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 frequent CRM involvement. This includes reviewing fundraising targets, commitments, and pipeline through the Fundraise Dashboard, assessing investor relationship health through LP360, and monitoring changes or potential risks through Alerts. Together, these tools help leadership make informed decisions, identify areas requiring attention, and maintain oversight of fundraising activity across the organization.
