Family offices

See what changed across the family’s wealth, why it matters, and what to do next.

One system for every bank, every fund and every entity.

$120BAUM on Altius

4,800+Funds streaming data

SOC 2Type II

GDPRCompliant

Full-Context AI

Ask the question your dashboard can’t answer.

Altius connects every layer of portfolio context.

Why did performance drop, and what exposures are driving it?

Planning: splitting the question across 4 agentsRequest analyzed, 4 agents completed

Portfolio analysis agent

Reviewing your portfolio

Analyzing data

Portfolio intelligence agent

Choosing filters

Searching documents

Benchmark intelligence agent

Selecting the peer group

Comparing by vintage

Market intelligence agent

Choosing market filters

Reading fund signals

AltiusPrivate NAV fell 3.1%. Most of it is Growth Fund III, marked down 9% after two portfolio companies raised at lower valuations. Its late-stage venture exposure is the main driver.Private NAV−3.1%Growth Fund III−9.0%2021 growth peers−6.0%

Liquidity Planning

Cashflow visibility across capital calls, distributions and NAVs.

Data-driven forecasting of PE funds, with a portfolio-level liquidity view.

Relationship Intelligence for LPs

Turn your inbox into a live investment network.

See the context behind every relationship, the warmest path to the people and firms that matter, and reach experts and potential co-investors beyond your own inbox.

JMJames MillerPartner, Northbridge

SpecialtyHealthcare services

Emails this year42

Last contact3 days ago

Connected toEmma Clarke, Harbor Capital

Relationship strength

Warmest path to Northbridge

1,284 contacts312 firms38 warm paths

Warm path to Summit PartnersThrough Emma Clarke, a strong relationshipRequest an introduction

EOElena OrtizOperating partner, healthcare

Healthcare servicesCo-investorExpert

Reachable throughThe Altius network

Request introduction

Hi Elena, we’re reviewing a healthcare platform co-invest and would value your view on the operator.

Introduction requestedSent with your note

AcceptedYou’re now connected

Fund VI opportunityFrom James Miller, NorthbridgeMark as opportunity

Fund VI deck.pdf

New

Buyout Fund VIFrom James Miller

Credit Fund VPrivate credit

In progress

Growth Fund IIIVenture capital

On hold

Invested

Buyout Fund IVPrivate equity

Added to your pipeline, linked to the email and to James Miller

I run a single family office with a team of three. Altius gives us control over our assets, helps us find the right opportunities, and ensures they align with our portfolio.

Daniel J. KleinPresident, Klein Enterprises

Pipeline & Due Diligence

Save ‘time to no’.

Turn an incoming opportunity into a tracked deal in one click, then review it faster with AI.

New

Northbridge Series CVenture capital

Credit Fund IIIPrivate debt

In progress

Harbor Capital Infra IInfrastructure

Growth Fund IVVenture capital

On hold

Coastal RE FundReal estate

Invested

Harbor Capital Infra IInfrastructure

Buyout Fund IVPrivate equity

Credit Fund IIPrivate debt

Co-investment: Northbridge Series CFrom James Miller, Harbor Capital

We’re leading the Series C and have room for two co-investors. Deck and data room access attached.

Northbridge Series C deck.pdfMark as opportunity

Upload a deal for AI-assisted due diligence

Northbridge Series C deck.pdf

How does this deal fit my portfolio?

Portfolio overlapGrowth Fund III already holds Northbridge

Diversification impactVenture capital 18% → 21% of private assets

Case study3 weeks → 3 daysA family office’s time to ‘no’

Auto K-1 Extraction

Remove manual K‑1 processing and tax‑season bottlenecks.

Automated collection, extraction and consolidation across managers, funds and entities.

Schedule K-1(Form 1065) 2025

Partner’s Share of Income, Deductions, Credits, etc.

PartnershipBuyout Fund IV

PartnerFamily Trust

1Ordinary business income412,880

5Interest income18,240

9aNet long-term capital gain1,206,400

19Distributions640,000

Structured K-1 data

Box 1, Ordinary business income$412,880

Box 5, Interest income$18,240

Box 9a, Net long-term capital gain$1,206,400

Box 19, Distributions$640,000

2025 K-1s by entity21 of 2727 of 27

Family Trust12 of 12

Holding LLC7 of 99 of 9

Next-gen account2 of 66 of 6

Export for your tax advisorXLSXK-1 summary, 202527 K-1s, 3 entities

Live in days, not months.

Expert onboarding, aligned to your investments.

30min
Portal integration
8hrs
Historical data ingested
1hr
Team orientation
You’re live
Days, not months

Inside those 8 hours: your historical data is cleaned, validated, and configured.

Capital call notice.pdf

buyout fund iv, l.p.

lp 418

CAPITAL CALL #7

2.4m

14/11/25

Fundbuyout fund iv, l.p.Buyout Fund IV

Investor IDlp 418LP-00418

Notice typeCAPITAL CALL #7Capital call 7

Amount2.4m$2,400,000

Due date14/11/252025-11-14

Called to date$18.6M

Unfunded$6.4M

Next call14 Nov

Buyout Fund IV

Growth Fund III

Real Estate Fund II

Customer successYour quarterly review is ready, with three ways to get more from your dashboards.

New portal connected
Team training booked
Report template updated

Talk about implementation Security & data

One platform for the entire LP lifecycle.

Show all features

3 weeks → 3 daysTime to a ‘no’ decision · Family officeRead the case study A free cybersecurity checkSee where your family office stands todayTake the questionnaire

See what Altius could change for your family office.

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