Case Study: Investors Management Corporation streamlines deal and relationship management and cuts legacy data costs with Altvia AIM

Altvia Saves IMC From Costly Legacy Data Management

Investors Management Corporation (IMC), a Raleigh-based family office focused on growth equity in restaurants and retail, was struggling with a heavily customized legacy CRM that was expensive to maintain, required code-level work, and couldn’t map complex industry relationships the firm relies on. To replace that burden and get a restaurant- and retail-specific solution for deal and relationship tracking, IMC engaged Altvia and selected Altvia’s AIM product (implemented in 2013).

Altvia implemented AIM with tailored, industry-specific functionality and simple, structured workflows that eliminated IMC’s need for constant custom projects. Within weeks AIM improved on-the-road CRM access, made relationship and deal data actionable, and became mission-critical—expanding from an initial small user group to most employees—while saving IMC the thousands of dollars and many hours of internal development they would have spent building the same capabilities. Altvia’s rapid support (often delivering solutions within hours) let IMC focus back on investing rather than database maintenance.

Investors Management Corporation

Analyst Dan Nifong

Investors Management Corporation