Altvia

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.

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

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

• Private capital software
• Investor relations platform
• Fund management CRM
• LP portal solutions
• Fundraising workflow tools

Headquarters

HQ city

Broomfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core 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

Named customers16 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability5 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and preferred.

• Canoe IntelligencecoreTechnology or IntegrationCanoe 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.
• DakotacoreTechnology or IntegrationDakota 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.
• PassthroughcoreTechnology or IntegrationPassthrough 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 SolutionspreferredStrategic or Co-development PartnerVIRIDIS 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.
• SalesforcecoreTechnology or IntegrationSalesforce 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

Others

• 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

• YouTubeyoutube.com/channel/UCQts-mjX_WP_vFXi_E76-ag
• LinkedInlinkedin.com/company/application-experts-llc
• Xx.com/altvia

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altvia