Altvia Answers

Open the app, pick your data sources, and start answering real questions in minutes. Altvia Answers gives private equity teams a single workspace to connect CRM, fund accounting, portfolio KPIs, and spreadsheets without waiting on IT. Map fields once, set a refresh cadence, and build live views that stay current. Create your investor summary by dragging in commitments, NAV, and distributions; add filters for fund, geography, or strategy; and save reusable views for recurring meetings. Set permissions so partners, IR, and ops each see the slices they need. Leave comments on charts, tag teammates, and keep an audit trail as your story evolves.

On deal flow, run your Monday pipeline in one screen. Filter by stage, owner, sector, or expected close, then click into a target to see sourcing notes, diligence progress, and comparable outcomes side by side. Spin up a what-if view to test entry multiples, revenue growth, and margin expansion, and watch returns update instantly—no spreadsheets to reconcile. Capture a timestamped snapshot for IC prep, export a clean visual to your memo or deck, and subscribe to alerts when a prospect stalls, a metric breaches a threshold, or a close date slips.

For portfolio and finance, standardize month-end in a few steps. Pull in GL balances, operating metrics, and bank data; tie them to company scorecards and covenants; and produce a rolling 13-week and quarterly cash forecast. Model capital calls and distributions against projected inflows, see impacts at the fund and LP level, and adjust drivers on the fly. Build risk heatmaps that combine leverage, churn, and pipeline coverage to flag exposure early. Share a secure board pack or LP update with live charts instead of static exports, and schedule automated email summaries that link back to the source.

Firmwide, use guided analysis to benchmark sectors, track divisional targets, and compare performance to market comps. Start from a template—fundraising health, portfolio value creation, or operating cadence—or assemble your own with measures and dimensions you choose. Drill from firm totals down to a single investment, all with consistent definitions and governance. Control access by role, verify data lineage, and lock certified views before reporting. When an ad hoc question comes up, build it in seconds, save it as a personal view or publish it to the team, and keep momentum without context switching.