Case Study: LFM Capital achieves improved deal sourcing and seamless app integrations with Altvia

LFM Capital Makes The Switch To Maximize Deal Sourcing And App Integrations

LFM Capital, a Nashville-based private equity and growth equity firm founded in 2014, was outgrowing a simple CRM as its direct sourcing volume increased and it adopted tools like Outreach.io, SourceScrub, and DataFox. Seeking a solution that could integrate those apps and scale with the firm, LFM Capital selected Altvia (alongside Salesforce) to provide a customizable CRM and data management platform.

Altvia implemented its AIM platform, trained LFM Capital on using third‑party tools within the system, and delivered tailored interfaces for different teams that consolidate data in one place. The 2019 Data Management implementation (3 users) produced a seamless transition, streamlined workflows, reclaimed time for deal sourcing, and gave LFM Capital confidence they can efficiently add more tools over time — outcomes the firm described as “painless” and highly effective.

LFM Capital

Jessica Ginsburg

Director of Business Development