Marlin completes significant majority investment in Altvia to support continued growth

LOS ANGELES, July 26, 2022 – Marlin Equity Partners (“Marlin”) is pleased to announce that it has completed a significant majority investment in Altvia Holdings Inc. (“Altvia”), a leading provider of investor communications and data management software that serves the private capital markets. The company’s comprehensive product suite enables private equity, venture capital, fund of funds and other participants in the private capital markets to effectively and efficiently manage mission critical data, improve communications and develop industry relationships through a vertically-tailored software platform. The transaction enables Altvia to further expand its leadership position within the software ecosystem for alternative asset managers by accelerating product innovation and supporting the go-to-market function.

“We are incredibly proud of the market-leading products and loyal customer base that we have built at Altvia,” said Brie Aletto, CEO of Altvia. “Marlin shares our strategic vision of equipping private capital markets participants with purpose-built systems to drive world class partnerships between Limited Partners and General Partners. We are thrilled to partner with Marlin as we enter the next phase of growth.”

“Participants in the private capital markets are rapidly adopting new technologies to drive improvements and efficiencies, as they navigate increasing demands from regulatory bodies, ESG impacts and expanding partnerships with Limited Partners,” said Nick Lukens, a managing director at Marlin. “We look forward to providing our operational expertise and financial support to further advance Altvia’s position in the market, accelerate technological innovation and enhance its existing product capabilities for the current and future customer base.”

Financial details of the transaction have not been disclosed. Massumi + Consoli LLP acted as exclusive legal advisor and Oliver Wyman acted as market advisor to Marlin. Raymond James served as exclusive financial advisor, and Holland & Hart LLP served as exclusive legal advisor to Altvia.

About Marlin Equity Partners

Marlin Equity Partners is a global investment firm with over $8.1 billion of capital under management. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company’s outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed over 200 acquisitions. The firm is headquartered in Los Angeles, California, with an additional office in London. For more information, please visit

About Altvia

Altvia is a market-leading provider for investor and deal management systems specifically built for private capital market firms. Founded in 2006, Altvia has hundreds of clients and supports over 40,000 Limited Partner investors. The company’s mobile-optimized platform (AIM, ShareSecure, Correspond and Answers) is transforming the way General Partners deliver continuous value, real-time decision support and secure communications to their valued constituents. Marquee firms across multiple verticals trust Altvia to optimize operational functions and enable critically important communications. For more information, please visit

For additional information, please contact Peter Spasov at (310) 364-0100 or via e-mail at