Case Study: ClearVision achieves workflow efficiency with Altvia

ClearVision manages $30 million in committed capital with Altvia

ClearVision Equity, a private equity firm managing $30 million in capital, faced a significant operational challenge. Their workflow depended on eight disparate software systems connected by APIs, which would frequently disconnect after updates. This issue created a major inefficiency, forcing Vice President Ryan Zachary to spend unsustainable amounts of time manually reconnecting the platforms, prompting their search for a new fundraising software solution from a vendor like Altvia.

Altvia provided a comprehensive and integrated suite of products to solve ClearVision's challenges. The implementation included Altvia AIM for a centralized CRM database on Salesforce, Correspond for targeted communications, and the ShareSecure portal for document management and e-signatures. The interoperability between these tools eliminated the disconnected systems problem, saved considerable time, and delivered a highly customizable platform that supported the firm's specific use cases and future growth.

ClearVision