Altvia vs Clienteer

Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms. It brings fundraising, investor relations, and deal activity together, centralizing LP, deal, and document data and capturing interactions for relationship follow-up. The CRM can automatically log interactions, call notes, and emails. Deal workflows cover sourcing, diligence, investment committee approvals, and coordination across strategies and geographies. A branded investor portal gives LPs access to documents, fund updates, and communications, with controls including two-factor authentication, permissions, versioning, approval workflows, and expiration dates. Live dashboards provide filters and performance views and can be embedded in the CRM and LP portal. AIMe, Altvia’s AI assistant, can surface insights, automate tasks, and help with data entry through natural language or voice. Altvia lists Android, iOS, and web access, and says it supports more than 4,000 third-party integrations. Pricing is on request; prospective customers can request a demo.

Clienteer is a configurable CRM for hedge funds, private equity firms and other asset managers. It brings investor and prospect communications together with account records, fundraising activity and transaction workflows. Its fundraising interface tracks capital raising and supports forecasts by date, opportunity stage or other factors. Teams can target campaigns, roadshows and events by investor characteristics such as location or investment preferences, and track email interactions and document downloads. Clienteer consolidates monthly investor reporting packages for distribution with watermarks and password protection. Workflows cover subscriptions, redemptions, capital calls and transfers; compliance records can include ERISA levels, Form PF, FATCA categories, New Issue Eligibility, KYC and AIFMD. Outlook, Exchange and Gmail integrations support filing email into the CRM. Audit reports and defined user roles support activity review and access restrictions. Deployment options include Imagineer's cloud, a client or third party cloud, and on-premise hosting. The maker describes desktop, web and mobile access, plus direct API and open database access. Pricing is on request.