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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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Alma Insights
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.

Alma Portfolio Portal — CFO reporting view
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
→
Alma Data Management — Key Data view
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
→
Alma Data Dashboarding — Fund Valuation view
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

“At least 20 valuable days saved per quarter for your PE professionals — given back to your fund.”

Alma AI

Your data, working for you — automatically.

Alma's AI sits on top of your structured data and does what takes your team hours: reading documents, generating reports, modelling scenarios and keeping processes on track.

01 · Document Intake
AI reads your documents
Upload any document — Alma detects the type, extracts the data, and proposes records: financial data, management comments or portfolio context.
  • Annual accounts, IC memos, performance sheets
  • SPA and SFA — entry economics and covenants
  • Full audit trail back to the source document
02 · Reporting & Analysis
Reports in minutes, not hours
From your structured data, Alma generates quarterly narratives, LP reports, budget vs actuals and ad-hoc analyses — always from one source of truth.
  • Quarterly portfolio narratives
  • LP reporting, ready to send
  • Covenant headroom monitoring
03 · Intelligence
Strategic insight on demand
Because Alma knows your companies — their history, context and IC case — it doesn't just assist with portfolio management. It thinks along with you.
  • Value creation planning and tracking
  • Portfolio benchmarking across your network
  • IRR and MOIC sensitivity at a click
04 · Service
Processes that run themselves
Alma handles the recurring operational work around your portfolio: submission reminders, CFO onboarding, audit reconciliation and acquisition intake.
  • Automated deadline reminders to CFOs
  • New CFO onboarding and column mapping
  • Acquisition accounting intake

AI without the risk. Alma runs entirely within your own environment. Your data never leaves the platform, is never used to train external models, and is never shared outside your fund. Every AI action is a proposal — your team verifies and approves before anything enters the data model. Apply AI with full confidence — on your most sensitive portfolio information.

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
Login Microsoft / Google SSO
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
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
Mark de Brauw
Customer Success

Background in investment management and technology solutions for investors.

Jona Andersen
Jona Andersen
Development

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

Mathieu Bartels
Mathieu Bartels
AI / ML Engineer

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

Duco Haal
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.

✓ Message received — we will respond within one business day.
Amanda de Wit
Founder, Alma Insights
info@alma-insights.com
Bagijnenweid 11, 1695 EA Blokker

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