AI-native tools
for every step of the deal process
From data extraction to CRM and deal tracking, Altrio gives investors and brokers everything they need to streamline their workflow and accelerate deal execution.
AI agents can do more with Altrio
The data captured, structured and governed in Altrio is available to Claude, ChatGPT or any other agent through the Altrio MCP server.
- Connect any assistant. An open standard, no lock-in.
- Put them to work. Draft an LOI, refresh an IC memo, pull comps into a model, find where deals stall, all in plain language.
- Governed by default. Agents inherit each user's permissions, audit-logged, never used to train a model.
Data Extraction
Eliminate manual data entry — automate extraction with AI precision and expert validation on every data point.
Learn more about data extractionAutomated deal creation & data extraction
Extracts key transaction and asset details — sale comps, lease comps, unit mix, T12s — from broker and seller files, cutting manual data entry.
AI-powered extraction
AI models and OCR capture key details from offering memoranda, rent rolls, and underwriting models with speed and accuracy.
- Trained expert validation. A trained team reviews and validates extracted data for completeness and reliability, refined continuously to meet institutional standards.
Pipeline & Reporting
Track, analyze, and share every deal — active, closed, passed, or lost — in real time.
Real-time deal tracking
Organize and track deals by status, sector, risk profile, geography, and more.
Configurable pipelines & reports
Customize pipelines and reports in any currency and unit of measure, with the fields and filters you choose.
- Model-driven updates. Update pipelines automatically from underwriting model imports, capturing key return metrics (land cost, purchase price, hold period, IRR).
- Automated pipeline sharing. Share or export deal pipelines with teams at set intervals.
- Dashboards & performance metrics. Visualize pipeline data through dashboards to assess performance.
- Deal overviews. Generate investment committee memos with key deal details, dates, and underwriting assumptions.
- Historical deal insights. Analyze past deals, won or lost, to spot trends and improve decisions.
Workflow Management
Standardize processes, automate approvals, and keep deals on track.
Custom workflow templates
Standardize your process across every stage of the deal.
Stage-specific required fields
Ensure critical data points are captured before a deal can progress.
- Task & approval management. Assign tasks with deadlines, notifications, and structured approvals.
- Integrated document management. Attach — and even require — documents on tasks for context and compliance.
- Smart notifications. Set alerts for task assignments, approvals, and key workflow events.
- Task-level reporting. Monitor outstanding tasks and identify bottlenecks.
Comps & Data Management
Build a dynamic market comps database for faster, smarter underwriting.
Automated market data capture
Build and maintain a database of deals, assets, leases, unit mix, T12s, and underwriting models.
Custom market reports
Create saved markets tailored to your needs across sales, leases, unit mixes, expenses, and models.
- Collaborative market insights. Share market reports with teams so everyone underwrites off the same data.
CRM & Relationship Management
Find, track, and connect with the right investors, lenders, and buyers for every deal.
Learn more about CRM & relationship managementContact database
Maintain a centralized database of companies and contacts.
Requirements tracking
Log investment and lending criteria to streamline outreach and investor alignment.
- Smart counterparty matching. Find buyers, lenders, and investors based on deal-specific criteria.
- Interest & status updates. Track interest levels, stage, and pass reasons to refine future outreach.
- Activity & engagement logging. Capture calls, emails, meetings, and notes for a complete relationship history.
Fund & Portfolio Management
Monitor fund performance and allocate capital with confidence.
Track capital allocations
Track capital allocation across deals and assets.
Fund-level performance metrics
Monitor key fund data, including dry powder, equity deployed, and historical performance.
- Allocation workflow management. Allocate deals to funds and investors through a compliant, auditable process.
Property Marketing & Capital Raising
Market deals to buyers, investors, and lenders, directly from Altrio.
Deal flyers
Build polished, mobile-friendly flyers directly from Altrio — no design tools or duplicate data entry.
Integrated CA management
Send, track, and approve confidentiality agreements using your firm's templates from one workflow.
- Data rooms. Securely share documents and images with automated access control via built-in CA execution.
- Lifecycle-based access. Grant and revoke data room access automatically based on prospect status.
- CRM-connected engagement. Create company and contact records as prospects engage, and track their activity and criteria.
See it on your own deal flow.
Start free in minutes, or talk to us about bringing the whole firm onto Altrio.