A pipeline you trust, without the busywork
One live pipeline from first look to close. Your team stays focused on the deals that matter, and deadlines surface before they slip. No status emails, no manual roll-ups.
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.
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.
Run the pipeline from a single source of truth
One live view of every deal, for the whole team. Slice it by sector, geography, owner, or map to set priorities and spot deals that need attention. Leadership, IC, and investors get dashboards and scheduled reports. No one builds a report by hand.
Apply a consistent playbook and analyze performance
Encode your process: stages, tasks, approvals, and the fields required before a deal advances. Notifications put every CA deadline and IC date in front of the right person. Time-in-stage analytics show where deals stall, so you fix bottlenecks instead of guessing.
Compare plans
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.
Know where every deal stands
Sign up freeQuestions, answered
Can the whole team work from one pipeline?
Can we customize the stages and workflow?
Will we be reminded about key dates?Enterprise
How do deals get into the pipeline?
Can we track deals we passed on or lost?
Can leadership and investors see the pipeline without asking the deal team?Enterprise
What happens when we add a new asset class or geography?
Is our pipeline data secure?
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.