Nurture the relationships that drive your deal flow
Better deal sourcing and capital raising, built on relationships instead of luck.
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.
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.
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.
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.
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.
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM, and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.
Our ultimate goal was to sharpen and expand how we leverage data in our investment process as part of our journey to become a leader in the use of advanced analytics in our space. Altrio is helping us manage and put to use the large volume of information we receive every day, making our work more efficient and helping us make better investment decisions.
This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Altrio.
[Altrio] provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making.
See which relationships actually produce
Sign up freeQuestions, answered
How do contacts get created?
What relationship information is tracked?
Can Altrio help us market a deal?
Is deeper relationship tracking available?
Do we have to log calls and emails by hand?
Is our relationship data secure?
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.