Pipeline Management

A pipeline you trust, without the busywork

One live pipeline from first look to close. Your team stays focused on the deals that matter, and deadlines surface before they slip. No status emails, no manual roll-ups.

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How it works

Built to keep every deal moving

A pipeline you have to ask around to see isn't a pipeline. Deals wait on answers, and deadlines slip. Altrio puts every deal, task, and key date in one live view the whole firm works from to get deals closed.

Pass or track each deal in one click

Captured deals wait in your listings view, scored and summarized. One click passes. One click tracks, and the deal enters your pipeline fully populated. Judgment, not data entry.

Step 1: pass or track from the listings viewPlaceholder: replace with product image

Run the pipeline from a single source of truth

One live view of every deal, for the whole team. Slice it by sector, geography, owner, or map to set priorities and spot deals that need attention. Leadership, IC, and investors get dashboards and scheduled reports. No one builds a report by hand.

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Apply a consistent playbook and analyze performance

Encode your process: stages, tasks, approvals, and the fields required before a deal advances. Notifications put every CA deadline and IC date in front of the right person. Time-in-stage analytics show where deals stall, so you fix bottlenecks instead of guessing.

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Proof

Teams on Altrio run bigger pipelines with less busywork

The world's leading real estate investors, lenders and brokers run on Altrio.

Source of truth for the whole firm

100%

Of your book visible in real time

50%

Less time to screen and underwrite

Deals lost between stages

Altrio gives our team one source of truth for every deal. We spend less time chasing information across inboxes and spreadsheets, and more time on the decisions that move deals forward.

Managing Director, Investments

Institutional real estate investment manager

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Know where every deal stands

One platform, from sourcing to close

Up next: 03 Market data

Every deal you touch compounds your edge

A pipeline is more than deals in flight. Every deal your team touches, won, passed, or lost, becomes structured market data that sharpens the next one.

Explore market data →

01 Deal sourcing & screeningEvery deal in your inbox, captured and scored 04 Relationship managementNurture the relationships that drive your deal flow

FAQ

Questions, answered

Can the whole team work from one pipeline?

Yes. Altrio is one shared source of truth, so everyone sees the same deals, stages, and owners in real time.

Can we customize the stages and workflow?

Yes. Configure stages and fields to match how your firm screens and manages deals. Workflow, with tasks, approvals, and required fields governed centrally, is part of Altrio Enterprise.

Will we be reminded about key dates?

Yes. Attach key dates and approvals to any stage and Altrio notifies whoever is responsible, so a CA deadline or IC date is never left to someone's memory.

How do deals get into the pipeline?

In one click. Captured deals wait in your listings view, scored and summarized. Tracking a deal adds it to your pipeline fully populated, and passing takes one click too.

Can we track deals we passed on or lost?

Yes. Active, closed, passed, and lost deals are all tracked, so you keep a full record and can revisit a deal when circumstances change.

Can leadership and investors see the pipeline without asking the deal team?

Yes. Read-only access and live dashboards keep IC, leadership, and investors current, and scheduled reports go out on the cadence you set.

What happens when we add a new asset class or geography?

You configure a new pipeline with its own stages and fields. No rebuilding the tracker, no starting the data over.

Is our pipeline data secure?

Yes. Altrio is SOC 2 Type II certified. Your pipeline, relationships, and model assumptions stay private to your firm, and your data is never used to train AI models.

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Invest better with Altrio

Bring data-driven insights and automation efficiencies to every aspect of your dealmaking

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