Private equity
Make your portfolio's ESG and reporting something you can prove
One secure workspace where your deal team collects portfolio-company data, prepares LP reports and gets ready for SFDR — with an expert delivery team alongside.
The challenge
Sound familiar?
Common challenges PE firms face
Chasing portfolio companies
The same KPIs get requested from the same companies every quarter, across scattered email threads.
Assembling LP reports
Each quarter, figures are copied between spreadsheets by hand and reconciling them takes real time.
SFDR and TCFD requests
LPs increasingly ask for SFDR PAI indicators and TCFD-aligned disclosures that are hard to pull from source data.
Different templates per vintage
Each fund carries its own templates and metrics, so numbers rarely line up cleanly across vintages.
How AltoaX helps
How AltoaX helps
Purpose-built for private equity operations
One request, every company
Send standardised data requests to every portfolio company at once, with reminders that follow up until the figures come back.
LP self-service portal
Capital accounts, K-1s, quarterly letters and IRR by vintage in one place, so LPs can find answers without emailing your IR team.
SFDR Article 8/9 readiness
Pre-mapped PAI indicators and TCFD-aligned templates help you prepare 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
Capabilities
Built for Private Equity
Features that address your specific needs
Portfolio Analytics
Portfolio dashboards, KPIs and performance metrics
Spreadsheets
Excel-like formulas with PE/VC functions (TVPI, DPI, RVPI, MOIC)
Document Intelligence
AI-assisted extraction from PDFs, Excel, images and scans, traced to source
Investor Portal
Self-service access with capital accounts and documents
Bring your portfolio reporting into one workspace
See how PE firms collect portfolio data and prepare LP reports with AltoaX. No account is created until your request is approved.