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 |
Institutional readiness measurement
Altvia solves CRM, investor relations, and fund administration workflows for private capital. Capital Refinery operates a category Altvia doesn’t: institutional readiness measurement on the operating business itself — graded against the same 10-axis framework that buy-side ICs, lender credit committees, and LPs use to evaluate. The artifact carries a deterministic fingerprint and a public verification URL.
The two product surfaces don’t compete — they operate at different layers of the stack. Altvia handles CRM and IR workflow; Capital Refinery handles structural readiness measurement and decision integrity. See institutional readiness and the same-engine architecture for the dimension Altvia doesn’t address.
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.
Keep Altvia if you need Salesforce-based CRM for PE pipeline + LP relations. Use Capital Refinery when you need a neutral, evidence-backed readiness artifact that shows what will survive institutional review.
Capital Refinery is the institutional measurement layer. It does not replace Altvia; it sits next to it. The decision to engage is a routing decision, not a swap.
Working with an advisor or AI consultant? Use CR as the independent measurement layer via the Modernization Impact Review. Want to shape the methodology? Apply as a design partner.