Altvia Correspond

Altiva Correspond helps bridge the gap between a CRM, front-office activities and legacy accounting system. Users can generate personalized Capital Call Notices, Distribution Notices, K­1s, Quarterly/Annual Reports and more, incorporating data already stored into AIM. Depending on individual recipients’ preferences, you can also automatically deliver these documents via email or ShareSecure.

Business benefits and features of the Investor Edition include:

• Investor communication preferences: Track individual correspondence preferences for each delivery format and automatically distribute the documents in the preferred manner and format
• Allocations: Calculate allocations of capital calls and distributions based on investor commitments and pro-rata ownership with the ability to edit those allocations right within your browser - no spreadsheets required
• Personalized documents and emails: Create documents addressed to each investor with the flexibility to provide certain investors different templates to comply with side letter agreements - plus the ability to attach additional documents such as investment notices, schedules, financial statements, and spreadsheets
• File splitting: Integrates with existing accounting and document generation system via the Investor Edition’s proprietary file splitting that prepares investor specific documents within seconds

And the relatively streamlined Altvia Correspond Market Edition offers the features of a mass email application with the benefit of full CRM integration in AIM. This is to help organizations ensure the accuracy of their mailing lists and save time with reports to add contacts. Market Edition is used to manage communications for prospecting, fundraising, deal announcements and roadshow through a seamless sync between systems.

According to the vendor, key business benefits and features of the Market Edition include:

• Mass email capacity of up to 50,000 contacts per mailing

• Smartlist builder with full AIM integration and real-time contact syncing

• Email testing and preview for quality assurance

• Email template builder and library

• Ability to schedule emails in advance

• Auto contact de-duplication tool