Company profile: Altvia
1.1 - Company Overview
Company description
- Provider of web-based software solutions for private equity, translating data into intelligence for alternative asset fund managers, institutional and impact investors. Offers AIM CRM for data management, deal flow, and investor relations; ShareSecure secure investor portal and virtual data room; Answers business intelligence tool; and deal flow management to track and report investment pipelines.
Products and services
- AIM CRM: Web-based CRM for private capital markets that centralizes data management, orchestrates deal flow tracking, and streamlines investor relations communications and records
- Answers: Analytics-driven business intelligence tool that analyzes and visualizes complex data to support decision-making for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors
- ShareSecure: Secure investor portal and virtual data room for sharing sensitive documents and tracking investor engagement
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Altvia
Termsheet
HQ: United States
Website
- Description: Provider of a platform for real estate investors that centralizes deals, relationships, data, documents, tasks, communications, and reports. Offers acquisitions, development, asset, and lender management tools, plus a technology stack for faster, smarter investing with integrations to Excel, Outlook, DocuSign, Hubspot, Slack, and Teams.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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NetDania
HQ: Denmark
Website
- Description: Provider of streaming price technology and solutions for global Tier-1 banks, brokers, currency managers, and analysts, including financial workstations and information terminals, trading platforms, charts, and applications for desktop, mobile, and website use.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Figlo
HQ: The Netherlands
Website
- Description: Provider of state-of-the-art software for consumer financial awareness, delivered to financial advisors, banking and insurance professionals. Solutions include tools for comprehensive financial planning, mortgage advice, secure client portals for data management and collaboration, alerts based on client financial data, calculation engines for mortgages and pensions, and maxhyp.nl for maximum mortgage calculations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Nalo
HQ: France
Website
- Description: Provider of a smart digital platform for investors, featuring a digital life insurance enabling multiple personalized investment projects in one contract, an online personal retirement savings plan, managed investment using behavioral finance for diversification and risk management, personalized advice from private advisors, and progressive risk adjustment over time.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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RobustWealth
HQ: United States
Website
- Description: Provider of a digital wealth management platform offering a full technology stack, investment services, and business automation for investment advisors and community banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full RobustWealth company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Altvia
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Altvia
2.2 - Growth funds investing in similar companies to Altvia
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4 - Top valuation comps for Altvia
4.2 - Public trading comparable groups for Altvia
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