Case Study: RCP Advisors achieves enhanced, automated portfolio reporting and actionable insights with Altvia

RCP Gets Insightful Data & More Effective Decision Making Through Enhanced Reporting from Aim

RCP Advisors, a Chicago-based private equity firm invested in nearly 100 funds and close to 1,000 underlying companies, faced a reporting challenge: a two-person portfolio monitoring team had to distill a massive, complex dataset into concise quarterly summaries and validate manager-provided valuations. Although RCP had been using the AIM software system by Altvia since 2005, their reporting relied on manual spreadsheets that lacked historical context and flexibility, limiting the investment committee’s view of the full portfolio.

Altvia reconfigured RCP’s AIM database and worked onsite to design a reporting framework and 10 customized reports that automated previously manual processes, made data more granular and real-time, and increased reporting flexibility. The result was more accurate, actionable insight into funds, managers, and industry trends—improving efficiency and enabling better-informed investment decisions—achieved through Altvia’s tailored AIM implementation and reporting services.

RCP Advisors

Adam Ciborowski

Portfolio Management Team Member