Private Equity Operations That Scale with Your Portfolio
Collect ESG data, monitor portfolio performance, and deliver LP transparency - without adding headcount
Sound Familiar?
Common challenges PE firms face
Data Collection
Chasing portfolio companies for quarterly data consumes valuable team time
LP Reporting
Quarterly reports take weeks to produce with manual data aggregation
ESG Compliance
Growing regulatory burden with SFDR, TCFD, and CSRD requirements
Fragmentation
Spreadsheet chaos across multiple funds, vintages, and entities
How AltoaX Helps
Purpose-built for private equity operations
Automated Collection
Custom forms and document upload with automated reminders to portfolio companies
LP Portal
Self-service investor portal with capital accounts, documents, and performance
ESG Frameworks
Pre-built templates for SFDR, TCFD, GRI, and CSRD compliance
Consolidated View
Unified dashboards across all funds, vintages, and portfolio companies
Monitor portfolio company performance, ESG metrics, and LP reporting in one view
Built for Private Equity
Features that address your specific needs
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Logic Builder
Visual formula canvas for IRR, NPV, TVPI, MOIC, and custom calculations
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Investor Portal
Self-service access with capital accounts and documents