Gain complete visibility & control over your investments
Gain a portfolio-centric view of your investments, with drill-down access into all associated deals and assets.
Make Data Driven Decisions to Maximize Your Returns
Optimize your portfolio and make informed investment decisions with clear insight into your owned assets and active deals.
Capabilities that drive portfolio management success
Automatically maintain accurate portfolio data
Eliminate manual updates. As deals progress, changes to key metrics, such as investment amount or probability of close are automatically summarized at the portfolio level.
Track and report on performance
Track portfolio performance with interactive charts, maps, tables, and custom fields. Shareable dashboards and detailed reports ensure stakeholders stay informed with key metrics like fund size, equity and debt investments, dry powder, and more.
Streamlined fund allocations
Simplify the process of requesting and managing investment allocations across funds. Notify fund managers of new opportunities, track allocation requests and grants and ensure compliance with your firm’s allocation policy.
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.
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.