Insight into your holdings has never been easier
Using Excel to collect data and KPIs from your portfolio companies and holdings will only get you so far. There IS a better way to make better, faster decisions.
Easily configure input screens, data checks and reports while overlaying your own custom processes and workflows. Set automated alerts and email reminders to stay on top of your information. Use AltaReturn’s Business Intelligence solution and data visualization tools for unmatched to spot trends and risks in your holdings.
Easily configure input screens, data checks and reports while overlaying your own custom processes and workflows. Set automated alerts and email reminders
Import and Mapping
Import data from native Excel spreadsheets, map to appropriate fields and normalize data for apples-to-apples comparisons.
Provide internal stakeholders, operating partners and LPs with both qualitative and quantitative information - customize the level of detail based on constituent.
What Our Clients Are Saying:
"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
"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
"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
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
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.