A CRM is not a decision system.
Altvia is a long-standing Salesforce-based CRM and investor-relations platform for private capital firms. Capital Refinery is the structured record of the investment decision across the life of the position. They sit at completely different layers of the stack and answer different questions.
What Altvia does well, and where the line is.
What Altvia is built for
Deal CRM and LP relations on Salesforce.
Pipeline tracking, contact and relationship management, fundraising workflow, and LP-portal-style investor relations. Built natively on Salesforce, it inherits the platform's permissions, reporting, and ecosystem. For firms that want a CRM and an IR layer in one place, the product is mature.
What it is not built for
Holding the IC decision as a structured testable record.
Altvia models the relationship and the workflow. It does not model the thesis, the assumptions, or the conditions a deal team relied on at IC. The decision is downstream of the CRM workflow — and the CRM has no schema for it. After IC approval, Altvia continues to track the relationship; it does not test whether the original investment case is still working.
Where Capital Refinery sits next to it
Underneath the IC stage, governing the position over time.
Most teams will keep their CRM. Capital Refinery is not a CRM replacement — it is a different layer. The structured investment record, the deterministic-first extraction kernel, the operator-data binding, the decision validity scoring. None of these are CRM features, because none of them is a relationship-management problem.
Where the lines fall.
| Capability | Altvia | Capital Refinery |
|---|---|---|
| Pipeline and relationship management | Strong — core capability | No — different layer |
| LP relations and investor portal | Strong | No |
| Salesforce platform integration | Native | No |
| Domain model for the IC decision | No | Yes — first-class object |
| Structured investment record at IC | No | Yes — bound at approval |
| Operator data → entry assumption mapping | No | Yes — the data model |
| Decision validity scoring | No | Yes |
Your team will keep Altvia. The question is what holds the IC decision.
Bring us a deal from your pipeline that has already cleared IC. We will show you the structured decision layer the CRM is not designed to produce.