# Altvia vs DealCloud Comparison | | Altvia | DealCloud | |---|---|---| | **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | | **Total Reviews** | 15 | 31 | | **Largest Market Segment** | Small-Business (73.3% of reviews) | Small-Business (69.2% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Altvia Pros: - Customer Support (8 reviews) - Client Engagement (7 reviews) Cons: - Email Issues (2 reviews) - Expensive (2 reviews) ### DealCloud **Not enough data** --- ## Ratings Comparison | Rating | Altvia | DealCloud | |---|---|---| | **Meets Requirements** | 8.8 (10 reviews) | 9.0 (21 reviews) | | **Ease of Use** | 8.5 (13 reviews) | 8.0 (22 reviews) | | **Ease of Setup** | 8.3 (12 reviews) | 7.5 (12 reviews) | | **Ease of Admin** | 9.0 (7 reviews) | 8.3 (5 reviews) | | **Quality of Support** | 9.4 (9 reviews) | 9.4 (21 reviews) | | **Has the product been a good partner in doing business?** | 9.8 (7 reviews) | 8.7 (5 reviews) | | **Product Direction (% positive)** | 8.9 (11 reviews) | 9.4 (21 reviews) | --- ## Pricing ### Altvia #### Entry-Level Pricing No pricing available #### Free Trial No information available ### DealCloud #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Altvia** | 8.5/10 | 11 | | **DealCloud** | N/A | N/A | #### Sales Force Automation | Feature | Altvia | DealCloud | |---|---|---| | **Contact & Account Management** | 9.5 (10 reviews) | Not enough data | | **Partner Relationship Mgmt. (PRM)** | 8.7 (10 reviews) | Not enough data | | **Opportunity & Pipeline Mgmt.** | 8.3 (10 reviews) | Not enough data | | **Task / Activity Management** | 8.3 (10 reviews) | Not enough data | | **Territory & Quota Management** | 8.3 (10 reviews) | Not enough data | | **Desktop Integration** | 8.8 (10 reviews) | Not enough data | | **Product & Price List Management** | 8.5 (10 reviews) | Not enough data | | **Quote & Order Management** | 8.3 (10 reviews) | Not enough data | | **Customer Contract Management** | 9.2 (10 reviews) | Not enough data | #### Marketing Automation | Feature | Altvia | DealCloud | |---|---|---| | **Email Marketing** | 8.9 (9 reviews) | Not enough data | | **Campaign Management** | 8.3 (8 reviews) | Not enough data | | **Lead Management** | 8.5 (8 reviews) | Not enough data | | **Marketing ROI Analytics** | 7.9 (8 reviews) | Not enough data | #### Customer Support | Feature | Altvia | DealCloud | |---|---|---| | **Case Management** | 8.7 (9 reviews) | Not enough data | | **Customer Support Portal** | 8.9 (9 reviews) | Not enough data | | **Knowledge Base** | 8.1 (9 reviews) | Not enough data | | **Call Center Features** | 8.5 (9 reviews) | Not enough data | | **Support Analytics** | 8.7 (9 reviews) | Not enough data | #### Reporting & Analytics | Feature | Altvia | DealCloud | |---|---|---| | **Reporting** | 8.1 (9 reviews) | Not enough data | | **Dashboards** | 8.5 (8 reviews) | Not enough data | | **Forecasting** | 7.6 (9 reviews) | Not enough data | #### Mobile & Social | Feature | Altvia | DealCloud | |---|---|---| | **Social Collaboration Features** | 8.3 (9 reviews) | Not enough data | | **Social Network Integration** | 7.7 (8 reviews) | Not enough data | | **Mobile User Support** | 7.8 (9 reviews) | Not enough data | #### Platform | Feature | Altvia | DealCloud | |---|---|---| | **Customization** | 8.5 (11 reviews) | Not enough data | | **Workflow Capability** | 8.7 (10 reviews) | Not enough data | | **User, Role, and Access Management** | 9.3 (10 reviews) | Not enough data | | **Internationalization** | 8.5 (9 reviews) | Not enough data | | **Sandbox / Test Environments** | 9.0 (10 reviews) | Not enough data | | **Document & Content Mgmt.** | 9.2 (10 reviews) | Not enough data | | **Performance and Reliability** | 8.8 (10 reviews) | Not enough data | | **Output Document Generation** | 9.2 (10 reviews) | Not enough data | #### Integration | Feature | Altvia | DealCloud | |---|---|---| | **Data Import & Export Tools** | 8.5 (8 reviews) | Not enough data | | **Integration APIs** | 7.3 (8 reviews) | Not enough data | | **Breadth of Partner Applications** | 8.1 (8 reviews) | Not enough data | #### Generative AI | Feature | Altvia | DealCloud | |---|---|---| | **AI Text Generation** | 6.9 (7 reviews) | Not enough data | #### Agentic AI - CRM | Feature | Altvia | DealCloud | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | N/A | N/A | #### Functionality | Feature | Altvia | DealCloud | |---|---|---| | **Customizable Reporting** | Not enough data | Not enough data | | **Market Analytics** | Not enough data | Not enough data | | **Client Portal** | Not enough data | Not enough data | | **Investment Accounting** | Not enough data | Not enough data | | **Real time ** | Not enough data | Not enough data | | **Compliance** | Not enough data | Not enough data | | **Customizable Reporting** | Not enough data | Not enough data | #### Integration | Feature | Altvia | DealCloud | |---|---|---| | **Data aggregation** | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | | **Risk Management** | Feature Not Available | Not enough data | #### Agentic AI - Investment Portfolio Management | Feature | Altvia | DealCloud | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | ### Financial Analytics | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | N/A | N/A | #### Platform Additional Functionality | Feature | Altvia | DealCloud | |---|---|---| | **Dashboard** | Not enough data | Not enough data | | **Cloud** | Not enough data | Not enough data | #### Platform Content | Feature | Altvia | DealCloud | |---|---|---| | **Automation** | Not enough data | Not enough data | | **Content Library** | Not enough data | Not enough data | #### Platform Data | Feature | Altvia | DealCloud | |---|---|---| | **Visualization** | Not enough data | Not enough data | #### Platform Interoperability | Feature | Altvia | DealCloud | |---|---|---| | **API** | Not enough data | Not enough data | #### Platform Performance | Feature | Altvia | DealCloud | |---|---|---| | **Reporting** | Not enough data | Not enough data | #### Agentic AI - Financial Analytics | Feature | Altvia | DealCloud | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | ### Virtual Data Room (VDR) | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | N/A | N/A | #### Platform Additional Functionality | Feature | Altvia | DealCloud | |---|---|---| | **Remote Shred** | Not enough data | Not enough data | | **Watermarks** | Not enough data | Not enough data | #### Platform Basics | Feature | Altvia | DealCloud | |---|---|---| | **Document Permissions** | Not enough data | Not enough data | | **Mobile** | Not enough data | Not enough data | | **Document Security** | Not enough data | Not enough data | #### Platform Content | Feature | Altvia | DealCloud | |---|---|---| | **File Sharing** | Not enough data | Not enough data | #### Platform Data | Feature | Altvia | DealCloud | |---|---|---| | **Reporting** | Not enough data | Not enough data | #### Platform Performance | Feature | Altvia | DealCloud | |---|---|---| | **Bulk Upload** | Not enough data | Not enough data | | **Full Text Search** | Not enough data | Not enough data | ### Venture Capital Management | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | N/A | N/A | #### Investment Management | Feature | Altvia | DealCloud | |---|---|---| | **Investment Portfolio Management** | Not enough data | Not enough data | | **Investment Analytics** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Cap Table Management** | Not enough data | Feature Not Available | #### Fund Management | Feature | Altvia | DealCloud | |---|---|---| | **Deal Flow Management** | Not enough data | Not enough data | | **Limited Partner Management** | Not enough data | Not enough data | | **Fund Administration** | Not enough data | Feature Not Available | #### Agentic AI - Venture Capital Management | Feature | Altvia | DealCloud | |---|---|---| | **Cross-system Integration** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Feature Not Available | | **Decision Making** | Not enough data | Not enough data | ### Deal Sourcing | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | 6.1/10 | 5 | #### Deal Identification - Deal Sourcing | Feature | Altvia | DealCloud | |---|---|---| | **Market Mapping** | Not enough data | 4.7 (5 reviews) | | **Advanced Filters** | Not enough data | 7.0 (5 reviews) | | **AI-Powered Search ** | Not enough data | 5.3 (5 reviews) | | **Multi-Source Tracking** | Not enough data | 5.7 (5 reviews) | #### Market Intelligence - Deal Sourcing | Feature | Altvia | DealCloud | |---|---|---| | **Automated Data Enrichment** | Not enough data | Not enough data | | **Real Time Alerts** | Not enough data | 6.3 (5 reviews) | | **Investment Trend Analysis** | Not enough data | 5.3 (5 reviews) | | **Competitive Benchmarking** | Not enough data | 5.3 (5 reviews) | | **Performance Metrics** | Not enough data | 5.3 (5 reviews) | #### Workflow & Customization - Deal Sourcing | Feature | Altvia | DealCloud | |---|---|---| | **Secure Document Sharing** | Not enough data | 6.3 (5 reviews) | | **Third Party Integrations** | Not enough data | 6.3 (5 reviews) | | **Customizable Dashboards** | Not enough data | 7.7 (5 reviews) | | **Pipeline Management** | Not enough data | 8.0 (5 reviews) | ### AI Assistants for Financial Services | Product | Score | Reviews | |---|---|---| | **Altvia** | N/A | N/A | | **DealCloud** | N/A | N/A | #### Conversation Intelligence | Feature | Altvia | DealCloud | |---|---|---| | **Action Items** | Not enough data | Not enough data | | **AI Meeting Transcription** | Not enough data | Not enough data | | **Sentiment analysis** | Not enough data | Not enough data | #### Workflow | Feature | Altvia | DealCloud | |---|---|---| | **Triggering** | Not enough data | Not enough data | | **Email drafting** | Not enough data | Not enough data | | **Form Pre-fill** | Not enough data | Not enough data | | **CRM Auto-Logging** | Not enough data | Not enough data | #### Compliance | Feature | Altvia | DealCloud | |---|---|---| | **Document verification** | Not enough data | Not enough data | | **Language Monitoring** | Not enough data | Not enough data | | **Audit Trail** | Not enough data | Not enough data | | **Access Control** | Not enough data | Not enough data | | **Triggering** | Not enough data | Not enough data | #### Insights | Feature | Altvia | DealCloud | |---|---|---| | **Next Best Action** | Not enough data | Not enough data | | **Client Interaction Analysis** | Not enough data | Not enough data | | **Revenue Opportunity** | Not enough data | Not enough data | ### Financial Services CRM | Product | Score | Reviews | |---|---|---| | **Altvia** | 9.0/10 | 7 | | **DealCloud** | 7.7/10 | 15 | #### Content | Feature | Altvia | DealCloud | |---|---|---| | **Automation** | 9.0 (7 reviews) | 7.3 (14 reviews) | #### Platform Additional Functionality | Feature | Altvia | DealCloud | |---|---|---| | **Pre-Built Connectors** | 8.9 (6 reviews) | 6.9 (14 reviews) | | **Dashboard** | 9.0 (7 reviews) | 8.3 (14 reviews) | | **Cloud** | 9.0 (7 reviews) | 8.3 (13 reviews) | | **Mobility** | 7.9 (7 reviews) | 7.3 (13 reviews) | | **Messaging** | 9.3 (7 reviews) | 6.2 (13 reviews) | #### Platform Reporting and Analytics | Feature | Altvia | DealCloud | |---|---|---| | **Reporting** | 9.0 (7 reviews) | 8.5 (13 reviews) | | **Forecasting** | 8.9 (6 reviews) | 6.5 (13 reviews) | #### Customer Support | Feature | Altvia | DealCloud | |---|---|---| | **Case Management** | 9.3 (7 reviews) | 9.0 (13 reviews) | | **Customer Support Portal** | 9.3 (7 reviews) | 9.0 (13 reviews) | | **Knowledge Base** | 9.3 (7 reviews) | 8.5 (13 reviews) | | **Support Analytics** | 9.3 (7 reviews) | Feature Not Available | #### Marketing Automation | Feature | Altvia | DealCloud | |---|---|---| | **Campaign Management** | 8.9 (6 reviews) | 7.9 (13 reviews) | | **Lead Management** | 8.9 (6 reviews) | 8.2 (12 reviews) | | **Marketing Analytics** | 8.6 (6 reviews) | 7.3 (13 reviews) | #### Sales Force Automation | Feature | Altvia | DealCloud | |---|---|---| | **Pipeline Management** | 9.0 (7 reviews) | 8.5 (13 reviews) | | **Task Management** | 9.0 (7 reviews) | 8.1 (12 reviews) | | **Product and Price List Management** | 8.9 (6 reviews) | 7.1 (12 reviews) | | **Quote and Order Management** | 8.9 (6 reviews) | 7.2 (12 reviews) | | **Contract Management** | 8.6 (6 reviews) | Feature Not Available | #### Agentic AI - Financial Services CRM | Feature | Altvia | DealCloud | |---|---|---| | **Decision Making** | Not enough data | 6.0 (7 reviews) | --- ## Categories **Shared Categories (2):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management) **Unique to Altvia (4):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr), [CRM Software](https://www.g2.com/categories/crm), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Unique to DealCloud (2):** [Deal Sourcing](https://www.g2.com/categories/deal-sourcing), [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) --- ## Reviewer Demographics ### By Company Size | Segment | Altvia | DealCloud | |---|---|---| | **Small-Business** | 73.3% | 69.2% | | **Mid-Market** | 13.3% | 23.1% | | **Enterprise** | 13.3% | 7.7% | ### By Industry #### Altvia - **Venture Capital & Private Equity:** 33.3% - **Financial Services:** 33.3% - **Textiles:** 6.7% - **Philanthropy:** 6.7% - **Information Services:** 6.7% - **Fund-Raising:** 6.7% - **Banking:** 6.7% #### DealCloud - **Venture Capital & Private Equity:** 26.9% - **Financial Services:** 19.2% - **Information Technology and Services:** 11.5% - **Investment Banking:** 7.7% - **Real Estate:** 3.8% - **Investment Management:** 3.8% - **Food & Beverages:** 3.8% - **Facilities Services:** 3.8% - **Consumer Services:** 3.8% - **Construction:** 3.8% - **Other:** 11.5% --- ## Alternatives ### Alternatives to Altvia - [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14683 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13796 reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4767 reviews) - [Instantly](https://www.g2.com/products/instantly/reviews) — 4.8/5 stars (4091 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3044 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews) - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2562 reviews) - [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2037 reviews) ### Alternatives to DealCloud - [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (322 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews) - [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (310 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews) - [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (251 reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews) --- ## Top Discussions ### Altvia - Title: [Does AIM include portfolio management?](https://www.g2.com/discussions/does-aim-include-portfolio-management) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds..." - Title: [Can I track fundraising and investor relations in AIM?](https://www.g2.com/discussions/can-i-track-fundraising-and-investor-relations-in-aim) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "AIM’s Fundraising functionality manages the capital raising process from start to finish, providing 100% clarity on the prospects you’re working with and..." - Title: [Can I report on my data in AIM?](https://www.g2.com/discussions/can-i-report-on-my-data-in-aim) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Altvia’s CRM, AIM, allows you to collect and report on information related to the organizations and people with whom you interact. Leveraging Salesforce’s..." ### DealCloud No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/altvia-vs-dealcloud)