Altvia vs DealCloud

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.

DealCloud is a cloud-based deal and relationship intelligence platform for professional firms. It is preconfigured for private capital, investment banking, legal, and advisory organizations. Private-capital workflows cover fundraising and investor relations, sourcing and screening, diligence, investment committee preparation, and exits. AI features surface warm relationship paths, assess relationship strength, and guide outreach across deals, matters, and engagements. Outlook interactions and meetings can be logged automatically as shared engagement records. Rule-based workflows trigger tasks, approvals, and escalations, while the flexible data model lets firms change entities and relationships without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Add-ins connect DealCloud with Outlook, Excel, Word, and Edge. It can create deal-specific SharePoint sites and Teams workspaces and synchronize membership as deals change. Intapp lists ISO 27001, 27017, 27018, 27701, CSA STAR, SOC 1 Type 2, and SOC 2 Type 2 certifications or reports for its cloud products. The enterprise offering adds dedicated Azure storage, customer-managed key encryption, daily backups, testing environments, and enhanced controls for an additional fee.