United States
Bow River Capital
United States

About the transaction

Founded in 2006, Altvia is a trusted provider to over 40,000 investors and hundreds of Private Capital Market firms. The company's SaaS platform is a secure and mobile-friendly CRM--AIM, a GP-LP engagement portal--ShareSecure, end-to-end communications--Correspond, and industry-leading business intelligence--Answers. Together these products translate data into intelligence ensuring compliance, workflow management, and a trusted and transparent experience to stakeholders in a simple and effective way, enabling rapid adoption across all types of global organizations.


The investment from Bow River will enable the company to accelerate growth, rapidly deliver on innovation within its product suite, and scale across every dimension to redefine technology's role in the relationship between GPs, LPs, and Portfolio Companies.


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Transaction assisted by

Daniel Bernstein's photo

Daniel Bernstein

Executive Vice President - Director
Martin Lowrie's photo

Martin Lowrie

Senior Vice President