Altvia is an engagement platform for private capital firms covering CRM and fundraising.
Altvia provides customer relationship management, deal sourcing, fundraising, and investor relations software for private equity and venture capital firms. The platform centralizes pipeline tracking, LP communications, and portfolio data for general partners and investor relations teams.
Built for alternative asset managers, Altvia unifies deal and investor workflows so firms manage relationships across the investment lifecycle in one system.
Affinity
Affinity CRM for Private Capital
affinity.co
Allvue Systems
Allvue Platform
allvuesystems.com
Dynamo Software
Dynamo CRM
dynamosoftware.com
Intapp
Intapp DealCloud
intapp.com
Juniper Square
Juniper Square Investor CRM
junipersquare.com
| Attribute | Altvia Platform | Affinity CRM for Private Capital | Allvue Platform | Dynamo CRM | Intapp DealCloud | Juniper Square Investor CRM | |
|---|---|---|---|---|---|---|---|
| Provider | | | | | | | |
| Founded | 2006 | 2014 | 2019 | 1998 | 2000 | 2014 | |
| Sells To | Enterprise | Enterprise | — | — | Enterprise | — | |
| Pricing Model | Recurring, Software | Recurring, Software, Transactional | — | — | Recurring, Software | — | |
| Ownership | Private equity-backed, Venture-backed | Venture-backed | — | — | Public | Venture-backed |
Provider
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed
Provider
Founded 2014
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Venture-backed
Provider
Founded 2019
Sells To —
Pricing Model —
Ownership —
Provider
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider
Founded 2000
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Public
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Dynamo Platform is a cloud-based, end-to-end investment management platform built for the alternative investments space.
Fundwave's portfolio management software tracks private investment performance, metrics, and reporting for fund managers.
Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
Altss is an OSINT-powered database of family offices and institutional LPs for alternative-investment capital raisers.
AI-powered platform for aggregating, structuring, and managing alternative investment documents and data.
Affinity CRM is a relationship intelligence platform for private capital deal teams.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
AltData delivers investment analytics, reporting, and risk metrics for alternative asset portfolios.
FundCount Platform is unified accounting and investment software for alternative asset firms.
Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.
Dynamo Platform is a cloud-based, end-to-end investment management platform built for the alternative investments space.
Fundwave's portfolio management software tracks private investment performance, metrics, and reporting for fund managers.