Allvue Systems Launches New Fundraising Solution for Private Equity and Private Credit Funds

August 22, 2024

Platform Transforms Capital-Raising as Firms Seek to Diversify Their Investor Base

August 21, 2024 – Miami, FL – (BUSINESS WIRE) Allvue Systems, LLC (“Allvue”) a leading provider of investment management solutions, today announced the launch of its innovative Fundraising Software, designed to address growing competition for capital and the challenges of effective fundraising. Complementing Allvue’s Investor Relations solutions, this new fundraising tool streamlines the fundraising lifecycle and enhances operational efficiency, delivering an elevated and professional experience for firms of all sizes and their prospective Limited Partners (LPs).

Addressing Key Challenges in Fundraising

Fundraising has become increasingly competitive, and many fund managers currently identify the competition for capital as a primary challenge. Coupled with the need for transparent investor relations, fundraising can be a daunting task. Allvue’s Fundraising Software addresses these challenges head-on, offering a seamless experience for investment firms to streamline their capital-raising journey and achieve successful business outcomes through improved operational efficiency and enhanced investor transparency.

“Effective fundraising is crucial for investment firms but is often hindered by inefficiencies and fragmented processes.” said Ivan Latanision, Chief Product Officer at Allvue Systems, “Our new Fundraising Solution is a game-changer for firms looking to enhance their fundraising capabilities. By streamlining workflows and integrating all aspects of the fundraising lifecycle into a single platform, we empower our clients to raise capital more efficiently and effectively. This solution reflects our commitment to providing innovative tools that meet the evolving needs of the investment management industry.”

Innovative Features for Enhanced Capital-Raising Efficiency

Allvue’s Fundraising solution features Fundraising Portal and Fundraising Pipeline modules. The Fundraising Portal serves as a centralized hub where prospective investors can access active fundraising. General Partners (GPs) can tailor and configure each data room—spotlighting key fund information, biographies, marketing materials, and more—for a professional, branded experience for investors. GPs using Allvue’s Investor Portal benefit from single-sign-on access across both portals, streamlining user experience and enhancing LP (Limited Partners’) satisfaction.

The Fundraising Pipeline module gives GPs a 360° view of each prospective investor to accelerate their fundraising process. The pipeline module fully digitizes the capital-raising workflows in a customizable way including creating tailored stages and converting team checklists into structured tasks for enhanced efficiency. Integrated data management ensures that investor and prospect data are managed within a single system for complete visibility.

Comprehensive Investor Relations Solutions

Allvue’s Investor Relations solutions enable private capital managers and fund administrators to oversee the entire investor experience, from fundraising to ongoing reporting. With Allvue’s Fundraising, Investor Portal, and Investor & Investment Management (CRM) solutions built on a centralized platform, LPs gain a unified experience—from single sign-on, secure document sharing, and streamlined communications through to Allvue’s investor mailings notice generation tool. “Unifying the investor relations workstream for GPs saves time, allowing for a greater focus on enhancing investor relationships,” said Latanision.

Strengthening Leadership for Continued Innovation

On the heels of Allvue’s latest product release, the company is proud to announce the addition of two seasoned leaders to our executive team, marking a significant step forward in our ongoing commitment to innovation and market leadership.

Ivan Latanision, Allvue’s new Chief Product Officer, brings 25 years of experience and a proven track record of scaling SaaS (Software as a Service) organizations. During his tenure at Insurity, Ivan led product vision, strategy, and management, significantly improving operational effectiveness.

Steven Kilby, possesses an impressive 25-year background in product and technology, joins the executive team as our new Chief Technology Officer. He brings with him expertise from his previous role as CTO at NextGen Healthcare, where he drove innovation in highly regulated environments.

Ivan and Steven’s combined leadership in highly regulated industries reinforces our dedication to delivering enhanced value and transformational growth, ensuring Allvue’s solutions maintain a competitive edge and continue to meet evolving market needs.

About Allvue Systems

Allvue is a leading provider of technology for investment managers in the private capital and credit markets industry. Its mission is to empower superior investment decisions by pairing modern cloud-based software solutions with capabilities across multiple asset classes. Allvue’s software solutions serve the entire investment lifecycle and are seamlessly integrated to provide a comprehensive product suite, serving firms of all sizes worldwide, including private equity managers, private debt managers, public credit managers, fund administrators, and banks.

Allvue was established in 2020 through the merger of Black Mountain Systems and AltaReturn, two leading providers of investment technology solutions. Allvue is headquartered in Miami with locations throughout North America and Europe. With a commitment to innovation and a focus on multiple asset classes, Allvue’s software solutions allow its clients to operate and grow their businesses more effectively by automating manual processes, improving data accuracy and consistency across workflows, and delivering enhanced analytics.