Altrio

The Real Estate Deal Management Platform That Helps You Invest Faster and Smarter.

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Overview

Altrio's platform, Origin, is designed to help real estate investment teams and brokerages manage the high volume of incoming deal opportunities. It uses artificial intelligence to automatically capture and structure data from deal emails and attachments, creating a centralized and searchable deal pipeline. This allows teams to evaluate opportunities faster and collaborate more effectively.

✨ Key Features

  • AI-powered Data Extraction from emails and documents
  • Centralized Deal Pipeline
  • Advanced Search and Filtering
  • Team Collaboration Tools
  • Portfolio Data Integration
  • Reporting and Analytics

🎯 Key Differentiators

  • AI-powered automation for data capture from unstructured sources (emails, PDFs)
  • Strong focus on the 'top of the funnel' deal sourcing and evaluation process
  • Modern, intuitive user interface

Unique Value: Automates the manual, time-consuming process of tracking and structuring deal flow from email, allowing teams to focus on analysis and execution.

🎯 Use Cases (4)

Deal Sourcing and Origination Investment Pipeline Management Brokerage Deal Flow Management Preliminary Underwriting and Analysis

✅ Best For

  • Automating the capture of deal information from broker emails
  • Creating a single, searchable database of all potential deals
  • Tracking the status of deals through the evaluation process

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Users needing a traditional CRM for long-term contact management
  • Post-acquisition asset management
  • Leasing brokerage

🏆 Alternatives

Dealpath DealCloud In-house solutions (e.g., shared inboxes, spreadsheets)

Provides a more automated and intelligent front-end for deal sourcing compared to traditional deal management platforms that rely on manual data entry.

💻 Platforms

Web

🔌 Integrations

Microsoft Outlook API for custom integrations

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Standard tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
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