Product Knowledge
What is the typical naming convention of an Entity name?
Fund and the fund number
What is an example of an Institutional Investor?
Endowments, pension funds, mutual funds, hedge funds
What animal are we allowed to bring into the Broomfield office?
Dogs
What do we use JIRA for?
Submit bugs, and requests to the product and engineering team. We now use AHA to submit product ideas.
After posting in supportbuddies or supportsquad, what slack channel should you post next if you didn't get a resolution?
CaseCollab
What does ShareSecure use to organize documents instead of folders?
Categories - but we can now use folders
What team conducts due diligence on a potential operating company?
Deal Team
What Company Value best reflects the Town Hall discussion we have with Brie?
Transparency and Trust
Where can you find the Altvia Handbook and submit FTO?
used to Bamboo HR but now Paylocity. HR can provide the Altvia Handbook.
When you need to see a client arriving at an issue what should you do?
Schedule a Zoom call
What products are used to connect from Outlook/GMail to AIM?
Lightning for Outlook/Gmail (LFO/LFG), AIM Inbox (Cirrus/Zynbit), Email 2 Salesforce (e2sf)
What team contacts potential investors when a new fund is started?
Fundraising Team
What does JEDI stand for?
Justice, Equity, Diversity, Inclusion
What team do you submit a client request/idea to that we can't implement ourselves?
Product Team
Where do you review ShareSecurely email delivery status for an LP/GP?
Postmark
Before sending out an IC batch, what should you make sure is set up in advance on the Investor Record to make sure it is sent to the right person in the correct method?
Investor Contact preferences are set
PE investment funds usually have a life cycle of approximately _____ years.
8-10 years
When was Altvia founded and who was the founder?
2006; Kevin Kelly
What is an example of churn at Altvia?
Clients reducing licenses, cancelling their contract, removing a product from their contract.
What do you do if a client submits cases on a weekly basis for the same request (data imports/reports/dashboards)?
Offer a training call
What are the main features and functionalities of Investor Correspond?
Generate and send Capital Calls, PPMs, Distribution notices, K1s, etc. Add merge fields, Tag Categories to ShareSecure, split docs, see delivery stats.
What is a Private Placement Memorandum and who is it given to?
It is a document given to potential investors that introduces an investment and discloses information about it such as potential rights, risks and rewards of the investment.
What are Altvia's core values?
Transparency and Trust, We Over Me, Accountable in our Actions, Ambitious and Evolving, Action Oriented & Results Driven
What key metric specific to SaaS business do they go over in 940 during the Altvia Scorecard slide to track financial performance?
Annual Recurring Revenue
What is the Altvia Help Center and what is it used for?
A web self-service site that allows end users to familiarize themselves with content to address questions/issues they have. It has how-to articles and user guides.