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.

Customization

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.

Reporting

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:

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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