Smarter Workflows, Stronger Investor Engagement
At Altvia, every release is designed with one goal in mind: to help you raise and deploy capital with precision while strengthening investor relationships. Our updates over the last few months make everyday workflows faster, smarter, and more reliable — so your team can focus on what matters most.
CRM: Capture Every Touchpoint, Manage with Confidence
Smarter Log Interaction Search
When logging an interaction, you can now search across your entire CRM to add the right references — even if they aren’t directly tied to the record you started from. This ensures every email, call, or meeting is fully captured, giving your team a more complete view of engagement..
Introducing the Investor Contact Manager
Managing investor relationships just got easier. The new Investor Contact Manager — inspired by client feedback — gives you a centralized way to view and manage contacts and preferences.
- Available as its own CRM tab or embedded directly on Account, Contact, Entity, and Investor pages.
- Automatically filters and displays relevant investor contacts, so you see exactly who matters for each record, and their communication preferences.
Bulk Updates in Minutes
The new Bulk Actions button allows you to update correspondence settings for multiple investor contacts at once — whether it’s email delivery, VDR/portal notifications, or both — reducing hours of manual changes.
Mailings: Ensure Accuracy Every Time
Refresh Recipient Data
The Refresh Recipient Data button ensures the most recent email, merge field, and contact record are incorporated in your mailings with a click of a button, not a full list rebuild.
VDR/Portal: Simplify Access, Unlock Insights
Faster Group Folder Permissions
Admins can now grant folder access to groups in bulk using a simple CSV import. Look for the “Grant Folder Access to Groups (CSV Import)” within the workspace menu and follow the instructions. It’s a major time-saver when managing access across multiple LPs or teams.
Analytics as Your Default Home
For firms who rely on analytics dashboards daily, the portal can now default to the Analytics tab upon login. Skip the extra clicks and get straight to insights.
Cleaner, More Reliable Access
We’ve closed the loop on outdated links that could lead to unsupported pages. Any attempt to access old (v1) dashboards now redirects seamlessly to the latest version — ensuring everyone sees the same, accurate data.
