An un-paralleled set of tools for GPs to understand every aspect of their business
From fundraising to portfolio monitoring to financials, spot trends and manage risk across the firm with easy-to-use data visualization and reports
AltaReturn’s Business Intelligence solution leverages Microsoft Power BI to give key decision makers – across the entire firm – an easy to use solution to answer important questions such as: What are the risks and opportunities in our deal pipeline? Where are we in the fundraising process? Where are we having the most (and least) success? How well are we projecting fee revenue from budget?
Deal pipeline
Analyze your deal pipeline by geography, industry and team member, while tracking source effectiveness, costs, progress, tasks and lost deals
Portfolio company analysis
Easily spot trends in your portfolio companies’ financials and metrics. Monitor your portfolio’s cost basis, value, exposures and multiples
Fundraising
Save time during fundraising by focusing on what’s working – and avoiding what’s not, while tracking opportunities by source and people
Risk Management
Reduce variances between budgets and actuals. Accurately project forward-looking revenue across deals, companies and investors
Integration
Full compatibility across all AltaReturn modules – Portfolio Monitoring, CRM, Corporate Accounting
What Our Clients Are Saying:
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