# Altvia Reviews **Vendor:** ALTVIA SOLUTIONS, LLC **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 15 ## About Altvia 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. ## Altvia Pros & Cons **What users like:** - Users praise Altvia for its **exceptional customer service** , with quick responses and personalized support from a dedicated team. (8 reviews) - Users commend Altvia for its **exceptional customer service and support** , highlighting their quick responses and dedicated assistance. (7 reviews) - Users value the **convenient access to information** in Altvia, enhancing productivity and streamlining customer management processes. (4 reviews) - Users find Altvia to be **extremely user-friendly** , facilitating quick learning and daily usage across the organization. (4 reviews) - Users appreciate the **comprehensive data** provided by Altvia, aiding in reporting, organization, and communication effectively. (2 reviews) - Easy Customization (2 reviews) - Users appreciate the **exceptional support and comprehensive features** of Altvia, enhancing usability and company-specific solutions. (2 reviews) - Lead Management (2 reviews) - Organization (2 reviews) - Organization Efficiency (2 reviews) **What users dislike:** - Users struggle with **email logging issues** , finding it cumbersome and lacking seamless integration for tracking activities. (2 reviews) - Users find the tool **expensive** , especially with added costs for essential features and limitations in functionality. (2 reviews) - Users find that **data entry is cumbersome** due to lack of auto-population and scalability issues in Altvia. (2 reviews) - Users face **integration issues** with Altvia, particularly in logging activities and syncing with email platforms. (2 reviews) - Users feel Altvia is **missing essential features** for modern business needs, particularly in email functionality and template creation. (2 reviews) - App Functionality (1 reviews) - Data Entry (1 reviews) - Expertise Required (1 reviews) - Feature Issues (1 reviews) - Inadequate Reporting (1 reviews) ## Altvia Reviews ### 1. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Altvia?** I like their focus on the private equity industry, as it is specifically designed to meet the needs of the funds. Its integration with Salesforce allows for extensive customization, and its customer relationship management (CRM) capability facilitates the efficient tracking of investors, opportunities, and key activities. **What do you dislike about Altvia?** It can be complex to set up if you don't have prior experience with Salesforce. Additionally, some advanced features require technical knowledge or support from the support team to fully leverage them. **What problems is Altvia solving and how is that benefiting you?** One of the problems is that it may require a steep learning curve, especially for new users without prior experience in Salesforce. However, this benefits me because it drives me to better understand the tool, which gives me a competitive advantage by mastering a powerful platform specialized in managing relationships and private equity investments. ### 2. Superb Product with a Superb Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra L. | Team Manager, Operations & Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Altvia?** Altvia is an extremely user friendly product. Everyone in our organization is very quick to learn it and always comments on the ease of use and accessibility of the product. We encourage our staff to use it daily so that the quality of the information is always kept up to date. The senior leadership team really enjoys the dashboard and the clear data viasualizations that Altvia provides. An equally important best and most helpful part about Altvia are its people. The level of customer service that you receive is unparalleled to other vendors we have worked with in the space. They are extremenly helpful, attentive and strategic problem solvers whenever any issue comes up. **What do you dislike about Altvia?** There is not much that we dislike about Altvia. We just want it to solve all of our problems so that we do not have to use any other product or have to rely on any integrations. Currently we are looking for a solution to help us with impact measurement & management (IMM) and we are hoping to be able to achieve that within Altvia's native product. **What problems is Altvia solving and how is that benefiting you?** We use Altvia as our main CRM and single source of truth for the following: Accounts (a database of field partners); Interactions (a record of our engagement with external partners and Deals (all the investment opportunities we review). We create a variety of reports and visualizations off of the data stored in Altvia to see where in the investment process our various deals are and to easily pull up investment deals that are currently in our pipeline or watchlist. This is then used to make multi million dollar investment decisions. All of our interaction history is stored in Altvia as well so that we can easily keep track of our primary investment contacts, when we have meetings with them and who in the organization is actively working on what deal flows. The leadership team uses Altvia to regularly report out to its investment committee, advisory board and other external partners and media publications on the large scale impact investments that we make. ### 3. Strategic Partnerships Research Analyst and Operations Lead **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Altvia?** Customer service. The entire support team is wonderful but specifically Nicholas Petraglia who I have been working with for about two years since joining my firm. He truly goes above and beyond to not only complete or assist me with tasks but help train me or direct me to where I can learn more. **What do you dislike about Altvia?** There are some limitations such as campaigns, LP community just being a report, and mass mailing metrics/can't send pdfs to large groups/clunky mass mailing system that leads to human error/etc. coming at an additional cost. Mainly cost which is why I docked points. **What problems is Altvia solving and how is that benefiting you?** AltVia helps us keep track of our fundraising efforts with histories of who we spoke to and why, reasons we passed on a potential investor, managing our deal flow database, storing investor/portco/etc. info (like contact info), creating dashboards to keep us organized, creating dashboards and reports to show fundraising progress, and sending out deliverables/event invites. ### 4. Altvia has been helpful with any need we may have by troubleshooting for us in an efficient manner. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Altvia?** What I find most helpful while using Altvia is having important information in one place. It gives us both a high-level view, giving us the pertinent information that we need, while also giving us the ability to dive in deeper with even more detailed information. **What do you dislike about Altvia?** When entering data, it is cumbersome at times when having to repeat the same data and entering it more than once. It would be amazing if it would auto-populate a name that we have already entered and remember the information that pertains to that specific individual or company. **What problems is Altvia solving and how is that benefiting you?** Altvia assists us with condensing important information into one platform. We are able to send out communications, documents, important notices to our Investors in an efficient way. It saves us a lot of time. ### 5. Collaborative & Supportive Technology Partners **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren S. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2024 **What do you like best about Altvia?** I most appreciate how collaborative and supportive the Altvia team is. Our TAM support has allowed us to move very quickly with large client requests, and the new feature implementations that are regularly rolled out continue to improve our workflows. **What do you dislike about Altvia?** There are some constraints to the scalability and automation capabilities of our most used portions of the Altvia suite of products. **What problems is Altvia solving and how is that benefiting you?** Altvia allows us to securely share the data and documents that our clients require. The support that we receive as a fund administrator in servicing our client's instances of Altvia's products allows us to uphold a standard of white glove service that is important to the growth of our business. ### 6. Finance Associate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Altvia?** They have the best customer service and support team. Very quick replies and fixes. **What do you dislike about Altvia?** Nothing at all, they are an amazing team. **What problems is Altvia solving and how is that benefiting you?** Efficient communication to our LPs. ### 7. Highly proactive team working hard to meet our business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Edward A. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Altvia?** The Altiva team is exceptional. They displayed incredible patience helping us work through the initial implementation. They were and continue to be highly responsive to our training and support needs. Their product team listened to features and enhancement that would he us increase adoption of their platform. **What do you dislike about Altvia?** This is not a "dislike" but as we move to greater use of the platforms BI tool, we will need much hand holding and training as we get used to moving from Excel for analytics to their new platform. I'm condfident the Altvia team will be responsive. **What problems is Altvia solving and how is that benefiting you?** Consolidation of our data into one system that allows for far great data managment and control. ### 8. The only platform for Alts / GPs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Altvia?** Altvia is our north star in reporting, organization, and communications to our LPs. It is a robut, comprehensive tool we use daily. Customer reporting and service has also been a highlight in our relationship. **What do you dislike about Altvia?** wish there was bette ways to streamline logging our activities (interactions) via email/calls. It would be great if there was a tighter integration with microsoft outlook and email logging for reporting and tracking purposes. **What problems is Altvia solving and how is that benefiting you?** Reporting ### 9. Altvia - Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Leonardo P. | Investment Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Altvia?** On a general level, it is very easy and intuitive. **What do you dislike about Altvia?** For some specific tasks it might be a little time consuming. **What problems is Altvia solving and how is that benefiting you?** Bussiness contact administrations, company tracking, portfolio construction and management ### 10. Great CRM Solutions for Investments Companies and Placement Agents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Altvia?** The tool is easy to use, and they have a great support team. They also have this unique costumer profile (GPs and placement agents) that helps to creates the best solutions for companies that have similar business models. **What do you dislike about Altvia?** They develop new useful features, but they mostly cost extras besides the main tool which is a little expensive. **What problems is Altvia solving and how is that benefiting you?** The CRM has a logical structure that helps in the daily activities, in our case, it helps to create a sales process respecting our clients needs. ### 11. Great Team and Software **Rating:** 5.0/5.0 stars **Reviewed by:** Claire S. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Altvia?** The team at altvia does a great job of case resolution and staying on top of our requests. They are prompt and use their wide knowledge base to come up with solutions and teach our end users. It has been very easy to use and mold to our existing requirements. **What do you dislike about Altvia?** The email correspondence needs more functionality to be able to edit and create clean templates. **What problems is Altvia solving and how is that benefiting you?** CRM, data management and planning ### 12. They got a real nice CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Bryan J. | Account Manager & Customer Service Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Altvia?** I think the best you can do with Altvia is searching a good CRM, reliable without wasting tons of money **What do you dislike about Altvia?** Feels like they're missing to become a modern business or make it easy for agents. **What problems is Altvia solving and how is that benefiting you?** Getting the right CRM for a small business, I don't need to look-up for premium CRM system or needing to ask for veteran/specialist people to set it for me. ### 13. Consolidated platform for PE use cases **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Altvia?** One platform for LP communciations, deal tracking, CRM **What do you dislike about Altvia?** Still requires some additional support from third-parties for internal reporting purposes, less support from Altvia team on custom report-making. Logging interactions is still a pain. Plugin in email takes every calendar invite (personal too) and logs as interaction, so there is not a good automatic way to log. **What problems is Altvia solving and how is that benefiting you?** Master log of relationships and deal tracking - single source of truth ### 14. Valued CRM services **Rating:** 3.5/5.0 stars **Reviewed by:** Ashish K. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Altvia?** Alternative Investment Management helps in fitting to your existing services without much changes needed for the customization. User adaptability is also very nice. **What do you dislike about Altvia?** If you are not existing Salesforces user then it will be problemtics for you to underatand Alternative Investment Management as well. But not too much to worry as it is user friendly. **What problems is Altvia solving and how is that benefiting you?** Alternative Investment Management helps you in manageing all your portflios and act as your fund manager in real time. Alternative Investment Management stands out from the crowd of competition based on its experince in CrM field. ### 15. Data at one place **Rating:** 4.5/5.0 stars **Reviewed by:** Sunil C. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2022 **What do you like best about Altvia?** The best part is to having your all required data across all your system. Software as a service it manage your all data requirements and help you to access your data any time , any where **What do you dislike about Altvia?** You need this software in your all required system But overall it works fine **What problems is Altvia solving and how is that benefiting you?** Data is a critical part of your business, frequently your need to get the data at the right place and at the right time. Altvia provides all your data requirements at a single platform without help of your IT ## Altvia Discussions - [Does AIM include portfolio management?](https://www.g2.com/discussions/does-aim-include-portfolio-management) - 1 comment, 1 upvote - [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 - [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 - [View Altvia pricing details and edition comparison](https://www.g2.com/products/altvia/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+02%3A33%3A10+-0500&secure%5Bsession_id%5D=25d4c335-5d5c-43da-b800-618ec11cc262&secure%5Btoken%5D=0791db0195d8afb32b0de095c962e4a9b87689edeb0be228e7462dbc7d390aa0&format=llm_user) ## Altvia Integrations - [Canoe](https://www.g2.com/products/canoe-intelligence-canoe/reviews) - [Dakota Marketplace](https://www.g2.com/products/dakota-marketplace/reviews) - [iLEVEL](https://www.g2.com/products/ilevel/reviews) - [PitchBook](https://www.g2.com/products/pitchbook/reviews) - [Preqin Pro](https://www.g2.com/products/preqin-pro/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews) ## Altvia Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Additional Functionality** - Dashboard - Cloud **Platform Additional Functionality** - Remote Shred - Watermarks **Investment Management** - Investment Portfolio Management - Investment Analytics - Reporting - Cap Table Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Integration** - Data aggregation - Accounting Integration **Platform Content** - Automation - Content Library **Content** - Automation **Platform Basics** - Document Permissions - Mobile - Document Security **Fund Management** - Deal Flow Management - Limited Partner Management - Fund Administration **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Platform Data** - Visualization **Platform Content** - File Sharing **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Venture Capital Management** - Cross-system Integration - Natural Language Interaction - Decision Making **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform Interoperability** - API **Platform Data** - Reporting **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform Performance** - Reporting **Platform Performance** - Bulk Upload - Full Text Search **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Agentic AI - Financial Analytics** - Proactive Assistance **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Generative AI** - AI Text Generation **Agentic AI - Financial Services CRM** - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Altvia Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,580 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews)