INVESTOR PORTAL PRO vs. Altvia
Altvia is private equity software built on Salesforce, best known for its AIM CRM, with an investor portal, data rooms and analytics. INVESTOR PORTAL PRO is investor portal and fund administration software for PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies, with published pricing and unlimited users and investors on its annual plan. The biggest differences are pricing model, breadth of firm types served, and whether you want fund administration from the same vendor.
The short answer
Which is right for your firm?
Choose INVESTOR PORTAL PRO if you do not want to depend on Salesforce licences, or you want K-1 automation, capital calls, waterfalls and fund administration services alongside the portal on one published price.
Side by side
Altvia and INVESTOR PORTAL PRO at a glance
| INVESTOR PORTAL PRO | Altvia | |
|---|---|---|
| Pricing | Published: Pro $7.99 per user per month; PRO+ Annual $5,000 per year; Enterprise quoted3 | Custom, based on firm size and modules; third-party directories list starting figures around $1,800 per year.2 |
| Price list published | Yes | No |
| Users and investors | Unlimited users and investors on PRO+ Annual | Set by plan or quote |
| Setup fees | $0 setup fees | Ask the vendor |
| Built for | PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies | Private equity and venture capital firms |
| Core features | Investor portal, LP reporting, K-1 automation, capital calls, waterfalls, CRM, data rooms, e-signature | AIM CRM (on Salesforce), investor portal, virtual data room, analytics and AI features |
| Fund administration | Yes, third-party fund administration services | Software only |
| Support | 24/7/365 support on every plan | Ask the vendor |
Where Altvia stands out
- Built on Salesforce, which suits firms already standardised on it.
- A CRM designed around private equity fundraising and deal flow.
- Modular purchasing: CRM, portal, data room and analytics.
Where INVESTOR PORTAL PRO stands out
- Published pricing, with unlimited users and investors on PRO+ Annual ($5,000 a year).
- One platform for PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies.
- K-1 automation, capital calls, waterfalls, CRM and data rooms included, plus optional fund administration services.
- A branded investor portal under your firm's name, with 24/7/365 support on every plan.
See all investor portal comparisons, the full pricing, or try the online demo.
Common questions
INVESTOR PORTAL PRO vs. Altvia, answered
What is the main difference between Altvia and INVESTOR PORTAL PRO?
Altvia is private equity software built on Salesforce, best known for its AIM CRM, with an investor portal, data rooms and analytics. INVESTOR PORTAL PRO focuses on the investor experience across many firm types (PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies) and publishes its pricing, including unlimited users and investors on the $5,000-a-year PRO+ Annual plan.
How much does Altvia cost compared with INVESTOR PORTAL PRO?
Custom, based on firm size and modules; third-party directories list starting figures around $1,800 per year. INVESTOR PORTAL PRO publishes its prices: Pro is $7.99 per user per month, PRO+ Annual is $5,000 per year with unlimited users and investors, and Enterprise is quoted. There are no setup fees.
Who is Altvia best for?
Choose Altvia if your firm runs on Salesforce and wants its private equity CRM and LP portal inside that ecosystem.
When is INVESTOR PORTAL PRO the better choice?
When you do not want to depend on Salesforce licences, or you want K-1 automation, capital calls, waterfalls and fund administration services alongside the portal on one published price.
Can we move from Altvia to INVESTOR PORTAL PRO?
Yes. Investor, fund and document records can be brought over with INVESTOR PORTAL PRO's data import tools, and the team can help plan the move. Timelines depend on how much data and how many integrations you have.
Rated 4.9 out of 5 by 146 customers
Trusted with 100% client retention4
“The automated LP birthday and anniversary touchpoint system in InterFirm° sounds like a minor feature — but it's changed the texture of our investor relationships. Small gestures done consistently matter a lot in this business.”
“The onboarding automation in InterFirm° cut our LP onboarding time by two-thirds. eSignature integration, automated document collection, and status tracking all in one place is exactly how it should work.”
“The pipeline tracking for our fundraise gives our GP team a live view of capital committed, in-progress, and prospective by LP. It replaced a spreadsheet that three people were updating manually every morning.”
Comparing Altvia and INVESTOR PORTAL PRO? Let's talk.
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
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Notes and sources
- INVESTOR PORTAL PRO is a trademark of United Production Corp. Other product names are trademarks of their respective owners; this page is not affiliated with or endorsed by them.
- Information about other vendors comes from their public websites and independent software directories, checked November 2026. Directory prices are third-party estimates, not vendor quotes, and may change; ask each vendor for current terms. Spotted something out of date? Email [email protected] and we will correct it.
- INVESTOR PORTAL PRO pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Client retention figure reflects INVESTOR PORTAL PRO's client history since founding in 2016.