Case Study: Institutional Venture Partners (IVP) cuts investor reporting from 5–10 hours to 30 minutes with Altvia

IVP Uses Altvia’s Platform To Streamline Investor Communications

IVP (Institutional Venture Partners), a Menlo Park venture capital firm managing $7B and investing since 1980, struggled with a 15‑year legacy desktop database and an initial, non‑scalable Salesforce implementation that left workflows, real‑time updates, and a third‑party data room disconnected. The firm spent 5–10 hours cross‑checking investor reports and needed a finance‑centric, integrated solution—prompting them to engage Altvia and its tools.

Altvia implemented an integrated solution—connecting its GP‑LP Portal, ShareSecure and Correspond with IVP’s Salesforce instance—streamlining investor communications, secure document handling, and signature tracking. As a result (implemented in 2019 for nine users), IVP cut report pull-and-distribution time from 5–10 hours to about 30 minutes, gained confidence in distributions, and consolidated investor interactions into a single, auditable system.

IVP

Kelly O’Kane

VP of Business Development and IR