Private Equity Portfolio Intelligence

Quality data is
the foundation
of growth.

Alma Insights enables PE funds to make better, faster decisions — powered by one automated source of truth

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20+ days

Time saved per quarter

1 truth

One dataset, always current

10+ years

of embedded Private Equity Experience

EU-only

Data location · DORA-aligned

What is Alma

Software, experience and service — in one partnership.

Alma Insights is not just software. It is a proven methodology, delivered by a team combining deep PE finance expertise with over 20 years of experience in software development for the financial sector

01 — Software

One platform

A centralised platform where financial and non-financial portfolio data translates to fund performance insights — always current, always in one place.

02 — Ervaring

Built on PE experience

Alma Insights was built from the inside by someone who lived the problem for years with unique Cross-disciplinary background in Finance, IT and Private Equity.

03 — Service

Dedicated partner

We bring the expertise, structure and service that takes the burden off your team — and makes every reporting cycle better than the last.

“Not just a tool. A partner that makes it work.”

The product

Alma Insights is not a tool but a complete solution.

Every component works together seamlessly — from data collection at portfolio company level to fund-level reporting and investor dashboards.

Portfolio Portal

Structured and validated data collection based on clear definitions, guidelines and clear responsibilities.

One submission hub — all reporting tasks, deadlines and formats in one place
Template-driven uploads — standardised templates eliminate formatting errors at the source
Built-in validation — checks flag inconsistencies before data enters the system
Direct dashboard access — after submission, portfolio companies see their own data as the fund sees it

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Data Management

One place for all master data — funds, portfolio companies and add-ons. Centrally managed and versioned.

Single source of truth — all fund, company and add-on data centrally managed and versioned
Full enrichment — cap tables, valuations, scenarios and planning, fully auditable in one place
Always traceable — every data point linked to its source, no black boxes
Source documents stored automatically — annual accounts, IC memos, SPAs and reports logically organised per company, linked to their records and searchable at any time

→

Data Dashboarding

Real-time dashboards at portfolio and fund level which translates to automated external reporting.

Live portfolio overview — performance, KPIs and management comments per company, always current
Value creation & portfolio management — track strategic initiatives and operational performance against plan
Fund valuation built in — NAV and multiples calculated automatically from the data model
Automated LP reporting — dashboards translate directly into investor-ready output

Time saved

From weeks of manual work to minutes.

Every month. Every quarter. Every year.

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

AI & Intelligence

Your data is your most valuable asset.

The PE firms that build their data foundation today will make faster decisions, embrace AI and outperform. Alma Insights makes that possible.

DATA IN

Recognition & Intake

Document recognition Financial statements and PDF reports automatically read and mapped to the data model.
Automated mapping New GL accounts are recognised and mapped — CFO confirms, the system learns.
Email & Excel parsing Performance sheets processed automatically on arrival — no manual upload.

DATA QUALITY

Validation & Control

Anomaly detection AI flags numbers that deviate from historical patterns before they reach the partners.
Consistency checks P&L, balance sheet and cash flow reconciled automatically. No more manual cross-checks.
Audit trail validation Reported figures compared to annual accounts — deviations surfaced automatically.

DATA OUT

Reporting & Q&A

Q&A on your portfolio “How does company X track vs budget?” — answered instantly from live data, no dashboard needed.
Automated narrative Quarterly commentary written from locked data and team comments — descriptive, ready to review.
LP report generator Full LP reports drafted automatically per quarter, in your format — one click to generate, one to approve.

INTELLIGENCE

Analysis & Foresight

Portfolio benchmark Anonymised cross-portfolio benchmarks — see how your companies compare across the Alma network.
Exit scenario modelling AI-assisted scenarios built on your live data — optimal timing and sequencing for the fund.
Risk scoring Automatic monthly risk report: leverage, reporting delay and LE vs budget divergence — short- and long-term.

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.”

Security & Compliance

Built on institutional security standards.

ISO 27001 compliant

Information management and risk control in accordance with international standards.

AVG / GDPR compliant

Personal data processed in accordance with European privacy legislation. Data location within the EU.

DORA-aligned

Digital operational resilience in accordance with European DORA requirements for financial institutions.

Environment Dedicated & isolated

Encryption At rest & in transit

Ownership Always with the client

The team

Deep expertise in PE, Finance and Technology.

The team has previously built applications for Achmea, CACEIS, Apex Group, Stedin, Mentha Capital and Active Capital Company.

Amanda de Wit

Founder

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.

Mark de Brauw

Customer Success

Background in investment management and technology solutions for investors.

Jona Andersen

Development

20 years of software experience across both startups and large corporate environments.

Mathieu Bartels

AI / ML Engineer

Full stack development and responsible for all AI integration in the platform.

Duco Haal

BI Specialist

Designs and automates performance reports and advanced analyses.

Contact

Ready to build your data foundation?

Schedule an introductory call or ask your question. We respond within one business day.