Case Study: Crosslink Capital achieves a centralized fund management database with Altvia

Crosslink Uses Aim to Turn the Irsales for Cedatabase into A Fund Management Database

Crosslink Capital, a San Francisco–based venture capital firm, was struggling with fundraising and investor relations data scattered across Excel and a poorly structured Salesforce build. They turned to Altvia (via the Salesforce AppExchange) for a centralized fund-management database and industry-specific expertise after their prior consultant couldn’t model investor hierarchies, roll up subsidiary data, or support separate hedge vs. venture fundraising processes, and IR teams routinely waited 1–2 days for account information.

Altvia implemented a consolidated investor database with hierarchy roll-ups, a simple checkbox toggle to separate venture and hedge prospects, integrated performance metrics, and industry best-practice configurations—delivered as a fully functioning system in under three months. The Altvia solution gave Crosslink Capital (nine users) instant access to investor accounts (reducing response time from 1–2 days to immediate), clear historical documentation of fundraising and IR communications, and actionable analytics to focus future fundraising more effectively.

Crosslink Capital

Jonathan Stenner

Salesforce Administrator