[User Guide] Getting Started: General IR
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 […]
[User Guide] Getting Started: Partner / COO / CFO
The Partner / COO / CFO user guide introduces the key tools within Altvia’s Investor Engagement Manager (IEM) to provide visibility into fundraising performance and investor relationships. The purpose of IEM is to give leadership a clear, up-to-date view of fundraising progress, relationship health, and areas that may need attention without requiring manual reporting or […]
[User Guide] Getting Started: IR Associate
The IR Associate user guide introduces the key tools within Altvia’s Investor Engagement Manager (IEM) to support day-to-day fundraising operations and investor relationship management. The purpose of IEM is to streamline fundraising workflows, maintain accurate pipeline information, and keep important activities organized and moving forward. This includes tracking fundraising opportunities and commitments through the Fundraise […]
[User Guide] Getting Started: Fundraising / Sales Lead
The Fundraising / Sales Lead user guide introduces the key tools within Altvia’s Investor Engagement Manager (IEM) to help prepare for LP conversations and manage investor relationships. The purpose of IEM is to provide a clear view of fundraising progress and individual investor activity so users can understand where relationships stand and identify areas that […]
How to Access and Set Up Investor Engagement Manager
Before you can start using Investor Engagement Manager (IEM), you’ll need to accept your Altvia Launchpad invitation and complete a one-time connection between your CRM and IEM. Once that’s done, you’re all set. Steps: Was this helpful? Submit Cancel Thanks for your feedback!
How to Use the Communications Drafter in Investor Engagement Manager
When a follow-up is overdue after a call or an alert flags that an LP needs a response, the Communications Drafter gives you a first draft grounded in that relationship’s real history instead of a blank page or a generic template. You still review and send the message yourself; nothing sends automatically. Steps Was this […]
How to Create a Report Generated Alert in Investor Engagement Manager
Alerts can turn a report you already check manually into something that watches itself, so you catch a stalled fundraising opportunity or a quiet LP before it becomes a surprise. Every alert is based on a report you already have access to, and it’s created and managed from the Alert Center. Steps From the Alert […]
How to Track Your Fundraising Pipeline in Investor Engagement Manager
The Fundraising Pipeline gives you a live, filterable view of every investor in your active fundraise, pulled directly from your CRM. Instead of rebuilding your pipeline in a spreadsheet before every meeting or quarter close, you can open Investor Engagement Manager (IEM) and see the current state of the fundraise, including a rolled-up Re-Up Conversion […]
How to Use LP360 in Investor Engagement Manager
LP360 brings everything about an LP onto one page: commitments, contacts, notes, fundraising history, and recent activity, so you’re not piecing it together from multiple views. LP360 reflects what’s already in your CRM, so any updates you make elsewhere in IEM sync back automatically and keep the page current. Steps If an LP has no […]
How to Manage Alerts in Investor Engagement Manager
Alerts you’re subscribed to show up in two places: the Alert Center, where you browse and subscribe or unsubscribe, and the Alerts panel on My Day, where fired alerts actually land for you to act on. Most alerts check your data once a day overnight. Fundraising Stage Change is the exception, it fires immediately when […]