Stop Chasing Portfolio Companies for Quarterly Data
Automate the data collection, LP reporting, and ESG compliance that consumes your deal team's time
Sound Familiar?
Common challenges PE firms face
Portfolio Company Chase
Your team sends 47 emails per quarter chasing the same KPIs from the same companies
LP Report Assembly
Four analysts spend two weeks every quarter copying data between spreadsheets
Article 8/9 Pressure
LPs now require SFDR PAI indicators and TCFD disclosures you cannot produce
Fund II vs Fund III
Each vintage has different templates, different metrics, different chaos
How AltoaX Helps
Purpose-built for private equity operations
One Request, Every Company
Send standardised data requests to all portfolio companies with one click. Auto-reminders until they respond.
LP Self-Service Portal
Capital accounts, K-1s, quarterly letters, and IRR by vintage. LPs stop emailing your IR team.
SFDR Article 8/9 Ready
Pre-mapped PAI indicators and TCFD templates. Export audit-ready disclosures for your fund documents.
Cross-Fund Analytics
Compare TVPI, DPI, and MOIC across funds, vintages, and sectors in one dashboard.
Monitor portfolio company performance, ESG metrics, and LP reporting in one view
Built for Private Equity
Features that address your specific needs
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Spreadsheets
Excel-like formulas with PE/VC functions (TVPI, DPI, RVPI, MOIC)
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Investor Portal
Self-service access with capital accounts and documents
Ready to Cut Reporting Time by 80%?
See how PE firms collect portfolio data in days, not weeks
Book a Demo