Altvia

What’s the one principle that can make or break your success in capital fundraising? Consistency. In the latest podcast episode of Preferred Return, Gui Costin, Founder & CEO of dakota highlights the power of consistency. From maintaining a disciplined sales process to cultivating a culture built on transparency and collaboration, Gui shares how Dakota thrives even in tough markets. Gui’s advice? Every day is a great day to sell. Success comes from focusing on what you can control, staying visible to investors, and leveraging data to drive better decision-making. https://hubs.la/Q02VRVGc0 Spotify link in comments: There’s an episode full of insights waiting for you! #altvia #preferredreturn #podcast #dakota

Fundraising is hard, but not impossible! 💪💪💪 That’s why we created our latest eBook: "Elevating Private Capital Fundraising." With over 14,500 funds seeking capital this year, standing out requires more than just performance—it takes creativity, operational efficiency, and strategic storytelling. This eBook dives into the evolving investor landscape, fundraising challenges, and best practices that will help you navigate this competitive market with confidence. Whether it's building stronger LP relationships or differentiating your strategy, this eBook has everything you need to stay ahead. Ready to unlock new opportunities in a shifting market? Download the eBook today and take the next step toward fundraising success ➡️ https://hubs.la/Q02VLMJ90 #altvia #fundraising #investorrelations #privateequity #ebook #capitalraising

To quote Elle Woods, “We did it!” 🏆 We’re still on cloud 9 with the recent news of Altvia being recognized as the Fundraising Solution of the Year by the Private Equity Wire US Awards 2024! 🎉 In a market full of shifting dynamics and rising expectations, staying on top of relationships while hitting capital-raising goals is no small feat. That’s why this award feels especially meaningful—it’s a testament to our commitment to supporting clients even when the going gets tough. At Altvia, we thrive on helping firms tackle challenges head-on and turn obstacles into opportunities. We’re honored to be part of their success. Thank you to all who voted and congratulations to all the other winners and finalists! Read the full story behind this achievement here ➡️ https://hubs.ly/Q02VzcKv0 #altvia #awards #uspewire #fundraising #privateequity #innovation #investorrelations

Last week was one to remember at Altvia! 🚀 ✨ We kicked things off with the exciting launch of AIMPro for Fundraising, enjoyed a delicious Crockpot Wednesday soup bar courtesy of our implementation team, and welcomed remote teammates flying in for our State of the Company (SOTC) meeting on Friday. To top it all off, we wrapped up the week with some friendly competition on the golf course! 🏌️♀️⛳ At Altvia, we thrive in the balance between hard work and good times. Our culture is driven by innovation, teamwork, and a drive to push the boundaries of what’s possible. It’s always special when our team comes together—whether it’s rolling out exciting new solutions, diving deep into strategy, or just enjoying each other’s company. 👏 Here’s to more great launches, lunches, and long drives (on the golf course and beyond)! #altvia #culture #teamwork #innovation #growth #coloradotech

The private equity industry is in a period of recalibration, and the message is clear: the old fundraising playbook just won’t cut it anymore. 📉➡️📈 At this year's PEI IR & Fundraising Forum in San Diego, industry leaders shared insights on how firms must evolve to meet the changing demands of today’s investors. From diversifying investor bases to emphasizing transparency and adopting technology, it’s time for fund managers to realign their fundraising strategies for 2025 and beyond. 📊 Read our full event recap with insights from our team who attended the event, here 👉 https://hubs.la/Q02TrT_Y0 #altvia #IRF24 #fundraising #investorrelations #privateequity

Told you we’d be back sooner rather than later with another exciting milestone! 🚀 We’re thrilled to introduce AIMPro for Fundraising - a proprietary solution that simplifies Salesforce CRM complexities to accelerate your capital-raising efforts. Say goodbye to the frustrations of navigating cumbersome workflows and hello to a streamlined fundraising process! With AIMPro for Fundraising, you can: ➡️ Track investor interactions seamlessly with automated workflows that capture every touchpoint in the CRM. ➡️ Monitor your fundraising pipeline without clicking around for answers. ➡️ Drive tech adoption with an intuitive interface tailored for fundraising workflows. AIMPro for Fundraising empowers you to engage investors faster, raise capital more efficiently, and scale your operations with ease. Ready to transform your fundraising strategy? Learn how: https://hubs.la/Q02TrHMx0 #altvia #fundraising #salesforce #CRM #ai #ui #investorrelations #privateequity #venturecapital

As we approach the final months of 2024, McKinsey & Company highlights ten key considerations shaping the private markets landscape. From evolving dealmaking strategies to enhanced value creation, one thing is clear: adaptability is essential for success. A standout statistic reveals that "In the first half of 2024, PE companies raised $366 billion—10 percent more than the capital raised in the first half of 2023." https://hubs.la/Q02T3Wfc0 Despite a challenging fundraising environment, many firms are still achieving success in capital raising due to their adaptability in strategy and storytelling. Don’t let an outdated technology infrastructure slow your firm’s agility. Discover how Altvia can elevate your fundraising strategy and deliver the transparency LPs expect ➡️ https://hubs.la/Q02T3X5v0 #altvia #fundraising #GPs #LPs #privateequity #transparency #investorrelations

🏆 2024 US PE Wire Award Winner - Best Fundraising Solution! 🏆 We are honored to share that Altvia was awarded Best Fundraising Solution at the 2024 US Private Equity Wire Award Ceremony in NYC last night! 🎉 Area Vice Presidents, Jack Roth and Nicole Pernice, were in attendance to proudly accept the award. A big thank you to the judges, our clients, and our larger than life team who made this achievement possible. This industry recognition is a testament to our commitment to delivering innovative fundraising solutions that drive success in the private capital markets. Special congratulations to all the other winners as well! Stay tuned for more milestones ahead…maybe sooner than later! 👀🚀 #altvia #fundraising #awards #investorrelations #privateequity

Investor expectations are higher than ever—and meeting them can be a challenge. But we have something that can give you an edge. 👀 For most teams, even with tools in place, they still find themselves chasing down files, scrambling to put updates together, and fielding a constant stream of emails. With Altvia's LP portal & VDR, ShareSecure, those worries disappear. You can rely on a robust solution that lets you securely share sensitive documents both pre-and post-commitment, proactively engage with investors on fund updates, and monitor investor activity and satisfaction—all in one place. Curious how ShareSecure can transform your investor and fundraising strategy? Discover more: https://hubs.ly/Q02RSts60 #altvia #investorrelations #fundraising #alternatives #investorportal #VDR

We’re thrilled to be part of the Marlin Equity Partners Revenue Leaders Conference! Drew Coy, MBA, Business Development Manager, will be representing Altvia and is eager to connect with fellow portcos and industry leaders during the valuable networking and knowledge-sharing sessions. We’re excited to gain fresh insights that will fuel our focus on innovation and operational efficiency. See you all in Austin! 🎉