Relationship Management

Nurture the relationships that drive your deal flow

Better deal sourcing and capital raising, built on relationships instead of luck.

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How it works

Turn your deal flow into a relationship record

Your deal flow is your relationships, and most firms don't track them. Who sent what, who's gone quiet, who brings the deals that fit: it all lives in memory, until the person who remembers leaves. Altrio builds the record for you as deals flow.

01

Contacts build themselves

Every inbound deal ties back to the person who sent it, so your contact list builds itself as deals flow. No one logs a call or creates a record by hand. The relationship history is simply there when you need it.

Altrio's Contacts view automatically building a broker's record from an inbound deal email in Outlook, showing a contact list and a profile with a timeline of email, call, and meeting activity.
02

Track relationship health

Altrio surfaces relationship health: your top sources, who sends your best-fit deals, and who has gone cold. You can see where good deal flow comes from, and reach out before a valuable relationship goes quiet.

Altrio's Contacts dashboard tracking relationship health, with Top Sources, Highest Quality, and Going Cold cards above a table listing each contact's firm, opportunities, average fit, and last-active date.
03

Match deals to the right people

Smart counterparty matching and integrated deal marketing help you put a deal in front of the buyers or partners most likely to want it, and keep that outreach tied to the same record as everything else.

Altrio's company profile view showing investment-criteria filters alongside a Matching Deals table of counterparty-matched opportunities.

One platform, from sourcing to close

Up next: plans & pricing

Find the plan that fits how you invest

That's the full loop: sourcing, pipeline, market data, and relationships, each one feeding the next. Compare Altrio Pro and Altrio Enterprise and see it on your own deals.

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01 Deal sourcing & screeningEvery deal in your inbox, captured and scored02 Pipeline managementA pipeline you trust, without the busywork03 Market dataEvery deal you touch compounds your edge
Results

In their words

With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Graham Russell
Graham Russell
Vice President, Americas
Graham Russell's company logo

See which relationships actually produce

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FAQ

Questions, answered

How do contacts get created?
Automatically. Anyone who sends you a deal becomes a contact, so your CRM builds itself from real deal flow.
What relationship information is tracked?
Your top sources, who sends best-fit deals, who's going cold, and the full history of calls, emails, meetings, and notes.
Can Altrio help us market a deal?
Yes. Smart counterparty matching and integrated deal marketing put a deal in front of the right buyers or partners, tracked on the same record.
Is deeper relationship tracking available?
Yes. Altrio Enterprise adds deeper relationship and counterparty tracking.
Do we have to log calls and emails by hand?
No. The relationship history builds itself alongside your deal flow, so there is nothing to log manually.
Is our relationship data secure?
Yes. Altrio is SOC 2 Type II certified. Your relationships, pipeline, and model assumptions stay private to your firm, and your data is never used to train AI models.
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Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.

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