List of Altvia AIM Customers
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United States
Since 2010, our global team of researchers has been studying Altvia AIM 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 Altvia AIM for CRM and Investor Relationship Management 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 Altvia AIM for CRM and Investor Relationship Management include: RCP Advisors, a United States based Professional Services organisation with 49 employees and revenues of $5.0 million, Grain Management, LLC, a United States based Professional Services organisation with 40 employees and revenues of $4.0 million, Phoenix Equity Partners, a United Kingdom based Banking and Financial Services organisation with 35 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Altvia AIM, 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 CRM software purchases.
The Altvia AIM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Grain Management, LLC | Professional Services | 40 | $4M | United States | Altvia Solutions | Altvia AIM | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, Grain Management, LLC implemented Altvia AIM as its Private Equity CRM to centralize investor relations, fundraising coordination, and investor communications. The deployment emphasized Altvia AIM functionality for investor and contact management, and positioned Altvia AIM as the system of record for investor-facing activities across the firm.
Configuration work centered on investor data migration and contact preference mapping, with data consolidation and standardized contact fields to support segmented communications and regulatory outreach workflows. Functional modules configured included contact and investor record management, fundraising and roadshow coordination workflows, investor request tracking, and standardized reporting views for quarterly communications.
Operational scope included coordination across multiple departments to compile quarterly investor letters and to manage complex roadshow logistics and investor requests. Project governance was led internally by Grain Management project managers who oversaw implementation, data mapping, testing, and cross-departmental handoffs, ensuring Altvia AIM aligned with investor relations and communications processes.
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Phoenix Equity Partners | Banking and Financial Services | 35 | $4M | United Kingdom | Altvia Solutions | Altvia AIM | CRM and Investor Relationship Management | 2017 | n/a |
In 2017, Phoenix Equity Partners implemented Altvia AIM as its Private Equity CRM. The firm selected Altvia AIM from Altvia Solutions to adopt an industry standard platform purpose built for private equity, addressing the need to simplify operations and to institutionalize processes and knowledge across the firm.
Altvia AIM was deployed as a cloud native CRM on a major public cloud platform, providing ubiquitous 24x7x365 access from any Internet connected device. Implementation emphasized Private Equity CRM capabilities such as deal and pipeline management, contact and investor relationship management, fundraising workflow tracking, and centralized document and knowledge capture to align investment and finance workflows. Governance and process work focused on codifying workflows and knowledge retention under senior finance and investment oversight, matching the configuration to Phoenix Equity Partners size and operational needs.
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RCP Advisors | Professional Services | 49 | $5M | United States | Altvia Solutions | Altvia AIM | CRM and Investor Relationship Management | 2015 | n/a |
In 2015, RCP Advisors implemented Altvia AIM as its Private Equity CRM to centralize investor and deal data across the firm. RCP Advisors implemented Altvia AIM to shift reporting from high level summaries to more granular, real time views that support fundraising and investor relations workflows.
The deployment emphasized CRM capabilities common to the Private Equity CRM category, including contact and relationship management, pipeline and deal tracking, and integrated reporting and analytics to surface more accurate and meaningful data. Altvia AIM was configured to provide segmented views and near real time data access so investment and investor relations users could break information down to a more specific level.
Operational ownership landed with investment, investor relations, and operations teams at the firm, and the rollout included data model configuration and process changes to produce more timely information. According to RCP Advisors leadership, the implementation delivered more accurate and meaningful data and materially increased firm efficiency through more real time visibility.
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Buyer Intent: Companies Evaluating Altvia AIM
- Platned, a United Kingdom based Professional Services organization with 150 Employees
- Law Office Of Thomas A. Farinella, a United States based Professional Services company with 10 Employees
- Citigroup, a United States based Banking and Financial Services organization with 230000 Employees
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