G2

Alexandra L.

Team Manager, Operations & Administration

Small-Business (50 or fewer emp.)

1/7/2025

"Superb Product with a Superb Team!"

5/5

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 visualizations that Altvia provides.<br><br>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 extremely helpful, attentive and strategic problem solvers whenever any issue comes up. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.<br><br>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. Review collected by and hosted on G2.com.