. | |
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System Status Page Publicly available real-time status dashboard. |
Altvia offers a real-time status page and outages are posted publicly. | |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
Continuous monitoring and alerting by a 24/7 network/security operations center. | |
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Rolling Upgrades Software upgrades can be done without downtime. |
Rolling upgrades and zero-downtime maintenance are referenced in Altvia's technical approach. | |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
. | No information available |
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Transaction Throughput Number of platform transactions handled per second. |
. | No information available |
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API Call Latency Average time to receive a response from API endpoints. |
. | No information available |
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Version History Snapshots History of document or data versions is maintained for recovery. |
Document and data version history with the ability to recover previous versions is a feature. | |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
. | No information available |
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