Case Study: Harbour Group achieves fast, actionable insights from decades of deal data with Altvia's AIM

Harbour Group Leverages Aim to Gain Insight From Years of Historical Data

Harbour Group, a privately owned operating company focused on acquisitions and operating businesses, struggled to get meaningful insight from decades of deal-sourcing data. Their legacy system required multiple screens and SQL queries to build reports, left meeting notes and access fragmented, and made Zach Waltz the de facto database administrator. After researching CRM options, Harbour Group selected Altvia’s AIM (a Salesforce-based solution) to make their historical and ongoing deal data more accessible and usable.

Altvia implemented AIM with tailored configurations and best-practice guidance, which drove unexpectedly high user adoption and extended use from deal flow into fundraising and lender relationship management. As a result, Harbour Group gained real-time visibility into trends and top-performing intermediaries, converted years of spreadsheet data into actionable reports, freed senior staff from manual SQL reporting, and shifted team time from compiling data to analyzing it — improving efficiency and decision-making across the firm.

Harbour Group

Zach Waltz

Managing Director