Investor portal, automated reporting, document sharing, secure communication channels, fundraising tools, LP onboarding, capital calls and distributions management, and investor engagement analytics tailored for venture capital investor relations.
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Product integrates with CRM and portfolio systems for data sharing and reporting. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
API integration is mentioned as part of the Altvia technology stack, supporting secure communication with external tools. | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
No information available | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Allows bulk data/document uploads for LP onboarding and capital call/distribution activities. | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
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Data Enrichment Enhances imported records with market data or lookup values. |
Integration with Altvia Data Enrichment and external fund admin/CRM sources is referenced. | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Historical document storage and retrieval is noted as a core part of the investor portal for compliance and transparency. |
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Product provides investor reporting and document templates that are customizable and reusable. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automated, scheduled distribution of documents to investors is a documented feature. | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Export of reports and documents in various formats for investors is noted. | |
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Version Control Tracks changes and maintains versions of reports over time. |
Version tracking for documents and reports is a standard feature in investor communication tools. | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
No information available | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Dashboards and visualizations form part of the investor communications suite according to product description. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
Product describes KPI benchmarking and custom analytics for investment performance. | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Can deliver personalized investor documents and portals based on LP profiles. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
Maintains all historical reports and logs for audit and compliance purposes. |
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Web-based branded investor portals are a signature feature. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Purpose-built for document sharing and distribution to LPs. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Supports multifactor authentication (2FA) for secure investor access. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Supports mobile access for both GPs and LPs via responsive portal design. | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
No information available | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Can message individuals and groups of LPs through portal communications. | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
Tracks investor portal activity and report access. | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Provides automated portfolio and investment valuation calculations. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
No information available | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
No information available | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
No information available | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
No information available | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Exportable charts, tables, and reports as part of performance analytics suite. | |
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Data Drill-down Supports clicking into summary data to view details. |
Can drill-down into reports and data from dashboards. | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
No information available | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
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Role-based Access Control Restricts access to data based on role and need-to-know. |
Supports access permissions by user roles—for GPs, LPs, and administrators. | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
Comprehensive records of user actions and document access are indicated. | |
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Data Encryption Encrypts data at rest and during transmission. |
Data is secured in transit and at rest using encryption. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
Altvia is SOC2 certified, as stated on its site. | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
No information available | |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
Communication and data transfer occurs over SFTP/HTTPS secure channels. | |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
Privacy policy support/communication is part of investor onboarding features. | |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Digital capital call and distribution notices, with LP acknowledgment tracking, are core functions. | |
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Distribution Notices Automates distribution notice creation and delivery. |
Distribution notices are automated and delivered digitally through the investor portal. | |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
Tracks LP responses and status of capital calls/distributions in real time. | |
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Document Templates Offers templates for capital call and distribution documents. |
Standard and custom templates are available for capital call/distribution communications. | |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
No information available | |
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Automated Reminders Sends reminders to LPs with pending actions. |
Automated, scheduled and conditional reminders to LPs about capital calls and pending actions. | |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
Integrates with payment and fund admin systems for capital flow tracking. | |
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Manual Override Options Allows staff to manually update status or correct errors. |
Allows fund staff to manually update statuses and correct errors. | |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Full history of all prior capital calls/distributions is accessible for LPs and GPs. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
Investors can download proof of payment/receipts for actions completed in portal. |
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Investor portal is noted for intuitive, modern user interface designed for LP self-service. | |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
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White-labeling Options Customizes branding to match fund identity. |
Portal and reporting can be white-labeled to match fund branding. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
Users can configure dashboards with widgets and relevant data. | |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
Portal allows keyword search and filters for documents, reports and communications. | |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
Bulk messaging, actions, and document distribution are supported for efficient GP-to-investor workflows. | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Portal view is responsive and optimized for desktop and mobile devices. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
No information available | |
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Localization Support Supports international settings for currency, dates, and language. |
Supports international investors with localization options for portal. | |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
No information available |
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
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Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
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Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
Integrates natively with Salesforce and supports collaboration via link-out. | |
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Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
Allows users to sync meetings and reminders to their Outlook/Gmail calendars. | |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
Progress of capital calls, distributions, and investor engagement visualized in dashboards. |
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
Comprehensive audit logs of all user and data actions. | |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
Actions in the platform are time-stamped for compliance and transparency. | |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
Read receipts and document download acknowledgement for investor communications. | |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
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Field-level Change History Tracks edits at the individual data field level. |
No information available | |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
Can export complete audit/acitivity logs for regulatory or compliance review. | |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
Provides dashboards that summarize investor engagement, activity, and access. | |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
Explicit logging of investor consents as part of LP onboarding. | |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
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Custom Field Support Allows adding custom fields to data records as needed. |
Enable custom fields in investor and fund records for flexible data management. | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
Provides public APIs to extend system, based on documentation. | |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
Customizable workflows for capital call/distribution and investor engagement. | |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Branding and theming options are a product highlight (white-label offering). | |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
Role-based triggers and rules can automate aspects of capital call and reporting workflows. | |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
Native integration with Salesforce and can link to other CRM/ERP platforms. | |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
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Template Customization Tools Lets users design and modify document/report templates visually. |
No information available | |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
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24/7 Support Availability Offers round-the-clock technical and product support. |
Premium support offering described for large clients—including 24/7 support. | |
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Dedicated Account Manager Assigns named contacts for relationship management. |
Dedicated account managers assigned to enterprise clients. | |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
Comprehensive searchable knowledgebase available for clients. | |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
Product and best-practices webinars, live and recorded training sessions offered. | |
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User Community Forums Support from a peer community of other customers. |
No information available | |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
Guided onboarding support provided to all new clients as part of implementation. | |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
Documented SLA available for enterprise contracts. | |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
Admin dashboard provides system & service status and uptime monitoring. | |
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Personalized Implementation Support Provides tailored support for migration and customization. |
Personalized onboarding and migration support as part of implementation service. |
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