Solution

Connected, auditable, intelligent workflows for private markets operations.

Private markets operations often rely on manual processes, fragmented handoffs, and spreadsheet-driven workflows that create risk, delay, and audit gaps. Alt360 helps firms transform those processes into structured workflows with automation, controls, visibility, and measurable operating leverage.

What this solution does

Alt360 helps private markets firms automate fund operations, reporting workflows, valuation processes, compliance controls, data extraction, approvals, and cross-system handoffs.

Where we help

Fund operations workflows

Structure recurring processes across capital activity, fees, expenses, NAV support, allocations, and operational close.

Reporting and valuation workflows

Improve production workflows for reporting, valuation support, review, approvals, evidence, and exception tracking.

Compliance and audit controls

Create auditable workflows with approvals, documentation, evidence capture, escalation paths, and control checkpoints.

Document and data extraction

Use AI, OCR, and rules-based processing to extract, validate, route, and reconcile information from fragmented source materials.

Automation framework

A practical operating layer for turning manual work into controlled, repeatable workflows.

Part 1

Capture

Collect data, documents, exceptions, tasks, approvals, and source evidence from systems and teams.

Part 2

Validate

Check completeness, quality, calculation rules, reconciliations, required approvals, and exception conditions.

Part 3

Route

Move work across owners, reviewers, approvers, escalation paths, and downstream systems.

Part 4

Monitor

Track workflow status, SLA risk, exceptions, bottlenecks, control breaks, and production readiness.

Part 5

Evidence

Maintain audit trails, approval history, source links, validation results, and output packages.

What this enables

Faster close cycles
Lower manual effort
Better workflow visibility
Audit-ready evidence
Stronger operational controls
Fewer handoff breaks
Scalable operating capacity
More consistent execution

Turn fragmented processes into controlled operating workflows.

Alt360 can help map, automate, monitor, and govern the workflows that drive fund operations, reporting, valuation, compliance, and investor servicing.

Process & Operational Intelligence FAQ

Structured workflow design with automation, monitoring, and controls so teams see how work moves and can prove what happened — not ad hoc email and spreadsheets.

Fund ops cycles, reporting and valuation production, compliance checkpoints, approvals, document and data extraction, and handoffs between CRM, admin, reporting, and servicing tools.

Approval history, evidence capture, source links, validation outputs, and retained packages so reviews and audits can trace decisions end to end.

We design operating workflows across owners and systems with SLAs, exceptions, and governance — rather than one-off task scripts that do not scale.