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:

Atlas Holdings

"We look at our relationship with AltaReturn as a partnership. They have consistently been there for us and have certainly helped us grow into the firm we are today."

Cheri Reeve, Chief Financial Officer

SOSV

"Given AltaReturn’s long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."

Brian Murphy, Financial Controller

Accomplice

"With AltaReturn in place, we have been able to significantly increase how efficient we are in getting our job done."

Travis MacInnes, Partner and CFO

Atlantic | Pacific Companies

"AltaReturn’s deep fund accounting experience was invaluable in getting our first fund up and running."

Matt Smith, Chief Accounting Officer

Socius Family Office

"Given our growth rate, we needed a technology that was going to provide us with the necessary scale to service our clients the best way possible. AltaReturn makes that possible for us."

Mark Baniewicz, CFP, President and CEO

Broadscope Fund Administration

"A Critical component to the formation of Broadscope was to find the best technology available. AltaReturn has proven to be the right choice."

Kevin C. O’Neill, Founder & Managing Partner

Request a Demo

Want to learn more about how AltaReturn helps over 300+ GPs, Admins and Family Offices, get more done across their back office, client communication and portfolio monitoring needs? Just fill out the form below and we’ll be in touch shortly to discuss how we can help.