Centralize deal and investor data
One real estate software to manage and execute upon your entire capital raising process.
Simplify Your Process and Centralize Your Critical Data
Altrio's Enterprise Solution streamlines the process of raising capital by centralizing deal marketing, document sharing, CA management, and investor engagement—all in one place.
Capabilities that drive capital raising success
Build and share polished deal flyers
Create mobile-friendly flyers directly in Altrio's Enterprise Solution—no exporting, reformatting, or third-party tools required. Present your deals with images, maps, key facts, and contact details, and drive engagement with clear calls to action.
Streamline document and data sharing
Share documents, media, and contact information directly from Altrio's Enterprise Solution, eliminating the need to re-upload, duplicate, or manage materials across separate platforms. Quickly assemble secure data rooms with files already gathered in the platform.
Manage the full CA process in one place
Handle CA signing, approval, and data room access end-to-end using your firm’s approved templates to streamline legal review and ensure consistency. Track who has submitted a CA and who’s awaiting approval—supported by a centralized, auditable record for compliance. Receive automated email alerts as prospects complete each step, helping you move qualified investors forward without delay.
Control data room access automatically
When a prospect passes or is disqualified, Altrio's Enterprise Solution automatically removes their access to the data room—eliminating the need to manually update permissions and ensuring tighter control over sensitive deal materials.
Centralize investor criteria and contacts
Store your contacts and their investment criteria directly in Altrio's platform—so you know who to prioritize for proactive outreach and follow-up.
Capture investor info without manual entry
Automatically log contact details in your CRM when prospective investors or lenders sign confidentiality agreements—keeping your database up to date with no added work.
Track engagement and refine future outreach
Monitor investor and lender activity across every deal, capture pass reasons, and update investment criteria to ensure future opportunities are targeted and relevant.
Maintain a complete record of investor interactions
Log calls, emails, and meetings directly in ˇAltrio's Enterprise Solution to maintain full visibility into each relationship—ensuring your team stays aligned and responsive.
Answer investor questions with confidence
Respond quickly and accurately to investor and lender inquiries with instant access to deal history, performance metrics, and your broader track record—all at your fingertips.
In their words
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking