Carta vs Altvia Comparison: Everything You Need to Know Before Choosing

Altvia is a technology provider for private capital firms, offering CRM, investor portal and data solutions that help general partners deliver a strong experience to their limited partners. Private equity and venture capital firms manage relationships with investors, portfolio companies and deal sources, while producing capital call notices, distribution notices and quarterly reports, often using a combination of spreadsheets, email and generic tools. As LP expectations for transparency and timely information rise, and as firms raise more funds, these fragmented processes become difficult to scale. Altvia addresses this with products built specifically for private capital, including AIM, its CRM built on the Salesforce platform, and Investor Portal for secure document sharing. Its approach focuses on centralising relationship and fund data, automating investor communications and enabling insights that support fundraising and investor relations. The products are designed to scale with a firm as it raises additional funds and expands its investor base. AIM supports fundraising pipeline management, investor and contact records, deal flow tracking, portfolio company monitoring and relationship intelligence, with reporting that gives partners visibility into fundraising progress and deal activity. Investor Portal provides a branded, secure environment for distributing capital call notices, financial statements, K-1 tax documents and other materials, with permissions, activity tracking and bulk publishing features. Data and analytics offerings help firms consolidate information from administrators, accounting systems and portfolio companies to support dashboards and business intelligence. Integrations with Outlook, Gmail, document management platforms and fund administration systems reduce manual data entry, and implementation services tailor configurations to each firm's processes. The solutions are cloud-based. Target customers include private equity firms, venture capital firms, fund of funds, real estate investment managers, private credit managers and fund administrators, ranging from emerging managers to established firms. Pricing starts from around USD 1,800; there is no free trial and no permanently free version.