Answers to the most common questions about our platform, service, security, and onboarding. Don't see your question? Get in touch directly.
How Alma works and what sets us apart.
Alma is software and service. We don't just provide the platform — we make sure the data is right every month. That means: onboarding CFOs, resolving errors, validating dashboards — a dedicated monthly partner behind the scenes.
Yes. Alma connects to your existing tooling — PowerBI, Excel, Fundbird, and AI tools via the MCP connection layer. CFOs can submit via a dedicated email address, an upload portal, or API integration.
Alma is built for mid-market PE funds with 4–20 portfolio companies. Our current clients manage funds from €100M to €500M+.
Investment managers, fund administrators and LP-relations teams use Alma daily for monitoring, valuation and reporting. On the portfolio side, CFOs and controllers work with our standardised submission flow.
Implementation, lead time, and first results.
An average implementation takes 4–6 weeks from kick-off to first live dashboards. We actively guide the CFOs of your portfolio companies during this process.
A list of portfolio companies with CFO contacts, your current reporting structure and KPI set, and a 90-minute kick-off with your investment team. We handle the rest — including all communication with portfolio companies.
We migrate historical data up to 36 months back from Excel, PowerBI or existing tools. During the transition both systems run in parallel so there is no break in reporting.
Ownership, location, encryption and compliance.
Every client gets a fully dedicated, isolated environment on dedicated infrastructure — data location within the EU. Ownership always remains with the client. All data is encrypted at rest and in transit.
ISO 27001 for information security, GDPR-compliant, and aligned with DORA requirements for financial institutions. Our infrastructure runs on SOC 2 Type II certified EU cloud.
You receive a full export in an open format (CSV, Parquet, Excel) plus a PDF archive of all dashboards and reports. After 30 days all personal data and company data are permanently deleted from our environment.
For service work, specific team members have limited, audited access. All actions are logged and visible to you. We sign an NDA and data processing agreement by default.
How AI works within Alma and what it does for you.
The AI layer detects anomalies in incoming data, flags variances against budget and peers, generates first-draft commentary for IC and LP reports, and answers questions about your portfolio in natural language — all within your own environment.
No. Your data is never used for training — not by us, not by third parties. We use models via controlled APIs with data retention explicitly disabled, and run sensitive operations on private endpoints within the EU.
Yes, at fund or company level. AI is a layer on top of the core data platform, not a requirement. Many clients start without AI and activate features step by step as they build comfort.
Pricing, contract terms and what's included.
We work with a fixed monthly fee based on the number of portfolio companies — including platform, service and unlimited users. Schedule a call for a tailored quote.
Monthly data submission by your portfolio CFOs, quality control, error resolution, dashboard validation, quarterly IC and LP reports, and unlimited support for the entire team. No hidden surcharges.
Standard one-year contract with three months' notice. We prefer building a long relationship over enforcing exit clauses — our average client relationship runs multiple years.
30 minutes, no obligation, online or in Amsterdam. Response within one business day.