Altius

Institutional investors

See what changed across every portfolio, why it matters, and what to do next.

Every fund documented, tracked and traceable, with data integrity, governance and streamlined oversight across multiple portfolios.

$120BAUM on Altius
4,800+Funds streaming data
SOC 2Type II
GDPRCompliant
Investor Portal Integration & Data Extraction

No portal logins. No downloads. No back office data errors.

Automated, and in real time. Every value kept with its source document.

Case study50% productivity increaseAn insurer’s operations team
Full-Context AI

Ask the question your dashboard can’t answer.

Altius connects every layer of portfolio context.

The Altius platform doesn’t just streamline our investments, it orchestrates our entire organization, helping us source and serve our clients with the best opportunities.

Avner StepakOwner, Meitav ($80BN AUM)
Peer Performance Benchmarking

Understand your opportunity cost across public and private markets.

Benchmark assets by strategy, vintage and asset class.

Risk Lens

See how public-market risk affects your private-market portfolio.

Stress-test NAVs against public market factors, or a historical shock.

Liquidity Planning

See funding gaps before they become allocation constraints.

With data-driven forecasting, measured against your allocation target.

Pipeline & Due Diligence

All your opportunities in one place.

Deal-level notes and decision history, with task management for ownership and follow-through.

Ready for your review

Expert onboarding, live in days

30 minFirst portal connected8 hrsHistorical data loaded1 hrTeam orientation

Security

SOC 2 Type II, GDPR, hosted on AWS in the EU. Documentation on data residency, access and permissions, and AI data use.

Request security information

Your existing systems

eFront, Intralinks, Altareturn, SS&C, FIS and Apex portals, 15,000+ custodians, and sync to platforms like Addepar.

Case studies

Case study, Insurance companyFrom cost center to strategic centerHow Altius changed a top-tier insurance company’s private assets operations team.Get the case studyCase study, Asset managerComplex scenarios on the flyAn investment team moved from legacy systems and Excel to custom performance views and reports on demand.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 ManagerRead the case study

One platform for the entire LP lifecycle.

Show all features
  1. 01Automate the dataAIInvestor portals · Auto K-1 extraction · Securities & custodians
  2. 02Manage deal flowAIPipeline & workspace · Relationship intelligence · Co-invest & share ideas
  3. 03Understand the portfolioAIPortfolio & dashboards · Peer benchmarking · Client reporting
  4. 04Plan and actAILiquidity planning · Risk Lens · Secondaries

The next step

Talk to us about your next quarter close.

Tell us how many funds, portfolios and portals you work with. We’ll show you what the quarter looks like in Altius.

Book a demo

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