Pipeline Management

A pipeline you trust, without the busywork

One live pipeline from first look to close, populated from the emails and OMs you were sent. No retyping, no status emails.

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How it works

Built to keep every deal moving

A pipeline you have to ask around to see isn't a pipeline. Deals wait on answers, and deadlines slip. Altrio puts every deal, task, and key date in one live view the whole firm works from to get deals closed.

01

Pass or track each deal in one click

Captured deals wait in your listings view, scored and summarized. One click passes. One click tracks, and the deal enters your pipeline fully populated. Judgment, not data entry.

Altrio's Opportunities screen showing scored, summarized deal cards with one-click Pass and Track buttons, and a tracked deal appearing fully populated in the Active Pipeline's Screening stage.
02

Deals stay current with every broker email.

When a broker sends another email about a deal you already have, Altrio adds it to that deal instead of creating a duplicate. A new bid date updates the record, new attachments are added to the deal's files, and each email is kept as a tab on the deal.

An Altrio deal overview for The Ashwood, a 312-unit multifamily deal from CBRE, with its key metrics, key dates including a call-for-offers date updated from the broker's latest email, its documents and a location map.
03

Count what came in and what fit.

Set any period and read how many deals you were sent and how many fit your buy box, after duplicates are merged. The passed deals stay in the record with the full OM detail, ready when an investor asks how selective you are.

Altrio's deal flow view for January to September: 1,642 emails received, 1,284 unique deals after 358 duplicates merged, and 312 that fit the buy box, with a monthly chart and a list of passed deals that keep their OM, rent roll and T-12.
Need stages with approvals, required fields, IC dashboards and scheduled reports for the whole firm?Explore Altrio Enterprise →

One platform, from sourcing to close

Up next: 03 Market data

Every deal you touch compounds your edge

A pipeline is more than deals in flight. Every deal your team touches, won, passed, or lost, becomes structured market data that sharpens the next one.

Explore market data →
01 Deal sourcing & screeningEvery deal that fits, in one place04 Relationship managementNurture the relationships that drive your deal flow
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, QuadReal Property Group
QuadReal Property Group
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.
Derrick Perkins
Derrick Perkins
Vice President, Investments, Brookfield Properties
Brookfield Properties
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.
Alex Grant
Alex Grant
Real Estate Acquisitions, Scarp Ridge Capital Partners
Scarp Ridge Capital Partners
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.
Kayla Cail
Kayla Cail
Assistant Vice President, AEW Capital Management
AEW Capital Management
[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.
4.6 out of 5 stars
Rated on G2
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FAQ

Questions, answered

Can the whole team work from one pipeline?
Yes. Altrio is one shared source of truth, so everyone sees the same deals, stages, and owners in real time.
Can we customize the stages and workflow?
You can create your own stages. Templates with tasks, approvals and required fields are part of the Enterprise edition.
How do deals get into the pipeline?
In one click. Captured deals wait in your listings view, scored and summarized. Tracking a deal adds it to your pipeline fully populated, and passing takes one click too.
Can we track deals we passed on or lost?
Yes. Active, closed, passed, and lost deals are all tracked, so you keep a full record and can revisit a deal when circumstances change.
What happens when we add a new asset class or geography?
You configure a new pipeline with its own stages and fields. No rebuilding the tracker, no starting the data over.
Is our pipeline data secure?
Yes. Altrio is SOC 2 Type 2 audited, and the report is available on request. Your pipeline, relationships, and model assumptions stay private to your firm, and your data is never used to train AI models.
What if we need approvals, dashboards and scheduled reports?
Those are part of the Enterprise edition, which adds firm-wide workflow, reporting and CRM on the same record. See the Enterprise page or talk to sales.
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