Case Study: Plexus Capital achieves scalable growth and real-time reporting with Altvia's AIM

Plexus Institutionalizes Their Processes and Creates A Leverageable Platform for Growth by Installing the Aim Fund Management Software System

Plexus Capital, a Raleigh-based private equity firm focused on lower middle-market deals, faced rapid growth with 30+ portfolio companies, hundreds of transactions and more than 800 deal evaluations per year. As reporting and execution demands outpaced their manual processes and disparate spreadsheets, they engaged Altvia and chose AIM, Altvia’s CRM built for private capital markets, to bring institutional consistency to deal flow, portfolio metrics and LP reporting.

Altvia implemented AIM, importing monthly portfolio financials, integrating QuickBooks data and centralizing deal and portfolio information into a shared database. The platform cut the weekly 20‑page Monday report build from up to 10 hours to about 15 minutes, enabled real‑time reporting on deal generation, referral quality and account status, and eliminated the need to hire two full‑time people—delivering faster, more disciplined deal flow, diligence and portfolio oversight with Altvia’s ongoing support.

Plexus Capital

Michael Painter

Partner