Case Study: Crestone Capital saves hundreds of hours and streamlines capital calls with Altvia's AIM platform

Crestone Capital Saves Hundreds Of Hours of Work With Altvia

Crestone Capital, a Boulder-based family office managing roughly $3 billion in assets for ~90 families, struggled with growth because client data lived in disparate systems (Excel, PDFs, Microsoft Dynamics) and spreadsheets. Seeking a central CRM to scale operations and show household asset positions, Crestone selected Altvia and its AIM platform to replace fragmented processes.

Altvia implemented the AIM CRM along with Managed Services and Investor Correspond to unify relationship tracking and flow-of-capital views at the household level, simplify agreement signatures, and enable better analytics. The changes streamlined capital calls and distribution notices, cut the need for 80+ manual emails, and are projected to save the team hundreds of hours annually, particularly across Crestone’s 40 private equity pools.

Crestone Capital

Hayley Chase

Associate