Getting LPs what the need when they need it

From communicating with investors to fundraising to managing your next event, AltaReturn’s Portal platform does it all.

AltaReturn’s Investor Portals combine the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. With an LP community over 80,000+ users strong, many of the world’s leading endowments, foundations, pensions and advisors are already on the AltaReturn platform.

Dashboards

Intuitive and easy to navigate, your investors will be able to get the information they need when they need it, including the ability to drill-down into cashflows with data exporting capabilities.

Interaction Tool

AltaReturn’s Interactions tool allows investors to update their contact, bank, K-1 or FACTA information right in the AltaReturn system. No need to send highly sensitive information over email.

Fundraising

Full Virtual Data Room (VDR) capabilities with document permissioning, watermarking and custom branding. Extend your VDR with on-line submission of subscription documents.

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

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.

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