Altvia
Altvia Solutions, LLC is a Broomfield, Colorado-based SaaS provider of a purpose-built, Salesforce-native fund management platform—CRM, VDR/LP Portal, Analytics, and AI—serving hundreds of private equity, venture capital, placement agent, and alternative asset firms globally.
- Company typePrivate
- Founded2006
- HeadquartersBroomfield, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Altvia does
Altvia Solutions, LLC is a Broomfield, Colorado-based private SaaS provider, founded in 2006, that delivers a purpose-built fund management platform for private capital firms. The platform is organized around four integrated modules — CRM, Virtual Data Room / LP Portal, Analytics, and AIMe (an AI layer) — and is built natively on Salesforce infrastructure. It serves seven primary verticals: private equity, venture capital, placement agents, fund of funds, real estate funds, hedge funds, and family offices, with workflows spanning capital raising, investor relations operations, and deal/investment management across the full fund lifecycle.
The company monetizes through direct enterprise sales of an integrated annual subscription suite, with quote-based pricing and no public price list. Distribution is exclusively direct (a "Get a Demo" funnel on the website) with no channel resale or self-service purchase. The product is augmented by an ecosystem of core technology and data partners — Canoe Intelligence for LP document data extraction, Dakota for institutional investor intelligence, Passthrough for AI-based subscription document processing, VIRIDIS Fund Solutions as a preferred fund administration partner, and Nintex for workflow automation — and integrates with 4,000+ third-party tools. Altvia reports 120,000+ portal users engaged worldwide, 98% of clients ranking the platform as their #1 firm software, and 200+ hours saved per employee annually. The company maintains SOC2 Type 2, GDPR, CCPA, and EU-U.S./Swiss-U.S./UK Data Privacy Framework compliance, and serves customers on five continents.
Altvia operates a content- and event-driven GTM motion anchored on its annual "Thrive" user conference, vertical-specific playbooks (e.g., "Raise Every Day"), and a broad thought-leadership publishing cadence. Notable enterprise customers include NEA, IVP, Pritzker Private Capital, Cendana Capital, Pathstone, Brighton Park Capital, Spire Capital, Monument Group, Commonfund, Paladin Capital Group, Plexus Capital, ClearVision Equity, Ridgewood Energy, and Growth Catalyst Partners. Leadership is led by CEO Ryan Keough, with recent additions of a Chief Product Officer, Chief Strategy Officer, and Chief Revenue Officer, suggesting a deliberate scaling posture. The company is privately held with no disclosed outside institutional investment, and revenue figures are not publicly disclosed.
Altvia firmographics
Firmographics- Name
- Altvia
- Legal name
- Altvia Solutions, LLC
- Website
- https://altvia.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Altvia Solutions, LLC is a Broomfield, Colorado-based SaaS provider of a purpose-built, Salesforce-native fund management platform—CRM, VDR/LP Portal, Analytics, and AI—serving hundreds of private equity, venture capital, placement agent, and alternative asset firms globally.
- Ownership category
- akta.pro rank
Altvia industry classification
Industry- Product category
- Private Capital Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Information (51)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where Altvia is headquartered
LocationHeadquarters
- HQ city
- Broomfield
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Altvia business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription Platform: Altvia operates as a cloud-based SaaS platform providing fund management software on a subscription basis. The platform is sold as an integrated suite (CRM, VDR/Portal, Analytics, AI capabilities) to private capital firms. Pricing appears quote-based with enterprise contracts, typically billed annually. The company offers a full fund lifecycle platform with modules for capital raising, IR operations, and investing workflows.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Platform (Full Suite) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Altvia product offering
Product offeringCore offering
Altvia provides a unified SaaS platform purpose-built for private capital firms, combining CRM, Virtual Data Room/LP Portal, Analytics, and AI capabilities (AIMe) on top of Salesforce. The platform manages the full fund lifecycle spanning capital raising, investor relations operations, and deal/investment workflows for private equity, venture capital, family offices, placement agents, fund of funds, real estate funds, and hedge funds. It is sold as an integrated enterprise suite on a subscription basis.
Product overview
Altvia is a unified private capital technology platform with a modular architecture combining CRM, Virtual Data Room/LP Portal, Analytics, and AIMe (AI capabilities) as core components. The platform supports specialized workflows for Capital Raising, IR Operations, and Investing as integrated modules within the same system. Built on Salesforce and designed specifically for private equity, venture capital, and alternative asset firms, the platform spans the full fund lifecycle from fundraising through deal management and investor engagement.
Differentiator
Problem solved
Functional benefit
Brands
- AIMe: AI-powered feature within the Altvia platform for private capital teams
- ShareSecurely
Products and services
- Altvia CRM Purpose-built customer relationship management for private equity, venture capital, and alternative asset firms. Provides LP outreach tracking, touchpoint management, data centralization, and relationship intelligence across fund lifecycles.
- VDR and LP Portal
Quantifiable outcome
- 200+ hours saved per employee annually on internal workflows and admin tasks
- +3 more outcomes
Companies that use Altvia
Customer profileNamed customers16 records
Segments7 records
Ideal customer profiles3 records
Altvia technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability5 records
Feature5 records
Altvia partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and preferred.
- Canoe IntelligencecoreCanoe Intelligence automates data extraction from LP documents. Through its Altvia integration, private-capital allocators can automatically sync subscription, capital call, and performance data into their CRM, removing manual entry and improving reporting accuracy.
- DakotacoreDakota provides the most complete database of qualified institutional, intermediary, and RIA investors. Integrated with Altvia, investor intelligence connects directly to CRM workflows, eliminating friction and accelerating fundraising execution.
- PassthroughcorePassthrough automates subscription document processing and investor onboarding using AI. Through its integration with Altvia, subscription data flows directly into the CRM, streamlining fundraising operations from document intake through investor activation.
- VIRIDIS Fund SolutionspreferredVIRIDIS Fund Solutions is a boutique fund administration firm providing customized middle and back office services to PE and VC firms. Founded by former CFOs of private funds, VIRIDIS is Altvia's preferred fund solution partner.
- SalesforcecoreSalesforce is listed as a technology partner. Altvia's platform is built on Salesforce and integrates with the broader Salesforce ecosystem. The company offers solution briefs on 'Four Benefits of Salesforce for Private Equity' and 'Customizing Salesforce for Fund Managers'.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
Altvia competitors and assessment
Company assessmentOthers
- PitchBook: PitchBook provides private market data and intelligence used by PE/VC deal teams; it is adjacent rather than directly competitive, but its data assets overlap with Altvia's analytics and LP intelligence workflows.
- Preqin: Preqin is a data, research, and analytics provider for the alternatives industry serving allocators and GPs; an ecosystem participant whose LP intelligence capabilities overlap with Altvia's analytics and Dakota integration.
- Canoe Intelligence: Canoe Intelligence is an Altvia integration partner that automates LP document data extraction, occupying an adjacent workflow niche in private capital operations rather than directly competing with Altvia's CRM.
- Tegus (by AlphaSense): Tegus provides expert-call research and diligence data heavily used by PE deal teams; a peripheral overlap with Altvia's investing workflow module rather than a direct CRM competitor.
Direct peers
- Juniper Square: Juniper Square provides investor reporting, CRM, and fund administration software primarily for real estate and PE/VC GPs, overlapping closely with Altvia's LP Portal, IR Ops, and capital raising workflows.
- Affinity: Affinity is a relationship intelligence and CRM platform widely adopted by VC and PE firms for managing LP and deal relationships, directly comparable to Altvia's CRM workflow for private capital.
- Dynamo Software: Dynamo Software provides CRM, deal management, investor relations, and fundraising tools for alternative investment firms, competing head-to-head with Altvia across the same PE/VC/fohf workflows.
- DealCloud (Intapp): DealCloud is a CRM and deal management platform purpose-built for private capital firms, directly competing with Altvia's CRM and investing workflow modules for the same PE/VC customer base.
- Visible.vc: Visible.vc offers investor updates, fund management, and CRM functionality purpose-built for venture capital firms, overlapping with Altvia's VC segment and IR Operations module.
Broad incumbents
- Salesforce (Financial Services Cloud): Salesforce is the underlying platform on which Altvia is built and competes indirectly via Financial Services Cloud and AppExchange solutions that serve asset and wealth managers, including adjacent PE/VC use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Altvia social profiles
Digital presenceAltvia compliance and trust
Trust signalCompliance4 records
Altvia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Altvia leadership team
Management profileNumber of profiles
Profiles10 records
Altvia funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Altvia M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Altvia
What does Altvia do?
Altvia provides a unified SaaS platform purpose-built for private capital firms, combining CRM, Virtual Data Room/LP Portal, Analytics, and AI capabilities (AIMe) on top of Salesforce. The platform manages the full fund lifecycle spanning capital raising, investor relations operations, and deal/investment workflows for private equity, venture capital, family offices, placement agents, fund of funds, real estate funds, and hedge funds. It is sold as an integrated enterprise suite on a subscription basis.
Is Altvia a public or private company?
Altvia is a private company. It is classified as management employee owned and is currently operating.
When was Altvia founded?
Altvia was founded in 2006. It employs 51 to 100 people.
Where is Altvia based?
Altvia is headquartered in Broomfield, United States, in the North America region.
How does Altvia make money?
One revenue line is on record: saaS Subscription Platform.
Who are Altvia's main competitors?
Others on record are PitchBook, Preqin, Canoe Intelligence and Tegus (by AlphaSense). Direct peers are Juniper Square, Affinity, Dynamo Software, DealCloud (Intapp) and Visible.vc. Salesforce (Financial Services Cloud) is listed as a broad incumbent.
Does Altvia have an API?
Yes. Altvia announced MCP (Model Context Protocol) support in its Integration Platform, enabling general partner teams to access private markets data—including fundraising, investor relations, and deal sourcing information—directly within AI tools they already use. The support is native across major AI platforms including Claude, ChatGPT, Microsoft Copilot, and Gemini. MCP enables AI tools to connect to and retrieve data from Altvia's platform in real-time.
What industry is Altvia in?
Altvia's product category is Private Capital Management Software. Its primary akta.pro industry code is FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 7372.