Altvia vs FamilyOffice.com Deal Pipeline CRM
Altvia
altvia.comFamilyOffice.com Deal Pipeline CRM
familyofficer.comSide by side
| Figure | Altvia | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 0 | 0 |
| Spec score · Investor Relationship Management Software | 7.8 (#8) | 7.1 (#23) |
| Audience | The platform is built for private equity, venture capital, and alternative asset management firms. | FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams. |
| Integrations | Altvia says it supports more than 4,000 third-party integrations; featured partners include Canoe Intelligence, Dakota, and Passthrough. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Product | Altvia describes itself as a GP Engagement Platform connecting fundraising, investor relations, and deal activity. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee. |
| Purpose | Altvia describes itself as a GP Engagement Platform for private capital firms, covering fundraising, investor relations, and deal sourcing. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking family-office private-market opportunities from first contact through investment committee. |
| Security | Altvia says its security measures include encryption, access controls, and continuous monitoring, and that its practices align with SOC 2 principles. | The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options; it explicitly makes no third-party certification claims on its security page. |
In their own words
Altvia
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.
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.