AI-native tools
for every step of the deal process
From data extraction to CRM and deal tracking, Altrio gives investment teams everything they need to streamline their workflow and accelerate deal execution.
AI agents can do more with Altrio
The data captured, structured and governed in Altrio is available to Claude, ChatGPT or any other agent through the Altrio MCP server.
- Connect any assistant. An open standard, no lock-in.
- Put them to work. Draft an LOI, refresh an IC memo, pull comps into a model, find where deals stall, all in plain language.
- Governed by default. Agents inherit each user's permissions, audit-logged, never used to train a model.
Data Extraction
Eliminate manual data entry — automate extraction with AI precision and expert validation on every data point.
Learn more about data extractionAutomated deal creation & data extraction
Extracts key transaction and asset details — sale comps, lease comps, unit mix, T12s — from broker and seller files, cutting manual data entry.
AI-powered extraction
AI models and OCR capture key details from offering memoranda, rent rolls, and underwriting models with speed and accuracy.
- Trained expert validation. A trained team reviews and validates extracted data for completeness and reliability, refined continuously to meet institutional standards.
Pipeline & Reporting
Track, analyze, and share every deal — active, closed, passed, or lost — in real time.
Real-time deal tracking
Organize and track deals by status, sector, risk profile, geography, and more.
- Deal overviews. Generate investment committee memos with key deal details, dates, and underwriting assumptions.
- Historical deal insights. Analyze past deals, won or lost, to spot trends and improve decisions.
Comps & Data Management
Build a dynamic market comps database for faster, smarter underwriting.
Automated market data capture
Build and maintain a database of deals, assets, leases, unit mix, T12s, and underwriting models.
Custom market reports
Create saved markets tailored to your needs across sales, leases, unit mixes, expenses, and models.
- Collaborative market insights. Share market reports with teams so everyone underwrites off the same data.
CRM & Relationship Management
Every contact builds itself from the deals people send you.
Learn more about CRM & relationship managementContact database
Maintain a centralized database of companies and contacts.
Need enterprise-grade features?
Workflow with approvals, configurable dashboards, a full CRM, deal marketing, and fund and portfolio management are part of the Enterprise edition.
See the Enterprise edition →
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.