Your Unfair Advantage
In Alternative Investments
Tired of drowning in 150-page PPMs? Missing deals because you can't keep up? We get it. Our AI reads, analyzes, and surfaces what matters—so you make institutional-grade decisions in minutes, not weeks.
PE. VC. Real Estate. Crypto. Private Credit. All in one place.
No credit card required • Setup in under 5 minutes • Cancel anytime
As Featured In
Alternative investing shouldn't feel like a part-time job.
You've got access to private equity. Venture capital. Real estate syndications. Crypto funds. Private credit. The opportunity is massive—a $23+ trillion market that's historically been reserved for institutions.
But here's the problem...
You're drowning in complexity:
- ×150-page PPMs that read like ancient legal scrolls
- ×Risk assessments scattered across 10 different spreadsheets
- ×Due diligence that takes weeks (and still misses red flags)
- ×Portfolio tracking across 5 platforms that don't talk to each other
- ×Deal flow that arrives too late—or not at all
Meanwhile, the institutions? They've got armies of analysts, Bloomberg terminals, and proprietary data. They see opportunities weeks before you do.
That ends now.
Altellis is Bloomberg for Alternative Assets—Democratized.
We built the platform we wished existed when we were managing our own alternative portfolios.
No credit card required. Cancel anytime.
Everything You Need for
Smarter Alt Investments
Institutional-grade tools built for RIAs, family offices, and sophisticated investors who demand more from their alternative investment analysis.
AI Fund Analysis
Get instant fund comparisons with AI-curated risk scores, performance metrics, and investment thesis breakdowns.
Document Intelligence
Upload PPMs, K-1s, and offering docs. Our AI summarizes 100+ page documents into actionable insights in minutes.
Performance Benchmarking
Compare fund performance against industry benchmarks, peer groups, and historical data with real-time analytics.
Deal Flow Alerts
Never miss an opportunity. Get personalized alerts for new funds, investment rounds, and market movements.
Regulatory Compliance
Built-in compliance checks, SEC filing analysis, and regulatory risk assessment for every investment.
Portfolio Integration
Seamlessly connect with your existing portfolio management tools and wealth platforms.
Turn Complex Documents into
Plain English Insights
Our LLM technology analyzes Private Placement Memorandums, partnership agreements, and financial documents—extracting key terms, risks, and opportunities that matter to you.
- 100+ page docs summarized in under 3 minutes
- Key risk factors highlighted automatically
- Fee structures and terms comparison
- Historical performance extraction
See the Platform
In Action
Experience the power of AI-driven alternative investment intelligence through our beautifully designed interfaces.
AI-Powered Analytics
Real-time performance tracking with institutional-grade metrics
Neural Intelligence
Advanced AI models analyzing thousands of data points
Document Intelligence
Transform complex documents into actionable insights
Unified Dashboard
One view for all your alternative investments
Here's Exactly How It Works.
No Magic. Just Results.
We've spent years and millions of dollars building what institutions have. Now you get access to the same tools—without the institutional price tag or complexity.
Connect & Upload
5 minutes to setupConnect your existing accounts or upload documents. PPMs, K-1s, quarterly reports—our AI handles any format. No manual data entry. No spreadsheet imports.
AI Analysis
Under 3 minutes per docOur AI reads every document like a team of analysts would—extracting key terms, fee structures, risk factors, and red flags. A 150-page PPM? Summarized in plain English.
Unified Dashboard
One view, all assetsSee your entire alternative portfolio in one place. Compare performance across PE, VC, real estate, and crypto. Benchmark against peers. No more juggling 10 different portals.
Smart Alerts
Never miss what mattersGet notified about capital calls, distribution dates, document deadlines, and new deal opportunities that match your criteria. The platform works while you sleep.
Ready to see it in action?
Most users are up and running in under 10 minutes.
What's Your Time Worth?
Let's Do the Math.
Move the sliders below to see how much time and money Altellis could save you. (Spoiler: It's probably more than you think.)
Your Estimated Annual Savings
Bonus: Based on industry averages, our AI risk scoring could help you avoid 2 potential problem investments per year. That's potentially millions in avoided losses.
Free 14-day trial • No credit card required
7 Core Modules.
One Unified Platform.
Altellis combines intelligence, execution, compliance, and community into the most comprehensive alternative investment platform ever built.
Intelligence Engine
Your unfair advantage. AI-powered fund analysis and document intelligence that replaces junior analysts.
AI-Curated Fund Scoring
- Risk score (0-100)
- Liquidity & sponsor risk
- Macro sensitivity analysis
- Default probability (private credit)
- Volatility-adjusted projections
AI Document Intelligence
- PPMs, K-1s, Operating Agreements
- Plain-English summaries
- Red-flag detection
- Fee drag analysis
- Waterfall modeling
Don't Take Our Word For It.
Look At The Results.
These aren't cherry-picked success stories. These are typical outcomes for investors and fund managers who actually use the platform.
Horizon Family Office
Multi-Family Office • $2.4B AUM
Challenge: Managing 40+ alternative investments across spreadsheets with no unified view.
“We went from chaos to complete clarity. The AI found issues in a PPM our lawyers missed.”
Apex Wealth Advisors
Registered Investment Advisor • $850M AUM
Challenge: Couldn't scale alternative investment offerings to clients without hiring more analysts.
“Altellis let us offer institutional-grade due diligence without the institutional price tag.”
Westfield Real Estate Partners
Real Estate Fund • $180M Fund
Challenge: LP reporting was a nightmare. Quarterly updates took weeks to compile.
“Our LPs went from complaining about transparency to raving about our portal. Game changer.”
Digital Asset Capital
Crypto/Web3 Fund • $95M Fund
Challenge: Institutional LPs demanded traditional reporting for crypto assets—an impossible ask.
“Finally, a platform that bridges crypto and traditional finance. Our institutional LPs love it.”
Want results like these? It starts with a free trial.
Start Your Free TrialDon't Take Our Word For It
See what sophisticated investors are saying about Altellis
“We went from manually tracking 40+ investments in spreadsheets to having everything in one dashboard. The AI document analysis alone saves us 20+ hours per week.”
“We went from manually tracking 40+ investments in spreadsheets to having everything in one dashboard. The AI document analysis alone saves us 20+ hours per week.”
“The risk scoring caught issues in a PPM that our legal team missed. We avoided what would have been a seven-figure mistake.”
“Capital OS transformed how we manage investor relations. Our LPs love the transparency, and we've cut back-office overhead by 60%.”
“The DealFlow alerts are scary accurate. I'm seeing opportunities weeks before they hit my network. Already deployed $5M through deals I found on Altellis.”
“Finally, a platform that bridges crypto and traditional alts. Our institutional LPs now have proper reporting across both worlds.”
“The AI Co-Pilot answered questions about our portfolio that would have taken our analysts days to research. It's like having a Bloomberg terminal that actually understands alternatives.”
“We went from manually tracking 40+ investments in spreadsheets to having everything in one dashboard. The AI document analysis alone saves us 20+ hours per week.”
“The risk scoring caught issues in a PPM that our legal team missed. We avoided what would have been a seven-figure mistake.”
“Capital OS transformed how we manage investor relations. Our LPs love the transparency, and we've cut back-office overhead by 60%.”
“The DealFlow alerts are scary accurate. I'm seeing opportunities weeks before they hit my network. Already deployed $5M through deals I found on Altellis.”
“Finally, a platform that bridges crypto and traditional alts. Our institutional LPs now have proper reporting across both worlds.”
“The AI Co-Pilot answered questions about our portfolio that would have taken our analysts days to research. It's like having a Bloomberg terminal that actually understands alternatives.”
Why Altellis?
Because Everything Else Sucks.
Look, there are other tools out there. Bloomberg. PitchBook. Preqin. Carta. They're fine—if you have unlimited budget and only need part of the solution. Here's what makes us different:
Real AI, Not Buzzwords
Our AI actually reads and understands documents. It's not a search bar with a fancy label. We've invested millions in training models specifically for alternative investment documents.
Built for Alternatives
Unlike generic portfolio tools, we're purpose-built for PE, VC, real estate, private credit, and crypto. We understand carry structures, waterfall calculations, and vintage year analysis.
Intelligence + Execution
PitchBook gives you data. We give you data AND the ability to act on it. Discover deals, analyze them, and invest—all in one platform.
Priced for Humans
Institutional tools cost $20K+ per seat. We're 90% cheaper. Because you shouldn't need to manage a billion dollars to access good tools.
Crypto-Native
We don't treat crypto as an afterthought. Full support for tokenized assets, DeFi protocols, and Web3 funds. Real-time on-chain data alongside traditional alts.
Actually Fast Support
Real humans respond. Usually in hours, not days. We have a dedicated success team for every customer, not a ticket queue that disappears into the void.
Quick Comparison: Altellis vs. “The Rest”
Still not convinced? See for yourself.
Try Free for 14 DaysFrom Complexity to Clarity
In Four Simple Steps
Get started in minutes. No complex onboarding or lengthy setup required. Just powerful alternative investment intelligence.
Connect Your Data
Link your existing portfolios, upload fund documents, or start fresh. Our platform integrates with major wealth management tools.
AI Analysis
Our AI engine processes documents, scores risks, benchmarks performance, and surfaces insights across your alternative investments.
Get Actionable Insights
Receive plain-English summaries, risk alerts, performance comparisons, and deal recommendations tailored to your investment criteria.
Make Informed Decisions
Execute with confidence using institutional-grade intelligence. Track performance and adjust your strategy in real-time.
Built for Sophisticated
Alternative Investors
From individual accredited investors to institutional fund managers, Altellis solves the unique challenges of alternative asset investing.
Accredited Investors
No transparency into alternative investments
Deal access + AI-powered risk intelligence
Registered Investment Advisors
No visibility tools for alt allocations
Portfolio reporting + compliance automation
Family Offices
Manual operations across multiple asset classes
Full automation + cross-asset analytics
Fund Managers & Sponsors
Investor operations and compliance burden
Capital OS + LP portals + automation
Crypto & Digital Asset Funds
No institutional tooling for Web3
Compliance + reporting + TradFi bridge
The Only Platform That
Does It All
Other platforms force you to choose. Altellis combines intelligence, execution, compliance, and AI into one unified solution.
| Feature | A Altellis | PitchBook | Preqin | Carta | AngelList | Juniper Sq |
|---|---|---|---|---|---|---|
| AI Fund Scoring | ||||||
| Document Intelligence | ||||||
| Multi-Asset Class | ||||||
| Deal Discovery | ||||||
| Fund Management | ||||||
| Compliance Layer | ||||||
| Crypto/Web3 | ||||||
| Retail Access |
We Put Our Money
Where Our Mouth Is.
Look, we get it. You've been burned by software promises before. “Revolutionary AI” that turned out to be a glorified search bar. “Intuitive interfaces” that required a PhD to navigate.
That's why we make this simple: If Altellis doesn't save you significant time in the first 14 days, we don't deserve your money. Full stop.
14-Day Money-Back
Not seeing value in the first 14 days? We'll refund every penny. No questions, no hassle, no BS.
Cancel Anytime
No long-term contracts. No cancellation fees. Leave whenever you want—though most don't.
Your Data, Your Control
We never sell your data. We never train AI on your documents. Delete everything with one click.
Real Human Support
Actual humans respond to your questions. Usually within hours, not days. Try us.
We've Been In Your Shoes.
That's Why We Built This.
Our team isn't a bunch of tech bros who Googled “alternative investments.” We've spent decades at Goldman, Blackstone, KKR, and Google—doing this work the hard way. Now we're making it easier for everyone.
Marcus Chen
CEO & Co-Founder
Former Goldman Sachs VP. 15 years in alternative investments. Managed $2B+ in PE/VC allocations.
Sarah Williams
CTO & Co-Founder
Ex-Google AI researcher. Built ML systems processing billions of documents. PhD in Machine Learning.
David Park
Chief Investment Officer
20 years at Blackstone and KKR. Led due diligence on $10B+ in transactions. Knows where the bodies are buried.
Backed by investors who've built the companies we all use
“We got tired of watching retail investors get burned because they didn't have access to the same tools as institutions. So we built those tools—and priced them fairly. That's it. That's the whole mission.”
— Marcus Chen, CEO
Software-Enabled Service
Built for Alternative Investments
Plans built for the nuances of venture, PE, real estate, and crypto funds. Start free, scale as you grow.
Launch
Free for new customers with up to 25 stakeholders and up to $1M raised
Get Started FreeBuild
End-to-end fundraising tools and equity management
Request a DemoGrow
Industry-leading valuations and tax support
Request a DemoScale
Best-in-class compliance and financial reporting
Request a DemoAltellis Intelligence Pro
Now sold separately—every investor can now access institutional-grade AI analytics that leverages millions of alternative investment data points to create real-time benchmarks and risk scores.
All plans include
Join Thousands of
Sophisticated Investors
From individual accredited investors to billion-dollar family offices, Altellis powers smarter alternative investment decisions.
“Altellis replaced three tools we were paying $50K+ annually for. The AI document analysis alone saves our team 20 hours per week on due diligence.”
“Finally, a platform that understands RIAs need visibility across all alternative asset classes. The portfolio analytics are institutional-grade but actually usable.”
“We moved our entire syndication operation to Altellis Capital OS. Investor portal, cap tables, K-1 distribution—it just works. Our LPs love the transparency.”
“The AI deal matching is scary good. I set my criteria once and now get curated deal flow that actually matches what I'm looking for. Game changer.”
“As a crypto fund, we needed compliance tooling that understood both TradFi and Web3. Altellis is the only platform that bridges both worlds effectively.”
“The risk scoring model caught issues in a PPM that our legal team missed. The AI flagged unusual fee structures that would have cost us millions.”
The Alternative Investment Playbook
47 Pages of Actionable Strategies
Get Our Free 47-Page Guide:
“The Alternative Investment Playbook”
Everything we learned from analyzing $2.5B+ in alternative investments, distilled into actionable strategies you can use today. No fluff, no theory—just what actually works.
Straight Answers.
No BS.
We know you're skeptical. You should be. Here's the truth about what we do.
Still have questions? We're real humans who actually respond.
Stop Guessing.
Start Winning.
Look, you can keep doing things the old way—spreadsheets, scattered documents, missing opportunities. Or you can see what 10,000+ investors already know.
14 days. Full access. Zero risk. If you're not saving hours every week, we'll part as friends.
Join 847 investors who started their trial this week