Case Study: Plexus Capital achieves scalable growth and streamlined reporting with Altvia

Plexus Capital cuts 10-hour Monday reports to 15 minutes with Altvia

Plexus Capital, a private equity firm focused on the lower middle market, faced a challenge scaling their operations while maintaining their investment discipline. Their execution and reporting requirements were growing exponentially due to over 30 portfolio companies and a growing investor base, leading to inconsistent data across platforms. To address this, they chose to implement the Altvia platform, a CRM solution designed for private capital markets.

With Altvia, Plexus streamlined its data management and reporting processes. The solution automated the compilation of detailed reports, reducing the time needed for a 20-page Monday meeting report from 10 hours to just 15 minutes. This provided the team with real-time performance stats and increased overall efficiency. According to a partner, the platform saved them from needing to hire two full-time employees and was instrumental in helping them scale while staying true to their core competency.

Plexus Capital