Plans & pricing
Small team or global institution, there is a plan for you
Altrio Pro gets deal teams managing deals in minutes.Altrio Enterprise gives large firms a powerful platform to run on.
Pro
For individuals and small teams who want an AI-powered pipeline, fast.
$49/ user / month
Start free- Live email connection
- Automatic deal capture and scoring
- Simple, fast pipeline management
- Comparables database
- AI chat interface
- Enterprise-grade security
Enterprise
For larger teams that need a scalable, flexible platform with institutional-grade controls.
Custom
Tailored to your needs, with white glove onboarding.
Talk to sales- Everything in Pro, plus
- Configurable workflows
- Portfolio allocations
- Full-featured CRM
- SSO and role-based permissions
- API integrations
- Premium support
Compare plans
Everything in each plan
| Capability | Pro | Enterprise |
|---|---|---|
| Deal sourcing & screening | ||
| With Outlook or Gmail connected, deals from whitelisted senders are captured and structured automatically | ✓ | ✓ |
| Every deal is scored against your buy box the moment it arrives | ✓ | ✓ |
| Deal and asset overviews reveal key metrics, leases, unit mixes, T12s and more in one place | ✓ | ✓ |
| Deal and asset overviews can be customized | ✓ | |
| Every extracted datapoint is validated by a human analyst | ✓ | |
| New deals are routed to the right team and workflow automatically | ✓ | |
| Passed deals can be monitored — when the asset trades, a sale comp is created automatically | ✓ | |
| Pipeline management | ||
| Active, closed, passed and lost deals are tracked in one live view | ✓ | ✓ |
| Fields can be sorted, filtered and modified — then any slice of your pipeline saved down as a reusable report | ✓ | ✓ |
| Any pipeline exports to Excel or PDF | ✓ | ✓ |
| Underwriting fields update automatically from imported models | ✓ | |
| All imported model versions are retained — and can be compared to see what changed | ✓ | |
| Fields can be added or relabeled, and formulas generate calculated values throughout the platform | ✓ | |
| Deal teams can be assigned, and the pipeline grouped by who's working on what | ✓ | |
| Configurable dashboards report on your pipeline — maps, charts and tables | ✓ | |
| Reports are emailed on a set schedule to internal and external contacts | ✓ | |
| Market data | ||
| Data from deals and comps is automatically extracted and structured into a searchable database | ✓ | ✓ |
| Markets built with filters roll up the relevant deals, assets and their data, and report on their financials and metrics in one place | ✓ | ✓ |
| Deals and comps are searchable on a map | ✓ | ✓ |
| Your assumptions are benchmarked against all your historical underwriting models in a market | ✓ | |
| Demographic and economic data on every overview — income, population and employment | ✓ | |
| Your owned portfolio's rents and transactions can be used as comps | ✓ | |
| Workflow management | ||
| Stages can be created to move deals through your pipeline | ✓ | ✓ |
| Custom workflow templates per deal type with tasks, milestones, approvals and conditional logic | ✓ | |
| A single workflow template update applies to every active deal | ✓ | |
| Key fields can be required before a deal moves to the next stage | ✓ | |
| Documents attach to deals and tasks and can be required by stage — with one repository for due diligence | ✓ | |
| Notifications keep your team on top of every task | ✓ | |
| Task status can be reported across all deals, and task lists exported | ✓ | |
| Time-in-stage reports show where deals stall | ✓ | |
| CRM | ||
| Contacts who share real deals with you are captured and saved | ✓ | ✓ |
| Your top sources, best-fit senders and who's going cold are all visible | ✓ | ✓ |
| Follow-ups are tracked so you stay on top of every contact and deal | ✓ | |
| Notes, calls, emails and meetings can be logged across companies, contacts, deals, assets, portfolios and markets | ✓ | |
| Investment criteria are stored on each company and contact to target the right buyers, lenders and investors | ✓ | |
| Buyer and lender target lists can be built by sector, market and deal size | ✓ | |
| Counterparty role, stage, status, interest and pass reasons are tracked per deal | ✓ | |
| AI & integration | ||
| Any data in your environment can be queried in plain English | ✓ | ✓ |
| Reports are built and models updated automatically using Claude, ChatGPT or another MCP connector | ✓ | ✓ |
| Live comps and deal data pull straight into your Excel models | ✓ | ✓ |
| Public REST API for Power BI, Tableau and data warehouses | ✓ | |
| Portfolio management | ||
| Fund size, deployed capital and performance are tracked and reported, with shareable summaries | ✓ | |
| Capital allocations from funds to deals, with full audit trail | ✓ | |
| Multi-asset deals and full capital stacks are tracked, with equity-deployed and dry-powder roll-ups | ✓ | |
| Owned-asset data, documents and key dates are centralized — ready for refinancing or sale | ✓ | |
| Geographic and asset-class concentration across your owned portfolio | ✓ | |
| Property marketing & capital raising | ||
| Mobile-friendly deal flyers and microsites are built from your deal data | ✓ | |
| Secure data rooms with access granted and revoked automatically by counterparty status | ✓ | |
| CAs and NDAs are executed with firm templates, status tracking and a full audit trail | ✓ | |
| Security & administration | ||
| SOC 2 compliance | ✓ | ✓ |
| A complete audit log of every change | ✓ | |
| Configurable team roles and record-level permissions | ✓ | |
| SSO | ✓ | |
| Onboarding & support | ||
| Self-serve setup in minutes — no implementation neededPro only | ✓ | |
| Guided onboarding and a named customer success manager | ✓ | |
| Historical deals and comps migrated in for you | ✓ | |
FAQs
Questions, answered
Is Altrio Pro really free to try?
Yes. You can connect your inbox, define your buy box and see a scored pipeline without paying anything up front. Setup takes minutes.
How is Pro different from Enterprise?
Pro is a fast, focused entry point for an individual or small team: capture, summarize and score deals from your inbox. Enterprise adds firm-wide, configurable workflows, portfolio management and a full CRM, with institutional governance, and dedicated support.
Can I upgrade from Pro to Enterprise later?
Anytime. Pro is designed as a starting point, and you can move up to Enterprise as your organization's needs grow — without losing your work.
Is my data secure? Do you train AI on it?
Every query, extraction and agent action runs inside the same permission and audit controls institutional customers rely on. Access is inherited automatically, everything is audit-logged, and no customer data is ever used to train AI models.
See it on your own deal flow
Start free in minutes, or talk to us about bringing the whole firm onto Altrio.