The Altius platform
One connected foundation for your investment office.
Bring your investment information together, understand the context, and carry that understanding into the next decision. Altius connects automation, portfolio intelligence, and investment workflows in one platform.
From investment data to investment decisions.
- Investor portalsStatements, notices, K-1s
- Banks & custodians15,000+ custodians
- Your pipelineDeals, DDQs, documents
- Your relationshipsYour inbox and contacts
Portfolio Context AI
- Evaluate opportunitiesAgainst your portfolio
- Understand your portfolioWhat changed and why
- Plan liquidityCalls, distributions, forecasts
- Activate your networkThe warmest path in
One platform for the entire LP lifecycle.
Automate the data
- Investor portalsStatements and notices retrieved and extracted automatically.Investor portalsExplore more
- Auto K-1 extractionCollected, structured, and tracked through tax season.Auto K-1 extractionExplore more
- Securities & custodians15,000+ custodians, public and private in one view.Securities & custodians
- Automated by AILiveAlways on: every document read, extracted, and structured.Automated by AIExplore more
Manage deal flow
- Pipeline & workspacePipeline, DDQs, documents, and AI memos in one place.Pipeline & workspaceExplore more
- Relationship intelligenceYour inbox as a live network, with the warmest paths in.Relationship intelligenceExplore more
- Co-invest & share ideasConnect with like-minded investors and exchange ideas.Co-invest & share ideasExplore more
- AI deal assessmentCheck a new deal against your portfolio and benchmarks.AI deal assessmentExplore more
Understand the portfolio
- Portfolio & dashboardsEvery asset class, from PE and credit to securities and startups.Portfolio & dashboardsExplore more
- Peer benchmarkingIRR, DPI, MOIC, and PME against public and private peers.Peer benchmarkingExplore more
- Client reportingBranded, drag-and-drop reports from reusable templates.Client reportingExplore more
- Ask beyond the dashboardWhy performance moved, what’s driving it, and what to review.Ask beyond the dashboardExplore more
Plan and act
- Liquidity planningData-driven forecasts of capital calls, distributions, and NAVs.Liquidity planningExplore more
- Risk LensNewStress-test NAVs against real shocks, from 2008 to 2022.Risk LensExplore more
- SecondariesSoonList assets and get quotes from secondary buyers.
- AI liquidity insightsSee which strong-performing funds are creating liquidity risk.AI liquidity insightsExplore more
The next step