Introducing, Altvia’s AIMPro for Deal Teams:
Finds Deals. Close More. Click Less.
Introducing Altvia’s AIMPro for deal teams – a proprietary solution that harnesses the power of Salesforce into a sleek and innovative UX that streamlines deal discovery, management, and closure.
Boost productivity and maximize your tech investment with AIMPro to drive firm-wide, strategic growth. Find out how AIMPro can be your competitive edge in dealmaking.
Experience a solution that not only simplifies essential deal team tasks, but also intelligently conceals unnecessary complexities.
- Stay on one screen to manage your deals with fewer clicks.
- Automate email and event capture.
- Confidently analyze, visualize, and report on deal data.
Learn more about AIMPro for deal teams here: altvia.com/aimpro
AIM Updates
Managing multiple LPs for One Fundraising Record is Hard.
Convert a Single Fundraising Record into Multiple Investor Records.
We’ve added a new “+Investors” button to the Fundraising object in AIM. This button launches a workflow that allows you to convert a single Fundraising record into multiple Investor records seamlessly.
This feature is particularly useful for groups working with RIAs. Typically, a fundraising process is tracked with one record, but RIAs often bring multiple LPs into a fund, and these LPs need to be linked back to the original RIA fundraising record.
With this new workflow, you can:
- Enter information for multiple Investor records.
- Add these Investor records into a queue during the process.
- Review all the added Investors.
- Complete the process, which will then create the corresponding Investor records.
This streamlined approach simplifies the management of multiple LPs within a single fundraising effort.
Curious to learn more about how this new feature can elevate your workflow? Please contact your Customer Success Manager.
Never Lose Track of Add-On Commitments Again.
Effortlessly Track Investor Commitments within AIM.
We’re excited to introduce a new Transaction object to AIM. Linked to the Investor object, this enhancement allows you to track multiple transactions for each investor record. This improvement will help you achieve:
- Accurate Records: Maintain precise, up-to-date investment records to minimize errors.
- Investor Satisfaction: Enhance transparency and improve reporting to foster stronger investor relationships.
- Operational Efficiency: Reduce back-tracking and minimize the need for manual corrections.
To learn more, contact your Customer Success Manager.
