Altius • Investment management• 2023

B2B Complex system Dashboards Data visualizations User interviews Full design

Altius is a B2B investment management platform that simplifies how alternative investments are tracked, analyzed, and managed. Helping investors make better, data-driven decisions.

The platform centralizes portfolio data, automates reporting and supports data-driven investment decisions across private equity, venture capital, real estate, and private credit.

Design assets and components

The visual language emphasizes trust, clarity and restraint.
A minimal foundation ensures stability and focus in complex financial workflows, with subtle gold accents used to reflect value and premium positioning

Users and roles

Users typically operate in high-trust, high-responsibility environments, where clarity, accuracy, and discretion are critical.
The system supports multiple roles with varying permissions, decision-making needs, and levels of data exposure.

Family Offices

Family offices managing multi-asset, multi-generational portfolios

Institutional Investors

Investment and asset managers handling alternative investments

Solution and features

A breakdown of the product features designed to simplify complex investment workflows and support data-driven decisions

Centralized portfolio management

Aggregates all alternative
investments into a single, unified
view and manage risks effectively

Performance analytics & reporting

Provides insights, benchmarking,
and investment performance
tracking

Investors’ community​

Connect, collaborate and co-Invest.
Network of trusted Investors to
share and discover new deals

Deal flow management​

Supports tracking and evaluation of new investment opportunities

  • Internal dashboard
  • Documentation and forms
  • Data Table
  • Report
  • Tasks management

Pipeline View – Deal Management​

Provides a clear, structured
overview of the investment pipeline,
reduces cognitive load, and
supports faster, informed decision-making.

Liquidity Management & Forecasting​

Enable investment teams to
effortlessly forecast and manage
liquidity, preventing potential cash
shortfalls.