● 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.