Comparison · Updated July 2026

Capital Readiness vs Altvia: Private Capital CRM vs Fundraise Readiness

Altvia is a Salesforce-built CRM for the full private capital fund lifecycle — client management, PPM generation and tracking, deal pipeline — priced from around $1,800/year plus implementation. Capital Readiness solves a narrower, earlier step: getting raise-ready and matched to the right LPs and GPs.

Explore Capital Readiness →Talk to a real person
TL;DR

Altvia manages your fund lifecycle in Salesforce. Capital Readiness gets you funded.

Pick Altvia if
✓You already run on Salesforce and want a CRM built for the full fund lifecycle
✓Automated PPM generation, distribution, and tracking fits your fundraising process
✓You need client management, benchmarking, and modeling across an existing investor base
✓You have budget for CRM licensing ($1,800+/year) plus implementation and data migration
Pick Capital Readiness if
✓You are an emerging manager who needs to look investor-ready, not run a Salesforce CRM
✓You need investor tier scoring against angel to institutional
✓You want LP-GP matching, not a CRM to manage relationships you already have
✓You are an Indian or emerging market fund manager
Full comparison

Feature by feature

FeatureAltviaCapital Readiness
Primary purpose✓Private capital CRM built on Salesforce, full fund lifecycle✓Fundraise readiness and investor matching
Fundraise data room~VDR and LP portal available as an add-on module✓10 sections, 51 items, structured, built in
Investor tier scoring×Not offered✓Angel, Accelerator, Seed VC, Institutional
LP-GP matching×Not offered — CRM for relationships you already have✓Live matching engine
PPM generation and tracking✓Automated generation, distribution, and tracking×Not offered
Deal tracking / pipeline✓Custom checklists, fund details, metrics tracking~Investor matching serves a similar goal differently
Pricing~From ~$1,800/year plus $2,000-$15,000+ implementation✓Credit-based, INR-friendly
India-specific structures×Not a specialization✓Native Indian founder context
What Altvia does better than us — honestly.
Altvia's Salesforce foundation and full-lifecycle modules — automated PPM generation and tracking, client management, deal pipeline — are genuinely useful if you're already invested in the Salesforce ecosystem and managing an existing fund lifecycle. Capital Readiness is narrower by design: it doesn't try to be a CRM.
The philosophical difference

A CRM for the fund lifecycle vs. a tool for getting funded.

Altvia's assumption: private capital firms need a Salesforce-native CRM spanning fundraising through portfolio management. Capital Readiness's assumption: emerging managers need to look investor-ready and get matched to the right LPs before that full-lifecycle CRM is even relevant. The two can coexist at different stages of a fund's life.

Start where you are

Not raised yet? Build your data room first.

Free to start. Investor tier scoring included. Built for Indian and emerging market fund managers.

Open Capital Readiness ↗Also see: vs DealCloud →