Frequently asked questions

Altius is a portfolio automation and intelligence platform for LPs: family offices and institutional investors. It brings deal flow, portfolio data, liquidity planning, benchmarking and relationships together in one system, and its AI explains what changed, why it matters, and what to do next.

Single and multi-family offices, and institutional investors such as pensions, insurers, endowments and asset managers that invest in private markets.

Security is our top priority. We implement industry-leading encryption, secure authentication, and a dedicated infrastructure to protect your data. Additionally, we integrate with trusted third-party security solutions and offer two-factor authentication (2FA) for data room access.

Yes. Altius is SOC 2 Type II certified and GDPR compliant, and hosted on AWS in the EU. Security documentation is available on request.

Yes, AI is embedded across our platform to enhance efficiency. We leverage AI for document summarization, due diligence automation (DDQs, PPM analysis), cash flow forecasting (using models like Alexander-Takahashi), and intelligent deal recommendations. Our AI solutions are secure and do not store client data.

A dashboard shows what happened. The Altius AI agent answers the questions behind it, across your portfolio, documents, benchmarks and market context, and explains what changed, why it matters and what to review next. Each question is handled by specialized agents for portfolio analysis, portfolio intelligence, benchmark intelligence and market intelligence.

No. Altius gives your team analysis and context to support its decisions. It doesn’t make investment recommendations.

Our onboarding is structured and efficient. We begin with a discovery session to understand your needs, assist with data migration, provide hands-on training, and configure the platform to align with your workflows.

Most teams are live in days, not months: about 30 minutes to connect your investor portals, around 8 hours to load your historical data, and a 1-hour team orientation.

No. Onboarding is designed for investment teams. Altius’s investment-data specialists clean, validate and configure your data around your investment structure.

Our customer success team stays with you, sharing best practice and helping your team get the most out of Altius as your portfolio and needs change.

Yes. Altius is modular, so you can start with what matters most, such as investor portal automation or K-1 extraction, and add more tools later.

Our system maintains a comprehensive audit trail of all transactions and changes, ensuring compliance with internal policies and regulatory requirements.

Yes. Our reporting engine is highly customizable, allowing you to define metrics, apply filters, and generate interactive reports with tables and charts. We also support benchmarking against publicly available data.

Yes. Our platform supports both public and private investments. We integrate with banks and brokers via API or SFTP for public market data while providing tools for managing private assets, including private equity, venture capital, and real estate.

We support a wide range of alternative investments, including private equity, venture capital, private credit, real estate, and digital assets.

Yes, our platform enables real-time tracking of all investment-related cash flows. AI-assisted tools streamline record-keeping to ensure accuracy and timeliness.

Yes. Our document management system allows you to store and categorize investment-related documents such as SPAs, term sheets, and PPMs. AI tools assist with tagging and summarization.

Yes. Our platform allows you to benchmark IRR, TVPI, DPI, and PME across asset classes and vintage years using publicly available data.

We provide AI-powered due diligence tools, including automated DDQ completion, PPM summarization, and document tagging. Additionally, we integrate with data rooms to streamline due diligence workflows.

Yes. Our platform provides dynamic exposure tracking across multiple asset classes, currencies, and geographies, allowing you to drill down into specific sectors.

Yes. We facilitate secondary transactions by connecting users to liquidity providers and offering tools to model secondary sale pricing.

Yes. Our deal-sharing feature allows investors to collaborate within groups, express interest in deals, and access curated investment opportunities.

Altius builds a relationship map from your email: who you know, how strong each relationship is, and the warmest path to the people and firms that matter. You can also extend your reach to experts and potential co-investors.

Yes. Our platform includes AI-driven cash flow forecasting, using models like Alexander-Takahashi to optimize capital deployment strategies.

Altius simplifies investment management by offering an end-to-end solution. However, we also support integrations via APIs, SFTP, and CSV file uploads to ensure flexibility.

Yes. Many teams keep their existing system and add Altius as the automation and intelligence layer. Altius connects to your investor portals, extracts data from PDFs, emails and statements, and can sync structured data to your existing portfolio platform.

The major investor portals and data rooms used by GPs and fund administrators, and over 15,000 custodians. If yours isn't connected yet, we'll connect it. Altius retrieves new documents automatically and extracts capital calls, distributions and NAVs into structured data, so there are no portal logins, downloads or manual data entry.

Yes. We offer secure integrations with custodians, fund administrators, and PMS via APIs and data feeds to enable seamless data synchronization.

Yes. Altius collects K-1s from investor portals and email, extracts the data from the PDFs, consolidates it across managers, funds and entities, and shows which K-1s are still outstanding.

Your team labels the relevant data once with the Data Tagger. From then on, extraction from that format is automated.

Yes. Our platform supports guest access with controlled permissions. You can invite external stakeholders and collaborate within investor groups, such as family office clubs.

Yes. Our platform centralizes investment data by integrating with bank feeds, investor portals, and data rooms. Additionally, our AI-powered document extraction and benchmarking tools help fill in data gaps.

Absolutely. Our platform is highly flexible and customizable. You can configure workflows, define your own investment characteristics, and integrate seamlessly with your existing processes.

We offer multiple data entry options, including manual input, API integrations, and AI-assisted document extraction. Our system also auto-tags key investment details to minimize manual work.

Yes. Altius can also support the recurring administrative work around your family office, alongside the platform. Talk to us about the scope you need.

Yes. Endowments, foundations and registered nonprofits with under $1 billion in investable assets can apply to the Altius Impact Program for the full Altius platform on program terms. Eligibility is confirmed from your documents.

Yes. Family offices can take a free cybersecurity maturity questionnaire, book free consulting to identify risks, and download our free cybersecurity whitepaper.