Case Study: Morehead Capital achieves streamlined, cost-saving data management and stronger relationship-driven dealmaking with Altvia AIM

Aim Saves More Head from Complex and Costly Legacy Data Management

Morehead Capital, a Raleigh-based growth equity investor, was burdened by a heavily customized legacy CRM that was expensive and time-consuming to maintain and didn’t map well to their restaurant- and retail-focused deal processes or complex relationship tracking needs. Seeking a scalable, industry-tailored solution, Morehead turned to Altvia and its AIM product to replace ongoing custom projects and better capture who people are connected to across deals and boards.

Altvia implemented AIM (initial rollout in 2013 for six users) and delivered industry-specific customizations that simplified data entry, deal tracking and relationship mapping. Within weeks the team was using AIM to source deals, prioritize contacts and support portfolio companies; adoption expanded firmwide, development costs that would have been “thousands of dollars” were avoided, and Altvia’s rapid support made AIM mission‑critical for Morehead Capital.

Morehead Capital

Dan Nifong

Analyst