Altvia

CRM

ApprovedEditorial, unpaid

Altvia offers CRM, investor portal and data tools for private-capital firms, built on Salesforce, with a partnership with Dakota for fundraising data.

Visit altvia.com ↗

Key features

CRM for fundraising and deals
Investor portal
Data hygiene and enrichment (with Dakota)
Reporting for private capital

Pricing

Contact sales

No public pricing page found · checked Oct 13, 2026

Who it's for

PELPs

Use cases featuring Altvia

No sourced use cases yet. The daily scan will add them as they appear.

Videos

Altvia Introduces a Streamlined Solution to Simplify Fundraising ComplexitiesAltvia · From the company

Data-Driven Excellence: Altvia and Dakota Live DemoAltvia · From the company

Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRMAltvia · From the company

Profile last checked Oct 14, 2026.

Editorial listing, free and unsponsored. Sponsored placements are always labeled.

On the map: The VC & PE AI stack, in Deal CRM.

On the map: Running your firm: the AI back office, in CRM & relationships.

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