IT & operations consulting for private equity

Systems that match the ambition of your funds.

Consulting, tool integration and operational support for asset managers, fund administrators and institutional investors.

Illustration: an asset manager's systems connected together

Alterio Partners helps asset managers, fund administrators and institutional investors transform their information systems and operations. We align your processes, tools and data with a single goal: funds that decide faster and operate with less friction.

2020


Firm founded in Paris

+80


projects delivered by our partners

+190


software vendors in our market watch

100%


dedicated to alternative investments

Our services


Four services, from IT strategy to operational support

IT transformation

IT landscape audit, target architecture and a pragmatic roadmap.

Project management

Scoping, requirements, specifications, vendor management, testing and change management.

Systems & tools integration

Implementation and integration of the market’s CRM, fund administration tools and investor portals.

Middle Office & Finance

Operational support, fund financial control and interim finance leadership.

The challenges we address


When existing systems can no longer keep up

We step in when growth, increasingly complex vehicles and LP expectations make the existing set-up hard to control.

  • Critical data scattered across spreadsheets, CRM and business tools.
  • Many applications without a clear architecture or robust interfaces.
  • IT projects that go off track for lack of scoping and steering.
  • Manual, time-consuming LP reporting.
  • Middle office and finance teams under strain during closings and valuations.
  • Reliable data and clear processes: the precondition for getting value from automation and AI.

Why Alterio?


100% alternative investments. It is all we do.

Deep sector expertise

Our partners have delivered more than 80 projects for investment funds and their service providers.

Private equity specialists, not generalists

Knowledge of the full fund lifecycle: front, middle and back office, finance, compliance, ESG and investor relations.

Partners, directly involved

Senior experts, not juniors supervised from a distance.

A unique view of the market

A database of more than 190 software vendors, ensuring objective, business-driven recommendations.

Hands-on expertise in industry tools

Implementation and integration of the leading market tools: eFront, Klee CV4, Domos, Dynamo, DealCloud, ARX CRM, DealFabric and many more.

End-to-end coverage

From IT strategy to middle office and finance support.

Let’s talk

A transformation project, a tool implementation or a need for operational support?

A first conversation to frame your challenges, with no commitment.