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What is AllocatIN?

AllocatIN is a specialized platform tailored for institutional investors and investment managers seeking to establish connections in the private market. Users create profiles detailing their asset classes and geographical interests, which enables them to receive a customized list of potential partners. Members can control their profile visibility and choose whether to connect, with communication commencing only after both parties express interest. All applicants must complete a verification process before gaining membership access. This platform acts as a contemporary alternative to conventional practices such as cold emailing, attending conferences for networking, and depending on ranked directories. Importantly, AllocatIN refrains from ranking managers, sharing performance data, or charging success fees, ensuring a level playing field. Additionally, placement agents, advisors, and other service providers are not eligible for membership, further refining the community. Allocators benefit from free access, while managers have the choice of a complimentary basic plan or a premium Pro subscription. To further improve user experience, AllocatIN provides mobile applications for both iOS and Android, facilitating connections while users are on the move. This innovative approach not only streamlines the networking process but also fosters a more efficient and effective way for professionals in the investment space to collaborate.

What is AIM?

Altvia's comprehensive product suite, combined with its deep industry insights, enhances the Salesforce CRM platform specifically for the Alternative Investments sector. By converting data and relationships into valuable institutional knowledge, firms can obtain the competitive advantage necessary for growth and advancement. The AIM solution from Altvia, designed for Private Equity CRM, effectively captures the dynamics of your investments, monitors portfolio performance, and connects with back-end systems to facilitate scalability. Additionally, AIM can seamlessly integrate with a LP Portal and Data Visualization tool, enabling both internal and external teams to operate more efficiently. This integration fosters trust among stakeholders and investors by providing them with clear and transparent information regarding their capital. As a result, firms can strengthen their relationships and enhance their overall performance in the competitive landscape.

Media

No images available

Media

Integrations Supported

Integrations Supported

Box
Conga Contracts
Docusign
Evernote
LinkedIn
Preqin
Salesforce
Slack
ePayPolicy

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AllocatIN Ltd

Date Founded

2026

Company Location

United Kingdom

Company Website

www.allocatin.com

Company Facts

Organization Name

Altvia Solutions

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

Investor Relations

Not specified

Categories and Features

Financial CRM

Not specified

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management

Investor Relations

Not specified

Private Equity

Not specified

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