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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

20+ days
Time saved per quarter
1 truth
One dataset, always current
10+ years
of PE / CFO experience
EU-only
Data location · DORA-aligned
What is Alma

Software, experience and service — in one partnership.

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

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 / CFO experience

Rooted in years of hands-on Private Equity and senior finance experience.

03 — Service

Monthly partner

Dedicated partner en ondetitel naar; 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 platform

Two modules. One source of truth. Always current.

Data Management for structured submission and master data. Data Dashboarding for real-time insight into performance, valuation and value creation.

01

Data Management

One place for all master data — funds, portfolio companies and add-ons. CFOs submit consistently; key data is centrally managed and versioned.

  • Core data - Funds, portfolio companies and portfolio data submissions — consistently structured, centrally managed and always up to date.
  • Enrichment Transactions, cap tables, add-ons, valuations, scenarios and fund planning — enriched, managed and fully auditable in one place.
  • Reporting LP reporting, internal steering dashboards and exports — automated and always from one single source of truth.
Alma Data Entry — Key Data view
02

Data Dashboarding

Real-time dashboards at portfolio and fund level. Performance, strategy and value creation per company — including comments, KPIs and LTM trends.

  • Performance overview & portfolio performance
  • Fund valuation & AI analysis
  • Financial summary, KPIs & comments
  • Actuals · Budget · LE · LTM
Alma Data Dashboarding — Portfolio Performance
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.
POWERED BY MCP - THE CONNECTION LAYER

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
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
Bagijnenweid 11, 1695 EA Blokker

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30 minutes, no obligation, online or in Amsterdam.

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