Altvia AIM Overview

Altvia-AIM is a premier private equity CRM that consolidates data into a single source of truth. It scales seamlessly with your firm's growth.

Here's the scoop on Altvia AIM! We've gathered over 49 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Altvia AIM is right for your needs? Our Cuspera AI engine can evaluate how Altvia AIM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Altvia AIM supports business activities such as:

  • Creating Knowledge Base
  • Lead Tracking
  • Deal Management

It can help manage these activities if you use Website for these needs.

Altvia AIM Reviews

34 buyers and buying teams have used Cuspera to assess how well Altvia AIM solved their business needs. Cuspera uses 49 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Use Cases

Peers recommend Creating Knowledge Base , Lead Tracking , Deal Management , as the business use cases that they have been most satisfied while using Altvia AIM.

See all use cases

Case Studies

COMPANY CASE STUDIES
Altvia AIM case study

RCP Advisors
CASE STUDY RCP Advisors

AIM by Altvia helped RCP Advisors improve their reporting. RCP needed better ways to summarize and present portfolio data for their investment committee. Altvia reconfigured RCP’s AIM database and created custom reports. This made reporting faster, more accurate, and more insightful. RCP can now ma...ke better decisions with real-time, detailed data.

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Altvia AIM case study

Plexus Capital
CASE STUDY Plexus Capital

AIM by Altvia helped Plexus Capital save time and improve efficiency. Plexus used to spend up to 10 hours on Monday reports, but now it takes only 15 minutes. AIM made it easier to manage deal flow, due diligence, and fund management. The team can now report on performance in real time. Plexus did ...not need to hire two extra people because of AIM. The solution helped them scale and stay focused on their core business.

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Altvia AIM case study

ClearVision Equity
CASE STUDY ClearVision Equity

Altvia AIM helped ClearVision Equity fix workflow problems. Before, they used 8 different tools that often broke when updated. This caused lost time and stress. With Altvia, they got a single place for all investor data. The team could send emails and manage documents easily. The solution saved tim...e and made work much smoother.

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Based on peer insights

Cuspera recommends Altvia AIM for

Use Cases Creating Knowledge Base , Lead Tracking , Deal Management
Medium Website

IT and Other Capabilities

for Altvia AIM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.49/5 ★

Read Reviews (5)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.49/5 ★

Read Reviews (5)
Data Export

3.49/5 ★

Read Reviews (5)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

2.93/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.74/5 ★

Read Reviews (11)
Analytics

3.56/5 ★

Read Reviews (4)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.74/5 ★

Read Reviews (11)
Analytics

3.56/5 ★

Read Reviews (4)

Software Failure Risk Guidance

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for Altvia AIM

Top Failure Risks for Altvia AIM

Vendor Profile Details

Company Name

Altvia Solutions, LLC

Company Website

https://altvia.com/

HQ Location

Employees

11-50

Financials

SEED