For Fund Managers and Investors: AI That Delivers Investor-Ready Outputs in Minutes
From portfolio KPIs to LP letters, Altivra Copilot connects to your sources, applies your frameworks, and produces customized outputs in your format — securely inside your environment.
Why Fund Teams Spend Weeks on Work That Should Take Minute
Funds drown in information. Pitch decks, GP reports, KPIs, capital calls.
Teams spend 80% of their time collecting and formatting data, and only 20% on decisions and relationships.
Altivra Copilot automates the entire cycle:
Connect Sources — email, CRMs, data rooms, KPIs, accounting feeds.
Normalize & Apply Frameworks — align to your IC criteria, LP benchmarks, or reporting standards.
Deliver Outputs — IC decks, dashboards, investor letters, LP statements — in your templates and voice.
Choose Your Copilot
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Deal Copilot (Fund Managers)
From 200 pitch decks to 10 IC-ready deals in minutes.
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Portfolio Copilot (Investors)
From 100 GP reports to one dashboard in minutes.
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Investor Copilot (COOs & Investor relations)
Quarterly investor letters drafted in minutes.
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Admin Copilot
LP statements and capital calls in minutes.
Proof of Value Guarantee
30-Day Proof-of-Value: If we don’t cut your reporting or screening time by at least 30% in 30 days, we’ll continue free until you see it
Why Funds Trust Altivra
Because data protection, compliance, and control aren’t optional in finance — they’re mandatory.
Runs inside your cloud or VPC, never outside.
Your data never leaves your environment, giving you full control and meeting IT security standards.
No training on your data
We don’t use your fund information to improve models — everything stays private and ring-fenced.
SSO, RBAC, encryption, audit compliant
Your team gets enterprise-grade access control, full traceability, and compliance-ready security by default.
Compliance aligned to MAS TRM, PDPA, ISO 27001, SOC 2.
We map directly to the standards your regulators, auditors, and LPs expect — removing friction in due diligence.
Outputs in your templates, your brand, your investor’s format.
Every letter, memo, or statement is produced in your style, so nothing feels “out of place” to clients.
Ready to see it in action?
Book a 15-minute session leave with a plan to cut weeks of work from your next quarter-end.
FAQs
How do I know my team will actually use this?
Because we don’t deliver generic tools. Altivra Copilot is built around your existing fund workflows — quarterly reporting, DDQs, IC memos, LP statements. That means less training, faster adoption, and immediate impact.
What’s the upfront cost and commitment?
We start with a scoped project, not a blank cheque. You’ll know the exact cost and timeline before we begin. Most projects go live in 14 days with a clear, fixed investment.
How secure is this?
Altivra runs inside your cloud or VPC, not ours. We never train on your data. Security is enterprise-grade: encryption in transit and at rest, SSO, RBAC, audit logs. We align with MAS TRM, PDPA, ISO 27001, and SOC 2 expectations — so your compliance team doesn’t block the rollout.
Will this integrate with the tools we already use?
Yes. We connect directly to your existing stack — CRMs like DealCloud or Affinity, data rooms like Intralinks, Excel/Google Sheets, NetSuite, even email inboxes. The goal is to eliminate duplicate work, not add another system to manage.
What if this doesn’t fit our fund’s workflows?
Every fund is different. That’s why our outputs are fully customizable to your templates, branding, and investor requirements. If we can’t cut your reporting time by at least 30% in 30 days, we’ll keep working free until you see it.
Why shouldn’t I just build this in-house?
You could — but most in-house builds take months, cost multiples more, and often miss adoption because they don’t fit IR or COO needs. We bring proven frameworks tailored to funds and deliver results in weeks, not quarters.