List of Allvue Systems Pipeline Management Customers
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Since 2010, our global team of researchers has been studying Allvue Systems Pipeline Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Allvue Systems Pipeline Management for Sales Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Allvue Systems Pipeline Management for Sales Automation include: SOSV, a United States based Banking and Financial Services organisation with 100 employees and revenues of $30.0 million, Permian Norway, a Norway based Banking and Financial Services organisation with 64 employees and revenues of $26.0 million, Standish Management, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Systems Pipeline Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Permian Norway | Banking and Financial Services | 64 | $26M | Norway | Allvue Systems | Allvue Systems Pipeline Management | Sales Automation | 2024 | n/a |
In 2024, Permian Norway began implementing Allvue Systems Pipeline Management, Apps Category: . The initiative targeted modernization of Nordic fund administration and accounting and the centralization of client-facing investor portal capabilities.
Implementation activity concentrated on configuring Allvue Systems Pipeline Management together with Allvue fund administration and accounting capabilities, aligning investor and client portal workflows with FX automation and data reconciliation requirements. Public communications describe a broader Allvue platform rollout, and Pipeline Management usage is inferred from those announcements rather than explicitly confirmed by Permian.
By 2025 Permian had rolled out Allvue as its core platform across its Nordic operations, consolidating investor portals and improving cross-system data integration between fund accounting and investor relations functions. Operational scope cited in the rollout centers on fund administration, accounting, and investor relations teams, with phased configuration and standardization of investor communication and FX processing workflows.
Governance emphasis moved to centralized platform ownership within fund administration and investor relations, and to standardized processes for investor reporting and FX automation. Permian explicitly referenced improved data integration and FX automation as outcomes of the Allvue deployment, while explicit confirmation of the Fundraising Pipeline module within Allvue Systems Pipeline Management was not published.
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SOSV | Banking and Financial Services | 100 | $30M | United States | Allvue Systems | Allvue Systems Pipeline Management | Sales Automation | 2018 | n/a |
In 2018, SOSV implemented Allvue Systems Pipeline Management to modernize fund accounting, LP reporting and investor relations workflows in the United States. The deployment centralized fund accounting ledgers, standardized LP reporting templates and extended investor relations and fundraising pipeline capabilities through Allvue Systems Pipeline Management, supporting more scalable and timely VC reporting. Configuration work focused on fund accounting modules, investor reporting workflows and fundraising pipeline visibility consistent with the application category Pipeline Management.
Operational coverage included fund finance, investor relations and reporting teams within SOSV in the United States, consolidating accounting and LP reporting processes into a single application layer. Governance and process changes emphasized reporting ownership, standardized data models and investor communication workflows to operationalize the fundraising pipeline and LP reporting cadence. The description reflects that Pipeline Management usage is inferred from SOSV's adoption of Allvue investor relations and fundraising capabilities rather than being explicitly named in the case study.
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Standish Management | Professional Services | 10 | $1M | United States | Allvue Systems | Allvue Systems Pipeline Management | Sales Automation | 2020 | n/a |
In 2020, Standish Management implemented Allvue Systems Pipeline Management to extend its Allvue deployment across fund administration. The deployment targeted Pipeline Management capabilities as part of a broader Allvue rollout that included fund accounting and an investor portal, and it was applied across Standish Management's fund administration services in the United States.
Allvue Systems Pipeline Management was configured to support sales and fundraising pipeline workflows, implementing category-aligned capabilities such as pipeline stage tracking, opportunity management, and automated pipeline reporting. These configurations were aligned with the firm’s fund accounting and investor reporting workflows to reduce manual handoffs and centralize opportunity and investor data within the Allvue environment.
Operational scope focused on fund administration teams within the United States, with configuration scaled to the needs of a small professional services firm. Governance changes emphasized standardized fundraising process workflows and consolidated reporting feeds into the Allvue fund accounting and investor portal components, supporting more consistent data flows between fundraising and accounting functions.
Standish Management reported that the Allvue deployment reduced manual work and accelerated reporting, reflecting outcome statements tied to the broader Allvue implementation rather than separate public documentation exclusively for the Pipeline Management component.
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