The General IR user guide introduces the key tools within Altvia’s Investor Engagement Manager (IEM) to support a range of investor relations and fundraising responsibilities. The purpose of IEM is to provide a centralized view of fundraising activity, investor relationships, and outstanding tasks so users can stay informed and prioritize their work. This includes monitoring fundraising progress through the Fundraise Dashboard, reviewing investor information and relationship health through LP360, managing daily activities through My Day, and tracking important updates through Alerts. The guide also covers tools for drafting investor communications and managing alert settings, helping users stay organized, respond to changing priorities, and maintain visibility into fundraising activity across the organization.

Was this helpful?

Thanks for your feedback!