For fund managers

ESG and fund reporting you can prove

One secure workspace where you collect, analyse and report ESG and financial data — backed by an expert team that helps you stay audit-ready.

The challenge

Sound Familiar?

Common challenges fund managers face

Data collection, reporting and investor relations spread across disconnected systems.

Chasing spreadsheets and documents by hand, which absorbs your team's time.

Investors expect more transparency, more ESG data and self-service access.

Supporting a growing portfolio without expanding your operations team at the same pace.

How AltoaX helps

A complete platform for fund operations

Bring data collection, analysis and reporting together in a single secure workspace.

AI-assisted document processing that helps you gather and structure fund data.

Give investors self-service access to capital accounts, documents and reports.

Surface insights and draft reporting across your portfolio, ready for your review.

Manage your entire fund operation from a single dashboard

Capabilities

Every feature you need, working together

15 field types, conditional logic, automated distribution

AI-assisted extraction from PDFs, Excel, images and scans, traced to source

Portfolio dashboards, KPIs and performance metrics

Self-service access with capital accounts and documents

Branded PDFs with custom sections and visualisations

Context-aware chat with access to your data and documents

Built for private-markets fund managers. No account is created until your request is approved.