Case Study: FTV Capital achieves streamlined data management and stronger investor communications with Altvia

FTV Capital Harnesses the Power of Their Data and Relationships with an Integrated Solution from Altvia

FTV Capital, a growth equity investment firm, faced a legacy Salesforce-based system that had become rigid and difficult to maintain as data and workflow complexity grew. They struggled with duplicate contact and account records across a separate investor communication tool, inefficient “swivel-chair” processes, and a need for a customizable, Salesforce-native solution that integrated contact/data management with investor communications and an LP portal. FTV selected Altvia and its AIM, Altvia Correspond Investor Edition, and ShareSecure products to address these challenges.

Altvia implemented AIM as the central CRM, Altvia Correspond Investor Edition for secure investor communications, and ShareSecure as the document portal, all integrated on the Salesforce platform. The integrated solution delivered greater operational efficiency, cleaner centralized data, easier reporting, and a stronger investor experience—cutting the time to provide access to historical investor documents by 50%, enabling secure document sharing with access controls and activity reporting, and allowing phased onboarding that met schedule and exceeded expectations.

FTV Capital

Rob Kaufman

Vice President, Investor Relations and Communications