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Built for Family Offices

When an opportunity comes through a trusted relationship, discipline still matters.

Relationship-sourced opportunities rarely arrive in the same format. The challenge is not simply moving quickly; it is moving quickly without allowing an incomplete narrative to become an unchallenged thesis.

See the workflow View sample report

What AltosIQ contributes

AltosIQ helps family offices create a consistent first-pass view of a private business—organizing financial context, methodology, assumptions, and company-specific risks before the team commits to deeper diligence.

The challenge

Early opportunities do not come in underwriting format.

One company may offer detailed historicals. Another may offer an owner-prepared summary, adjusted earnings, and a compelling story. If every opportunity is assessed differently, the office cannot reliably compare where to spend diligence time.

A deliberate workflow

A common first-pass language for private businesses

  1. 01

    Organize what is known

    Establish the financial and operating context available at the start of the review.

  2. 02

    Make assumptions explicit

    Document the basis for the valuation approach and the limitations of the information.

  3. 03

    Surface the risks

    Record dependencies and questions that should travel into the next diligence step.

  4. 04

    Decide where to go deeper

    Use a consistent first-pass framework to guide time, attention, and professional diligence.

The result

A disciplined first view

A common analytical frame for direct opportunities
A clearer starting point for management and co-investor conversations
A consistent baseline across portfolio-company value discussions

Preliminary does not mean careless

The early view should guide next steps, but remain clear about its limitations. AltosIQ is designed for transparent analytical context, not an investment recommendation or a substitute for full diligence.

See what a documented analysis includes

Questions advisers ask

Clear answers before a conversation starts.

Can a family office use AltosIQ to screen direct investments?+

Yes. It supports a structured first pass by documenting financial context, assumptions, methodology, and risk considerations. It does not replace full diligence or investment judgment.

Can it support portfolio-company discussions?+

Yes. A consistent value baseline can make management discussions about performance, risk, and improvement priorities more focused.

Does AltosIQ make investment recommendations?+

No. It provides documented analysis to support the office’s own decision process.

Decide where deeper diligence is warranted—with the assumptions in view.

See the documented framework your team can use before an opportunity reaches the investment committee.

Create your firm accountExplore methodology

AltosIQ supports documented valuation analysis and planning conversations. It does not replace credentialed appraisal work, legal or tax advice, formal fairness opinions, quality-of-earnings work, or independent investment diligence and decision-making.