Case Study: Cendana Capital improves CRM and data workflows with Altvia

Cendana Capital tracks 100 fund investments and 2,200 companies with Altvia

Cendana Capital, a venture capital firm based in San Francisco, faced a significant challenge with its data management. As a growing firm, it relied on a disjointed system of Excel spreadsheets and email to track its 100 fund investments and over 2,200 companies, which was inefficient and limited its analytical capabilities. Partner Kelli Fontaine sought a scalable CRM solution to replace this system and chose Altvia for its industry-specific functionality and Salesforce foundation.

The implementation of Altvia's solutions provided Cendana Capital with a cohesive data management platform, including powerful analytics through the Answers tool. The results were substantial time savings, such as saving hours on weekly reporting, and the ability to perform deep data analysis quickly. This has enabled the firm to spot crucial portfolio trends, conduct faster due diligence, and gain unique qualitative insights, strengthening its position with LPs and attracting interest from follow-on capital.

Cendana Capital