Portfolio analytics

Clear visibility across your portfolio

Dashboards, custom KPIs and AI-assisted insights across the companies you back — so you can answer stakeholder questions with confidence

The challenge

Sound Familiar?

Common portfolio visibility challenges

Quarterly reporting cycles that leave you without a clear view in between

Spreadsheet dashboards that need constant updating and upkeep

Questions from stakeholders that take too long to answer

Little visibility of portfolio issues until they have grown

How AltoaX helps

Portfolio intelligence across the companies you back

Dashboards that update as new data flows in from your sources

Configure metrics by portfolio, sector, geography or entity

Ask questions about your portfolio and get clear, considered answers

Notifications when metrics cross the thresholds you set

Track portfolio health, performance and risk metrics in one place

Capabilities

Advanced analytics capabilities

Portfolio dashboards, KPIs and performance metrics

Context-aware chat with access to your data and documents

Excel-like formulas with PE/VC functions (TVPI, DPI, RVPI, MOIC)

Branded PDFs with custom sections and visualisations

From a single fund to multi-strategy platforms