Trust Center
Get access to locked security policies and certifications.
Colorado USA
Apr 23, 2025
Altvia is the leading provider for CRM and investor & deal management systems specifically built for Private Capital Market firms.

Compliance

SOC2
Altvia 2025 PenTest Attestation

Security

Acceptable Use Policy
Access Control Policy
Application Security Policy
Asset Management Policy
Backup Policy
BCDR Policy
Change Management Policy
Code Of Conduct Policy
Data Deletion Policy
Encryption Policy
Incident Response Policy
Password Policy
Physical Security Policy
Third Party Management Policy

Products

AIM
AIM is a leading CRM and deal management solution built on Salesforce and tailored specifically for the private equity and venture capital industry. AIM enables firms to efficiently manage their relationships, track deal activity, and oversee investment pipelines. With features that facilitate data centralization and collaboration, AIM empowers investment teams to make well-informed decisions and maximize operational efficiency.
ShareSecure
ShareSecure is a secure document-sharing platform that has evolved into a comprehensive Investor Experience Platform (IEP). It enables General Partners (GPs) to deliver key insights, documents, and reports to investors seamlessly. By providing a centralized portal for investor communications, ShareSecure enhances transparency, strengthens investor relationships, and ensures that sensitive information is shared securely and efficiently.
Answers
Answers is a powerful data visualization and analytics tool designed to help investors and fund managers make sense of complex data. With an intuitive interface, Answers allows users to create impactful visualizations and derive actionable insights from their data. This capability supports informed decision-making, helping firms understand trends, measure performance, and communicate insights effectively to stakeholders.

Legal

Altvia - General Privacy Policy (2024)
Terms Of Service
Cyber Insurance Policy