Case Study: RCP Advisors achieves more insightful portfolio reporting with Altvia AIM

RCP Advisors gains insight into nearly 100 funds and 1,000 portfolio companies with Altvia

RCP Advisors, a private equity investment management firm, faced a challenge in providing its investment committee with comprehensive, insightful reports from its vast portfolio data. Their existing use of Altvia's AIM software system held all the necessary data, but the firm's internal team lacked the technical ability to create the clean, automated, and historical reports needed for a complete high-level view.

The solution was implemented by Altvia, which reconfigured RCP's AIM database for enhanced reporting and then worked on-site to create a set of ten customized reports. This new reporting framework automated previously manual processes, providing more informative, accurate, and real-time data. As a result, RCP gained new insights into its portfolio and industry trends, enabling better-informed decisions and significantly improved efficiency for the portfolio monitoring team.

RCP Advisors