Altvia vs Relate Fundraising CRM

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.

Relate Fundraising CRM helps founders organize investor relationships and fundraising activity. It brings investor deals and conversations together, with tools to build lists, comment, tag, and share context with teammates. Relate syncs investor email both ways and lets users send messages from the product. Email connections support Google, Outlook, or IMAP/SMTP, including self-hosted email services. Slack notifications can report CRM updates, and Relate Cal can schedule investor meetings, including Zoom calls. The product can also support sales, customer success, partnerships, and other processes. It is available in a browser and as desktop software for macOS and Windows; mobile access uses a progressive web app in iOS and Android browsers that can be added to a device home screen. Free plans include 30 days of email and note history, while Business includes full history. The pricing note lists paid access from $15/mo and a 7-day trial; Team Business is $60 a month, billed per user.