The platform
Two modules. One source of truth. Always current.
Data Entry for structured submission and master data. Data Dashboarding for real-time insight into performance, valuation and value creation.
Alma Insights gives private equity funds one reliable dataset — structured, professionally managed, always up to date.
Not just a tool. Not consultancy. A standing partnership that makes sure your portfolio data is right every month — so your team can steer, not check.
A centralised platform where all portfolio data converges: P&L, balance sheet, KPIs, valuations, cap tables and ESG. Always current, always one single truth.
Built by someone with deep PE and CFO experience — who knows the problem from the inside. Not a tool by a software developer, but by someone who spent years running the Excel sheets themselves.
A dedicated monthly partner ensuring your data is right in real time. Onboarding CFOs, resolving errors, validating dashboards — that's on us.
“Not just a tool. A partner that makes it work.” die zorgt dat het werkt.”
Data Entry for structured submission and master data. Data Dashboarding for real-time insight into performance, valuation and value creation.
CFOs submit monthly data via a dedicated email address or upload portal — based on clear, consistent definitions.
Data is automatically validated, mapped and enriched in your own isolated environment.
Real-time dashboards, LP reports and AI analyses — always current, always one source of truth.
Every month. Every quarter. Every year. Time saved measured at active clients with 6–12 portfolio companies.
| Workflow | How it works today | With Alma Insights | Time saved |
|---|---|---|---|
|
Alma Monitor
Portfolio monitoring
|
Static reports, no early warning signals. Drivers in separate Excel files that don't connect. | Real-time insight per portfolio company: budget vs. actuals, LTM trends, leverage and KPIs. Early warnings immediately visible. |
3–5 dgn
per month
|
|
Alma Valuation
Valuation & value creation
|
Models rebuilt manually every quarter. IC and EXIT cases disconnected from actuals, not audit-proof. | Automated valuation and value creation bridge per company — connected to live data, audit-proof. |
3–5 dgn
per quarter
|
|
Alma Reporting
Internal reporting
|
Disconnected Excels. Time spent checking instead of steering. | Automatic dashboards for figures meeting and partner meeting — always current, always one truth. |
4–6 dgn
per quarter
|
|
Alma LP
LP reports & fundraising
|
Quarterly reports assembled manually. Fundraising disconnected from current data. | Auto-generated LP quarterly reports with live key metrics, exportable for fundraising. |
5–7 dgn
per quarter
|
|
Alma Fund
Fund planning & scenario
analysis
|
EXIT scenarios and IC cases tracked separately. No integrated fund-level overview. | IRR, MOIC and fair value per company. Scenario planning and fund allocation — integrated and forward-looking. |
4–6 dgn
per quarter
|
The PE firms that build their data foundation today will make faster decisions, embrace AI and outperform. Alma Insights makes that possible.
Alma connects directly to AI via MCP - giving it live access to your locked database. All outputs in Reporting and Intelligence run through this single connection.
“The firms that build their data foundation today will make faster decisions, embrace AI and outperform — Alma Insights makes that possible.”
Information management and risk control in accordance with international standards.
Personal data processed in accordance with European privacy legislation. Data location within the EU.
Digital operational resilience in accordance with European DORA requirements for financial institutions.
The team has previously built applications for Achmea, CACEIS, Apex Group, Stedin, Mentha Capital and Active Capital Company.
CPA/CMA with 10+ years of PE experience. Built the reporting foundation at Mentha Capital — the basis of Alma Insights. Remains actively involved as your trusted advisor.
Background in investment management and technology solutions for investors.
20 years of software experience across both startups and large corporate environments.
Full stack development and responsible for all AI integration in the platform.
Designs and automates performance reports and advanced analyses.
Schedule an introductory call or ask your question. We respond within one business day.
30 minutes, no obligation, online or in Amsterdam.
Schedule a call directly