Technology to power every phase of every deal

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's Enterprise Solution 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.