Case Study: Edge Natural Resources achieves streamlined investor relations and time savings with Altvia

Edge Natural Resources is on Top of Their Game with Operational Efficiency and Investor Relations

Edge Natural Resources, a Dallas-based energy private equity firm, faced growing operational and investor demands as it scaled. To consolidate and integrate workflows, fund management, and investor communications, the firm selected Altvia and implemented its solutions, including Altvia AIM, Correspond Investor Edition and ShareSecure, to replace fragmented processes and better connect with backend systems.

Altvia delivered an integrated, cloud-based solution with a dedicated implementation team, tailored training and data-management best practices that ensured adoption and data integrity. As a result, Edge Natural Resources gained a competitive advantage with significant time savings—notably faster capital call distribution—more consistent communications, reliable reporting and a higher-touch investor experience; Edge plans to expand use of Altvia’s private equity modules to further optimize processes.

Edge Natural Resources

Stacie Moore

Partner and CFO