Case Studies
From 3 Weeks to 3 Days: Time to 'No'
A Family Office Transformed Their Deal Review Process
A small team reviewing hundreds of opportunities every year was buried in:
- Emails, PDFs, and scattered spreadsheets
- Disconnected notes across Outlook, Dropbox, and Slack
- No single view of deal status, past decisions, or key documents
With Altius’ shared workspace & built-in DDQ tools, the team:
- Reduced ‘time to no’ from 3 weeks to 3 days
- Centralized all deal information, decisions and memos in one live workspace
- Shared learnings across team with zero duplication of effort
“Now, I am able to easily collaborate with my peers on opportunities, and make faster decisions on where and how to invest.”
Marc F
Principal, SFO, Sydney
50% Productivity Increase
Operations Team at a Large Insurance Company
An 11-person ops team manually entered thousands of records monthly:
- Data scattered across multiple investor portals
- Non-intuitive system meant time lost navigating vs analyzing
- Limited ability to monitor fees or performance in real time
After installing Altius:
- Productivity increased 50% — time freed from portal logins and copy-paste
- Data centralized and standardized for instant monitoring
- Team now focuses on fee control and performance insights, not admin work.
“I just mentioned my team's pain, and you came up with a better solution than what we had in mind.”
CEO
Pension
Complex Scenarios on the Fly
Investment Team at an Asset Manager
The team managed billions in alternatives but was stuck in:
- Legacy systems and slow, Excel-based workflows
- Spending hours to answer basic questions like “What’s our IRR?”
- Only able to model performance for pre-configured portfolios, with no ability to run custom views
With Altius, the team can now:
- Tackle highly complex scenarios,
- Review performance over time, and
- Generate customizable reports on the fly.
“I feel I have a god’s eye view: I don’t need someone to code for me a screen, I can get whatever insight I look for.”
PE Manager
From Cost Center to Strategic Center
How Altius Revolutionized a Top-Tier Insurance Company’s Private Assets Operations Team
Download Full Case Study
“The Altius platform doesn’t just streamline our investments – it orchestrates our entire organization, helping us source and serve our clients...”
Avner Stepak
Owner, Meitav ($80B AUM)
