Case studies
Case studies
How family offices, insurers and asset managers use Altius across deal review, data operations and portfolio analysis.
Family officeFrom 3 Weeks to 3 Days: Time to ‘No’A family office transformed its 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.
Insurance company50% Productivity IncreaseOperations 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
With Altius, the team:
- 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.
Asset managerComplex Scenarios on the FlyInvestment 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
- 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.
Full case study · free download
From Cost Center to Strategic Center
How Altius revolutionized a top-tier insurance company’s private assets operations team
Download the full case studyThe Altius platform doesn’t just streamline our investments – it orchestrates our entire organization, helping us source and serve our clients...
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