1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Altvia Discussions](https://www.g2.com/products/altvia/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ddfc3edaee97462bd34dffefff5153b1/altvia.png "Product Avatar Image") ![Reward for good Altvia reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35836/medal.svg "Reward for good Altvia reviews") ](/products/altvia/reviews) [ Altvia ](/products/altvia/reviews) (15)4.5/5 Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. Discover more at altvia.com. Show More * * * ### 60.0 Nps Score Already have Altvia? ### All Altvia Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 6 years ago More Options - [ # Does AIM include portfolio management? ](/discussions/does-aim-include-portfolio-management) [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes 1 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.&title=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 6 years ago More Options - [ # Can I track fundraising and investor relations in AIM? ](/discussions/can-i-track-fundraising-and-investor-relations-in-aim) [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes 1 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.&title=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 6 years ago More Options - [ # Can I report on my data in AIM? ](/discussions/can-i-report-on-my-data-in-aim) [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * \<0\>0\>Upvotes 1 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.&title=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Altvia+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Altvia+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%0aAsk+Altvia+questions+and+get+answers+from+expert+users+in+our+Altvia+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/altvia/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/cdaa3c23d0ff8c502f03f91e77ae2149/altvia.svg "Product Avatar Image") ### Have you used Altvia before? Answer a few questions to help the Altvia community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faltvia%2Fdiscuss%3Fsmall_ask%3Daltvia) No ## Top Contributors in Altvia 1 ![Morgan O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgan O.") MO Loading... ### [Morgan O.](https://www.g2.com/users/485e897d-fb0c-41fe-a308-d3cc94e20e2e "Morgan O.") Marketing Analyst 3 pts