Case Study: Spire Capital achieves streamlined portfolio monitoring and stronger LP engagement with Altvia

Spire Capital Leverages Altvia to Monitor the Portfolio

Spire Capital, a New York–based private equity firm focused on buyouts in technology-enabled services, was struggling with labor-intensive, error-prone portfolio reporting — storing financials and producing monthly, quarterly and annual reports in Excel. CFO Don Stewart, who also handles investor communications, needed a way to provide timely, reliable portfolio data to LPs. To solve that problem Spire Capital partnered with Altvia and adopted Altvia’s portfolio company dashboard within its LP portal.

Altvia built a centralized dashboard and LP portal that surfaces mark‑to‑market valuations and fund‑level views for each portfolio company, replacing manual spreadsheets with real‑time access. The implementation delivered significant time savings, much greater transparency, and stronger LP engagement; stakeholders gained instant access to fresher data and Spire reports that improved communications helped them close their fourth fund in half the time of the third. Altvia’s solution became a key differentiator for Spire Capital in serving institutional partners.

Spire Capital

Don Stewart

Chief Financial Officer