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Altvia AIM & ShareSecure from Altvia
Combines CRM, workflow automation, and a secure investor portal. Enables GPs to manage fundraising pipelines, facilitate capital calls, report investor activity, and streamline communications throughout the capital raising process.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(10 Yes /10 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
Altvia AIM is a CRM tailored for tracking investor interactions, which covers comprehensive investor management. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
ShareSecure is a secure investor portal, as explicitly stated on the website and in product documentation. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Investor onboarding workflow including document management and compliance is a listed feature. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
KYC/AML provider integrations (such as with regulatory tech vendors) are supported according to product materials and partner listings. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
Investor segmentation is available as part of the CRM's filtering and targeting functionality. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Digital signature via integrations (DocuSign, etc.) are natively available. | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
Investor communications module is cited in platform feature lists. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
CRM and portal include investor analytics dashboards. | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
Dedicated investor document repository exists as part of the ShareSecure portal. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
Calendaring and scheduling options, including integration with external calendars, are present. | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(10 Yes /10 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
CRM includes pipeline management for fundraising processes. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
Capital calls can be initiated and managed via workflow automation. | |
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Distribution Automation System for managing and processing returns and distributions to investors |
Distribution and returns can be managed and processed via the platform. | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Automated subscription document processing is supported by the workflow toolset. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
Due Diligence Room provided via secure document sharing in the portal. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising analytics and dashboards for progress tracking are standard in AIM. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
Side Letter Management is explicitly listed as a workflow capability. | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Progress toward fundraising goals is tracked with dashboards. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Investor commitment tracking (soft/hard) is core to the CRM's pipeline management. | |
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Processing Speed for Documents The time required to process subscription documents |
No information available | |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
Multi-fund fundraising support is advertised. |
Deal Flow Management
(11 Yes /11 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
Pipeline tracking is used for both investors and deals in the system. | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
Deal scoring/rating is part of CRM deal management features. | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
Customizable due diligence workflow management is available. | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
Deal source analytics is featured in platform overview. | |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Deal documentation management is a standard feature via ShareSecure and CRM. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
Features for team collaboration are available throughout CRM workflows. | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
Investment committee workflows are customizable in the system. | |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
No information available | |
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Industry Classification System for categorizing deals by industry or sector for analysis |
Industry classification tagging and searching is present. | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
Deals can be viewed side-by-side and compared in CRM. | |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
Match deal opportunities to investment thesis, according to configuration options. | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
Automated notifications on dealstage change and actions supported. |
Reporting & Analytics
(8 Yes /8 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting features for IRR/TVPI/DPI outlined on the website. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
User dashboards are customizable. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Portfolio company reporting included as a reporting module. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Investor-specific reporting is a feature of ShareSecure's custom delivery. | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
No information available | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
Regulatory and compliance reporting is offered. | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Tax document generation listed in partnerships and investor portal support. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Automated scheduled reporting/delivery for stakeholder communications is described. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
Historical data trend analysis is a reporting option in the analytics module. | |
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Report Generation Time Average time required to generate complex custom reports |
No information available | |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
No information available |
Compliance & Security
(8 Yes /8 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Internal compliance framework aligned with industry standards; referenced in security documentation. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
All data encrypted at rest and in transit, confirmed in InfoSec documentation. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Role-based access controls are part of user administration. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
Full audit trails for data and user actions, provided for compliance. | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication offered as part of security best practices. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Compliance reporting automation is available for regulatory purposes. | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
Ability to define data residency is supported based on SOC2 Type II compliance claims. | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
The company claims GDPR compliance across their cloud deployments. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
No information available | |
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Backup Frequency How often system data is backed up for disaster recovery |
No information available | |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(9 Yes /9 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
Banking integrations (primarily for capital calls and distributions) are available through third-party connectors/APIs. | |
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CRM Integration Ability to connect with external customer relationship management systems |
External CRM integrations (such as Salesforce connectivity) are available, but Altvia AIM itself is a CRM. | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
Integration with accounting and fund admin software is referenced in partnership materials. | |
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API Availability Presence of application programming interfaces for custom integrations |
API is available for custom integrations, as per developer documentation. | |
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Email Integration Connection with email systems for communication tracking |
Email integration for investor and team communication is a native feature. | |
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Document Management Integration Ability to connect with external document storage and management systems |
Document management integration (Box, Dropbox, etc.) is explicitly listed on the site. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
Calendar integration is marketed as a CRM feature. | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
Connection to third-party data sources (Preqin, PitchBook, etc.) is offered. | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
No information available | |
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Integration Development Time Average time required to develop a custom integration |
No information available | |
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Webhook Support Ability to trigger actions in other systems based on platform events |
No information available | |
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Single Sign-On Integration Support for enterprise identity management systems |
Single Sign-On (SSO) support for enterprise clients is available, according to product sheets. |
User Experience
(6 Yes /6 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Runs well on mobile browsers; mobile optimized accessibility is confirmed. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
Interface customization options are provided by the platform. | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
User reviews and interface demos indicate intuitive, logical workflow navigation. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
White-label branding for portals is available for LP communications. | |
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Multi-Language Support Availability of the interface in multiple languages |
No information available | |
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Number of Supported Languages The quantity of languages available in the platform interface |
No information available | |
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Learning Curve Average time required for new users to become proficient |
No information available | |
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Search Functionality Comprehensive search capabilities across the platform |
Full platform-wide search functionality is available. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
Guided workflows and automation for complex processes are a key sales point. | |
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User Satisfaction Rating Average satisfaction score from current users |
No information available | |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(7 Yes /7 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
24/7 support is referenced for enterprise customers. | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
Dedicated account manager for onboarding and ongoing support is standard. | |
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Training Resources Availability of documentation, videos, and other learning materials |
Training resources available online and in documentation. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Onboarding assistance and configuration support called out in reviews and sales materials. | |
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System Uptime Guarantee Contractual assurance of platform availability |
No information available | |
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Response Time Average time to initial response for support tickets |
No information available | |
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Resolution Time Average time to resolve support issues |
No information available | |
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Update Frequency How often the platform is updated with new features or improvements |
No information available | |
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User Community Access to a community of users for knowledge sharing |
User community (knowledge base and forums) available and referenced in support documentation. | |
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Customization Support Assistance available for platform customization needs |
Assistance with advanced customization is offered and referenced in partner program. | |
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Service Level Agreement Formal commitment to support quality standards |
SLAs for uptime and issue response times available for enterprise contracts. | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(9 Yes /9 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
Subscription-based recurring pricing is standard for this SaaS solution. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Multiple tiers with feature differentiation mentioned in pricing FAQ. | |
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AUM-Based Pricing Pricing scaled to assets under management |
AUM-based price options referenced by sales inquiries and reviews. | |
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Per-User Pricing Cost determined by number of system users |
Per-user pricing published as a standard option. | |
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Implementation Fee One-time cost for setting up the platform |
Implementation/set up fee applies as per proposal documents. | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
Customization costs are common in enterprise deployments. | |
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Free Trial Availability Option to test the platform before purchase |
Free trial on request or demo is referenced by reviews and site FAQ. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
No information available | |
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Annual Cost Range Typical annual cost for a mid-sized fund |
No information available | |
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ROI Timeframe Average time to achieve return on investment |
No information available | |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
Volume discounts for large/multi-fund clients described by sales team. | |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
Add-on modules and feature packs available as per the website. |
Technology Infrastructure
(4 Yes /4 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Cloud SaaS platform, no on-premise hosting by default. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
Geographic data redundancy and failover are referenced in security materials. | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
Scalability is a SaaS platform attribute and referenced in marketing collateral. | |
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System Response Time Average time for the system to respond to user actions |
No information available | |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
No information available | |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
No information available | |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
Disaster recovery/business continuity is documented in compliance and security whitepapers. | |
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Recovery Time Objective Target time for system recovery after an incident |
No information available | |
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Mobile App Availability Dedicated native applications for mobile devices |
No information available | |
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Browser Compatibility Range of web browsers supported by the platform |
No information available | |
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API Request Limit Maximum number of API calls allowed per time period |
No information available |
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