Portfolio analytics
Real-Time Intelligence Across Your Portfolio
Dashboards, KPIs, and AI-powered insights - know what's happening before you're asked
The challenge
Sound Familiar?
Common portfolio visibility challenges
Blind Spots
Quarterly reporting cycles leaving you blind between updates
Manual Dashboards
Spreadsheet dashboards requiring manual updates and maintenance
Slow Answers
Questions from stakeholders you can't answer quickly
No Early Warning
No early warning system for portfolio issues
How AltoaX helps
How AltoaX Helps
Real-time portfolio intelligence
Real-Time Dashboards
Live dashboards with automatic data refresh from all sources
Custom KPIs
Configure metrics by portfolio, sector, geography, or entity
AI Assistant
Ask questions about your portfolio and get instant answers
Smart Alerts
Automated notifications when metrics cross thresholds
Track portfolio health, performance, and risk metrics in real-time
Capabilities
Built for Portfolio Intelligence
Advanced analytics capabilities
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
AI Assistant
Context-aware chat with access to your data and documents
Spreadsheets
Excel-like formulas with PE/VC functions (TVPI, DPI, RVPI, MOIC)
Report Generator
Branded PDFs with custom sections and visualisations