Pipeline, oversight, IC.
Pipeline visibility, diligence with cited answers, war-room collaboration and quarterly board packs. The partner-meeting deck takes ten minutes.
One system of record for the firms that steward capital.
Altamonte consolidates origination, portfolio oversight, capital operations and investor reporting into a single auditable platform — built for private equity firms, family offices, investment firms and investment managers.
Thirty minutes, modeled against your own fund.
Illustrative data. Not a real fund.
2.0 FTEFinance & ops capacity recovered, year one
40 hrsSaved per portfolio company, per quarter
95%Wire-match rate on bank reconciliation
10×Diligence read-through vs. legacy workflow
One spine. Shaped to how your firm works.
The same audited core runs beneath every engagement. What changes is the surface — the workflows, the reports and the permissions each kind of firm actually needs.
Run the fund from first look to final distribution.
Most mid-market GPs run seven systems and a dozen spreadsheets to answer a single LP question. Altamonte follows the deal end to end: from the CIM in the war room, through the IC vote and the quarterly board pack, to the capital call and the LP statement. The context never resets.
What changes
- A stage-gated pipeline with IC voting, from sourcing to close
- Answers from the data room, with a citation to the source page
- Covenant monitoring and one-click quarterly board packs
- ILPA-template capital calls, waterfalls and fee offsets
40 hrssaved per portfolio company, per quarter, on board preparation
Every entity, every asset class — one confidential view.
Family wealth spans trusts, LLCs and individuals, and direct deals, fund commitments, public portfolios, real estate and cash. Altamonte consolidates it natively, on the same security model and audit trail institutional GPs rely on. No quarterly Excel. No second vendor.
What changes
- Roll-up by trust, LLC, individual and generation
- Direct PE, co-invests, fund commitments, public markets, real estate and cash
- Capital calls from your GPs tracked against every commitment
- Beneficiary and next-generation access, scoped by role
1 viewacross every entity and asset class, with an institutional audit trail
Multiple funds and vehicles. One source of truth.
Running several funds, co-invest vehicles and SPVs multiplies every reconciliation. Altamonte keeps one capital account per investor per vehicle, rolls up to the firm level, and screens every notice against active side-letter terms before it goes out.
What changes
- Firm-wide and fund-by-fund roll-ups from the same ledger
- Side-letter and MFN engine on every call and distribution
- Monte Carlo TVPI bands (P5 / P50 / P95) at the fund level
- Bank-feed reconciliation that runs nightly
2.0 FTEof finance and operations capacity recovered in year one
Reporting your investors trust, without the quarter-end scramble.
For allocators, OCIOs and investment managers who answer to investment committees and clients: one portal where each investor sees exactly their own position, documents and projections. Every download is logged and every figure traces back to a row.
What changes
- Scenario-aware statements with TVPI and IRR projections
- A per-investor document vault with a full download log
- Automated quarter-end requests, reminders and approvals
- Role isolation enforced at the model layer
95%wire-match rate on automated bank reconciliation
The category is fragmented by design.
- Cap tablesVendor A
- Fund accountingVendor B
- ReportingVendor C
- DiligenceEmail & a shared drive
We consolidate that surface into one place, with one source of truth, one permissioning model and one audit trail. A CIM lands and the deal team moves it into the war room. Finance prepares the call, IR drafts the LP notice, and the partner finalizes the board pack, all without switching systems.
Read the approach
Eight pillars. One auditable spine.
Each pillar is independently engineered and independently licensed. Start where the pain is sharpest; every pillar you add inherits the same data, permissions and audit trail.
- 01OriginationSourcing & DiligenceA gated deal pipeline from first tip to IC, with document-grounded Q&A over the data room.
- 02StewardshipPortfolio OversightQuarterly KPIs, covenant evaluation, anomaly detection and one-click board packs.
- 03TreasuryCapital OperationsCalls, distributions, waterfalls and fee offsets, with every dollar traceable to a row.
- 04Investor experienceInvestor ReportingA portal with scenario-aware statements, a document vault and side-letter compliance.
- 05ApertureWealth ConsolidationA multi-entity view for family offices, across direct PE, public markets, real estate and cash.
- 06IntelligenceQuantitative LayerMonte Carlo at the fund level, relationship-graph search and predictive pipeline.
- 07CounselPrivate AI AnalysisConfidential analysis inside your perimeter. Every answer cited; nothing used for outside training.
- 08CadenceWorkflow AutomationCalendar triggers, approval routing and named escalation from the capital call to the audit.
Built around the work, not the org chart.
Most platforms are sold by the seat and shaped by the buyer's department. We followed the work, so every screen is one click from the next thing you would actually do — and every action is attributable to the person who took it.
- 01
Source
The tip enters the pipeline, with its source attributed.
Deal team - 02
Diligence
The data room is queried with cited answers in the war room.
Deal team - 03
Decide
The IC packet goes out, the vote is tallied and the approval is audited.
Partners - 04
Own
KPIs, covenants and the quarterly board pack.
Portfolio ops - 05
Call & distribute
ILPA notices, waterfalls and fee offsets.
Finance - 06
Report
The LP statement that heads off the IR call.
Investor relations
Replaces five tools. Not a sixth.
Firms have tried Allvue, Chronograph, eFront, iLEVEL, Carta and Addepar in various combinations, and still run Excel for the things that matter most. Altamonte is built to absorb that work, not add to it.
| Dimension | Legacy stack | Altamonte |
|---|---|---|
| Deployment | Seven vendors, weeks of integration | One platform, live from day one |
| Data ownership | Locked in vendor silos | Yours alone, fully exportable |
| Diligence cadence | 200+ analyst hours per deal | Hours, with cited answers from the data room |
| LP statements | Static PDF, retrospective | Interactive and scenario-aware |
| Fee offsets | Tracked in the CFO's Excel | Native model with a per-LP MFN engine |
| Board packs | ~20-hour analyst task per portfolio company | One-click PDF each quarter |
| Audit trail | Reconstructed from email and chat | Append-only, every action logged |
Licensed to the firm. Built for the people who run it.
Each role has its own surface, its own permissions and its own view of the audit trail — all working from the same underlying records.
Capital, fees, audit.
Capital call automation, ILPA-compliant notices, NAV waterfalls, fee-offset tracking, bank reconciliation and an audit-ready ledger.
Answers before the call.
Scenario-aware statements, a per-LP document vault, co-invest syndication and side-letter checks on every notice.
The whole picture, by entity.
Cross-asset exposure, multi-entity roll-ups and fund-level forecasting, held to the same security model as the institutional product.
We went from running the firm in twelve spreadsheets, three vendor portals and a shared drive to running it in Altamonte. LP calls are shorter because the portal answers the obvious questions. We had been told for years that ‘one platform’ was a fantasy. It turns out it just hadn't been built.
Managing Director · Mid-market private equity · Vintage 2024
Institutional-grade. Before it was demanded.
Your firm's data is ring-fenced from every other firm on the platform by construction, not by configuration. Every download, financial action and role change is captured in an audit log your auditors can export. The full architecture is available to security and compliance officers on request.
Single-tenant isolation
Every row is scoped to your organization at the model layer.
Append-only audit log
Hash-chained, attributable and exportable for auditors.
Encrypted end to end
TLS 1.3 in transit and HSM-backed key management at rest.
SOC 2 Type II · ILPA
SOC 2 audit in progress. ILPA-conformant notices today.