Altrio for large organizations
The Enterprise edition adds firm-wide workflow, reporting, CRM and portfolio tools on top of the same record every Altrio user builds from their inbox. PGIM Real Estate, AEW and QuadReal run on Altrio.
Everything in Altrio Pro, plus:
Workflows you can trust
Build a workflow template for each deal type, made up of stages and tasks. Any task can require approval, so the right people sign off before a deal moves forward. Add conditions so certain tasks only appear when they apply, such as an environmental review on industrial deals. Tasks can also require specific fields or documents before they’re marked complete. Use time-in-stage reporting to see where deals stall.
Dashboards and scheduled reports
Build dashboards for leadership and IC with maps, charts and tables in your firm's own fields, currencies and units. Dashboards use the live pipeline, so IC sees the numbers the deal team is working from. Schedule reports to people inside and outside the firm.
A full CRM
Track every company and contact in one place, with their calls, emails, meetings and notes logged alongside the deals they’re involved in. Store investment criteria for each company and contact, then use it to build target lists of buyers, investors and lenders that match a deal’s sector, market and size. On each deal, track every counterparty’s role, where they stand and, if they pass, why.
Deal marketing and capital raising
Build deal flyers and microsites that pull directly from the deal’s data, and assemble data rooms from files already on the deal. When a prospect signs a CA, Altrio grants them data room access automatically and adds them to your CRM. If they pass, access is revoked. Every signature is recorded in the deal’s audit trail.
Fund and portfolio management
See fund size, deployed equity, dry powder and performance across active and closed deals. Monitor concentration by geography and asset class across the owned portfolio. Track allocation requests and grants to enforce your allocation policy.
Integrations and the REST API
Use the REST API to bring Altrio data into Power BI, Tableau and your data warehouse. Report on your deals alongside the rest of your firm's data, with no manual exports.
Governance and administration
Manage access with SSO, and set roles and permissions down to the individual record. Review every change in a complete audit log. When you remove someone in your identity provider, Altrio removes their access too. A named customer success manager guides onboarding and migrates your historical deals and comps.
Firms that run on Altrio Enterprise
PGIM Real Estate
A $206B investment manager using Altrio across its global business to strengthen its data strategy.
Read the case study →
AEW Capital Management
Complex deal structures, capital allocation and reporting across acquisitions and dispositions, in one system.
Read the case study →
QuadReal Property Group
A $44.2B portfolio across 23 cities, run on one platform.
Read the case study →In their words
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.
Questions, answered
Who is the Enterprise edition for?
How is the Enterprise edition priced?
Can we start with Altrio and move to the Enterprise edition later?
Is our data secure?
Enterprise-grade features, built for organizations like yours
Talk to sales about rollout, migration and pricing.
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