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, 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.

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.

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.

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

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.