# Altvia Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Altvia Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/128748/AIM --- # Altvia Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Altvia ## What is Altvia? Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. ## What is Altvia used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1800 Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Altvia?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://altvia.com&name=Altvia) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Altvia 4.8 (11) VS. [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting Price $1800 Per Year Starting Price $3000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (11) Ease Of Use 4.2 (85) Value For Money 4.8 (8) Value For Money 4.0 (65) Customer Service 5.0 (9) Customer Service 4.4 (80) ## Altvia alternatives [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [SeedLegals](https://www.capterra.com/p/172337/SeedLegals/) [4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172337/SeedLegals/) [WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [4.8 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) [View all alternatives](https://www.capterra.com/p/128748/AIM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Altvia 52 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Synchronize with other calendars to view mutual availability and schedules Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Form predictions based on past and present data/trends Manage allocation and performance of financial assets Track interaction history by documenting conversations for contacts Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets Monitor capital allocation and asset prices over time Compile and report on all investor activities Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Analyze and gain insights into data in real-time Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Track and manage the scheduling of tasks Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (11) 4.7 Based on 11 reviews ## Pricing Value for money 4.8 (8) Basic $1,800 Per Year Value for money 4.8 (8) 4.8 Based on 8 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (9) 5.0 Based on 9 reviews ## User reviews Overall rating 4.8 Based on 11 reviews Filter by rating 5(9) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CC Cindy C. Administration Investment Management ### "Very Happy with AIM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 11, 2022 Overall, we are very happy with the client management and fundraising tools. The staff at Altvia have been terrific to work. We are still learning, and they are always quick to respond when we have issues, and help us to find solutions. Pros AIM allows us to easily distribute information and reports to clients. Cons Generating reports is not as intuitive as I wish it could be. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CO Charlie O. Senior Associate Venture Capital & Private Equity ### "Single Source of Truth" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2022 Pros Awesome product - implemented Altvia to connect two disparate systems between investment & fundraising capabilities. Support is top-notch. Will scale with us as a firm. Cons There are various Salesforce limitations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nicholas W. Operations Manager Financial Services ### "Altvia AIM review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 6, 2022 Pros AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. Cons This software is built on Salesforce platform. Anyone who has issues with salesforce functionality may run into similar issues with AIM i.e. certain quirks with salesforce reports are present in AIM reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RO Reika O. Junior Associate Venture Capital & Private Equity ### "Useful tools" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2021 Pros I really like Kanban view because it's easy to capture the difference of status for each record. Also, I like report function. We can understand overall image easily. Cons If we could modify/customize our views, formats and fields more easily from our end, that would be more efficient. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 5, 2021 Reika, thank you for your review! We appreciate your product feedback. Best to you and your team for continued success. Thanks again! MK Mary K. Analyst Financial Services ### "Great CRM for Private Markets" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 25, 2021 Pros Altvia is well-structured and customizable for a private market investor. The Salesforce basis of the product is very helpful because of the additional accessible resources. The Altvia team is exceptionally attentive, responsive, and thoughtful, and they have meaningful institutional knowledge due to their experience with such a broad variety of private market investors. They have a solution or work-around for just about anything we propose. Cons It is not a small task to get a CRM off the ground and get a full team to use it so that the reporting is valuable, regardless of the platform used. The Altvia team was very helpful in achieving this, though. Also, due to the Salesforce basis of the product, there are a few limitations to what can be customized (similar to Salesforce). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 28, 2021 Mary, thank you for your review. We're so happy to hear about your positive experience with our team. Best to you and your team for continued success. Thanks again! MS Masahiro S. Partner Venture Capital & Private Equity ### "super flexible" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 30, 2020 Pros Most of my use cases are covered by the standard features. In case no standard features are available, the Altvia onboarding team was able to arrange simple customization. Cons Like any other SalesForce based system, the system requires a good amount of user training. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 4, 2020 Masahiro, thank you for your review. We appreciate your feedback. We are happy to hear that our onboarding team was helpful and able to set up customizations. Best to you and your team for continued success. CD Colleen D. Office Manager Venture Capital & Private Equity ### "New to Altvia but pleased so far" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 8, 2020 Pros It's customized to what we do. I find the customer support team always ready to help and informative. There is a lot of functionality and it integrates with other platforms we use. I'm continually finding ways to make every day tasks and communications, in and outside of our office, more efficient. Cons It's not always intuitive and there is a lot to learn, but the support staff is able to solve most issues and teach effectively. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 15, 2020 Thank you for your review, Colleen! We appreciate your product feedback. We are happy to hear that support has been helpful and efficient. Best to you and your team for continued success. BK Brian K. Director of Finance Financial Services ### "Outstanding Implementation, Looking Forward to Years of Partnership" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 12, 2020 Pros I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team. Cons The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Pipedrive didn't meet our data, reporting, or work flow needs. Reasons for choosing Altvia We choose AIM for: - Functionality - Power of Salesforce platform - Comfort of more standardized implementation and strong on-going support - Alternative investment niche - Price / value proposition Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 24, 2020 Thank you for your kind words, Brian. We appreciate your product feedback. We are glad to hear you had a smooth implementation process. Best to you and your team for continued success. Thanks again! DC Dawn C. Executive Assistant Venture Capital & Private Equity ### "Customizing Reports is Easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 10, 2020 Since we log deals and manage investors, its great to have all the details accessible in the same place. Pros I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files. Cons If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries. Reasons for choosing Altvia I was not here when the company made the change to Salesforce. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 24, 2020 Thank you for your review! We appreciate your product feedback. We are happy to hear that support has been helpful and reporting is effective. Best to you and your team for continued success. Thank you! JM James M. Investment Manager Venture Capital & Private Equity ### "Great tool for managing and reporting on portfolio performance. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 25, 2020 Pros Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality. Cons More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 30, 2020 Thank you for your review! We appreciate your product feedback. Glad to hear that support has been of excellent quality and reporting is effective for investors. Best to you and your team for continued success. Thanks again! [View all Reviews](https://www.capterra.com/p/128748/AIM/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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