October 2025 Release Notes
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. […]
[User Guide] VDR/Portal Folder Management
The VDR/Portal folder system allows you to efficiently organize documents within workspaces. This guide covers everything you need to know about creating, managing, and optimizing your folder structure. Download the User Guide
[User Guide] Multi-Entity Batch
Altvia’s Document Generation & Distribution tool enables you to effectively communicate with Investor Contacts by generating and delivering documents via email and the VDR/Portal for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] Follow-Up Emails
Now, the Document Generation & Distribution tool offers the ability to send follow-up emails directly from the delivery report of a given delivered batch. This functionality provides GPs with a streamlined communication workflow to investors. GPs will have access to relevant contacts and email addresses for any given investor as well as access to the […]
[User Guide] PPM
Altvia’s Document Generation & Distribution tool enables your communication with Investor Contacts by generating and delivering documents via email and the VDR/Portal for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] Match By Filename
There are three batch-wide document types that Investor Correspondence allows you to send: static documents, split documents, and template documents. Within the split documents batch type there are two options for distributing documents. Download the User Guide
[User Guide] Doc Gen & Distribution: Investor Correspondence
Altvia’s Document Generation & Distribution tool enables you to effectively communicate with Investor Contacts by generating and delivering documents via email and the VDR/Portal for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] VDR/Portal LP Experience
The Investor/LP Experience update introduces new designs and features, oering users the ability to voluntarily enable or disable the new design via the New Experience toggle in the navigation bar. This allows users to personally explore and evaluate the functionality of the update before it becomes the default view. Previewing the new interface is as […]
[User Guide] VDR/Portal Command Center
This guide provides step-by-step instructions on how to properly leverage the Management Component within the VDR/Portal Command Center. The VDR/Portal Command Center lives within Altvia’s CRM and enables efficient user management actions between the CRM and VDR/Portal. The Command Center serves as a comprehensive tool designed to streamline user operations between CRM contacts and their […]
[User Guide] VDR/Portal Admin Guide
The VDR/Portal is a Virtual Data Room/LP Portal solution that integrates with Salesforce/CRM. It includes custom branding, activity feeds, and allows for User and Group management. Documents can be uploaded via integration with the optional Investor Correspondence module or directly via drag & drop bulk uploads. Download the User Guide
