Document-grounded analyst Q&A
Drop in a CIM and ask anything. Answers cite the source page, and follow-up questions on the same data room are fast and inexpensive.
Eight pillars. One tenant. One auditable spine.
Each pillar is independently engineered and independently licensed. Together they form the operating substrate of an investment firm, from origination through LP reporting, with the same authentication, authorization model and audit trail end to end.
- Deployment
- Single-tenant · live in days, not quarters
- Licensing
- Per pillar. Start where the pain is sharpest.
- Data
- Yours alone, fully exportable
Sourcing & Diligence.
Every deal, from cold tip to close.
A stage-gated pipeline runs from sourcing through screening, diligence and IC review to closed or passed. Transitions are controlled by policy, and the data room drops straight into the deal. The deal team works inside it: a war room with assignable checklists, threaded comments, an IC vote tally, and Q&A over the uploaded materials with every answer cited.
- Pipeline kanban
- Stage transitions are audit-logged and gated by IC.
- Deal Lens
- Document-grounded Q&A with citations to the source page. Follow-up questions on the same data room are fast and inexpensive.
- War room
- Live diligence checklist, threaded comments with @mentions and real-time presence.
- IC vote
- Approve, reject or abstain, tallied automatically.
- Source attribution
- Banker, proprietary, advisor or intro, ready for annual league tables.
Most used byPrivate equity deal teams, investment firms and family offices making direct investments
Portfolio Oversight.
Real-time portfolio control without the spreadsheet rebuild.
Each quarter, every portfolio company submits its KPIs. Altamonte turns those rows into fund-level roll-ups, covenant alerts, forecast bands and board-ready PDFs. The covenant engine evaluates rules nightly, and the anomaly monitor flags any KPI that drifts more than two standard deviations from its eight-quarter trend.
- Quarterly KPIs
- Revenue, EBITDA, headcount and net debt, captured per portfolio company each quarter.
- Covenant & anomaly monitor
- Leverage, interest coverage and fixed charge, plus statistical drift detection.
- Bottom-up forecasting
- Bear, base and bull cases, eight quarters out, per portfolio company.
- One-click board packs
- Pulls the trailing eight quarters of KPIs and computes YoY change and variance to plan.
- Sector benchmarking
- Compare any portfolio company with its peers in your portfolio.
Most used byPrivate equity firms, growth investors and operating partners
Capital Operations.
Capital flows you can audit to the row.
Commitments, capital calls, distributions, allocations, waterfalls and fee offsets. Every record is tied to a fund, every fund to a tenant, and every action to a user. The waterfall simulator is slider-driven and shareable. The management fee waterfall walks from gross fee through applied offsets to net fee, and flags side-letter MFN overrides automatically.
- Calls & distributions
- Multi-step approval workflow, automatic pro-rata allocations and ILPA-template PDFs.
- Waterfall simulator
- Return of capital → preferred return → catch-up → carry, with per-LP allocation.
- Management fee waterfall
- Transaction, monitoring, broken-deal, director, advisory and placement offsets, with a per-LP MFN engine.
- Bank-feed reconciliation
- CSV import (Plaid format), automatically matched by amount and memo.
- Capital account ledger
- Every contribution, distribution, fee and gain, per investor and per fund.
Most used byCFOs, controllers and fund administrators at every type of firm
Investor Reporting.
LPs check in once. They leave with the answer.
Most investor portals show the past. Altamonte shows what is likely to happen. Each LP's quarterly statement carries a forward projection of expected fund-end TVPI and IRR at current NAV and exit assumptions. Sliders let the LP stress-test exit timing and multiple for themselves, and the IR call gets shorter accordingly.
- Scenario-aware statements
- Sliders for exit timing and multiple. The projection re-runs in the browser.
- Per-LP document vault
- Capital call notices, distribution notices, K-1s and side letters. Every download is logged.
- Co-invest invitations
- Eligible LPs see opportunities in their portal and can express interest with sizing.
- Side-letter compliance
- A pre-flight check on every call and distribution surfaces MFN conflicts before anything is sent.
- Role isolation
- The LP role is sandboxed at the model layer, not just the controller.
Most used byIR teams, investment managers and allocators reporting to clients
Wealth Consolidation.
One dashboard for every dollar, across every entity.
Most family offices stitch direct PE, public markets, real estate and cash into a quarterly Excel. Altamonte consolidates them natively. Every holding posts to a specific entity (trust, LLC or individual), and the dashboard rolls up by asset class, by entity and by generation. It uses the same authentication, audit trail and role model as the institutional product, with no second login.
- Multi-asset dashboard
- Direct PE, fund commitments, public equities, real estate, art, operating businesses and cash.
- Entity-aware
- Filter the entire dashboard by trust, LLC or individual.
- Next generation
- A beneficiary portal with access scoped by role and entity.
- Inherits the spine
- The same audit log as the GP product. Private by design.
- Roadmap
- Multi-entity ownership graph, unified bill pay, and a philanthropy module (DAF and 990-PF).
Most used bySingle- and multi-family offices, principals and their CIOs
Workflows that did not exist two years ago.
Quantitative capabilities that were out of reach at this price point before the current generation of models. Altamonte ships them today, with citations and grounding, and without the press-release vocabulary.
Relationship intelligence graph
Every person across the firm, LPs, portfolio companies, advisors and targets, in one graph. Path-finding returns a real chain of warm introductions, and LP emails are never exposed across firm walls.
Bottom-up Monte Carlo
Thousands of trials over quarterly portfolio-company forecasts produce a TVPI distribution with P5, P50 and P95 bands and a contribution breakdown, in seconds.
Operations & predictive
Natural-language operations (type a question into ⌘K and get a live table), a predictive pipeline, and LP close-probability scoring for fundraising.
Private AI Analysis.
Your firm's analyst, bound by your perimeter.
Confidential analysis on confidential data. The platform runs grounded LLM workloads against your records inside your environment. No document leaves the perimeter, no record is used to train an outside model, and every answer cites its source page. You get the leverage of a senior associate on every CIM, every LPA and every earnings call.
- Document-grounded Q&A
- Across CIMs, side letters, LPAs, subscription documents and board minutes, with every answer cited.
- Side-letter extraction
- Unstructured PDFs go in and structured MFN engine rows come out.
- Call & minute summaries
- Variance flags, shifts in tone, and topics that recurred or stopped recurring.
- Comparable transactions
- Looked up against your own historical deal book, so the comps and the context are yours.
- Filing & report digest
- What changed in a report and who needs to see it, with the relevant excerpt attached.
- Confidential by default
- No outside training, and no record leaves the platform.
Most used byFamily offices and firms with strict confidentiality mandates
Workflow Automation.
The operational rhythm, on rails.
A private capital firm runs on cadences. Capital calls follow deal closes, KPIs follow quarter end, distributions follow exits, and board packs follow mark dates. Altamonte runs that rhythm for you, with calendar triggers, recurring jobs, multi-step approval routing, and retries with named escalation when something stalls.
- Capital call cascade
- T-30, T-7 and T-1 reminders to LPs, with escalation to the finance team when a payment is overdue.
- Quarterly KPI requests
- Sent to portfolio companies at quarter end, with follow-ups on a configurable schedule.
- Wire batches
- Multi-step approval routing with named approvers and audit-logged sign-offs.
- Side-letter pre-flight
- Every notice is screened against active clauses and blocked automatically on conflict.
- Daily bank reconciliation
- Auto-match runs nightly, and unmatched wires go to the finance queue.
- Calendar-triggered board packs
- Drafts are generated for each portfolio company on the mark date, ready when the deal lead opens the page.
- LP onboarding
- Welcome, documents, portal access and first-statement notification, end to end.
- Expiry alerts
- NDAs, subscription documents and KYC re-screening windows, surfaced before they lapse.
- Audit compilation
- SOC and ILPA audit-trail extracts assembled on a schedule for the auditor's portal.
Most used byOperations, finance and compliance teams
Illustrative data.
Read-only. Revocable. Audited.
All third-party integrations are read-only and revocable. We do not move money on your behalf, and we do not write to your bank or custodian. The platform's job is to consolidate, not to act. Deeper write-back integrations are available under a custom engagement.
| Integration | Use | Status |
|---|---|---|
| Plaid / Finicity | Bank feed for capital call reconciliation | Live · OAuth in beta |
| DocuSign | Subscription documents · side-letter execution | Live |
| Bloomberg B-Pipe / Refinitiv Eikon | Public-market pricing & FX for the wealth overlay | In development |
| PitchBook / S&P Capital IQ | Comp data & market context for diligence | In development |
| Preqin | LP universe intelligence · fund benchmarks | In development |
| Burgiss / Cambridge Associates | LP-grade benchmarking & PME calculations | Roadmap |
| BNY Mellon · Northern Trust · State Street | Custody-bank reconciliation & cash-position feeds | Roadmap |
| SS&C Investran / Citco | Fund-administrator two-way sync for hybrid setups | Roadmap |
| MSCI ESG / Sustainalytics | Portfolio ESG ratings & GRI / SASB alignment | Roadmap |
| ComplyAdvantage / World-Check | AML & KYC screening for new LPs and counterparties | Roadmap |
| iManage / NetDocuments | Document management for legal-led firms | Roadmap |