Altrio

Altrio is a Toronto-based software company providing an AI-native deal platform for commercial real estate investors, lenders, managers, developers and brokers. The platform covers the deal lifecycle from sourcing and screening through underwriting, market analysis and execution. It connects to Outlook or Gmail to capture inbound deals automatically, extracts data from offering memoranda, rent rolls, T12s and underwriting models using AI models and OCR, and scores deals against a firm's buy box. Extracted data is reviewed by CRE-trained analysts before it populates deal records.

Beyond ingestion, Altrio provides pipeline and reporting tools (configurable pipelines, dashboards, investment committee memos, historical deal analysis), workflow management with templates, required fields, tasks and approvals, a comps and market data layer that builds a proprietary database of sales, lease, unit-mix, expense and model comps, a CRM tracking buyers, lenders and investors with their criteria and engagement history, fund and portfolio management covering capital allocation and fund-level metrics such as dry powder and equity deployed, and property marketing and capital raising features including one-click deal flyers, data rooms and end-to-end confidentiality agreement management with automatic access revocation. A dedicated broker platform packages data extraction, market intelligence for BOVs, buyer targeting, flyers and data rooms for brokerage teams.

The product is also exposed to external AI assistants through the Altrio MCP server, allowing Claude, ChatGPT, other MCP clients or a firm's own agents to draft LOIs, refresh IC memos, pull comps into models and identify stalled deals, with agents inheriting each user's permissions and activity audit-logged. Enterprise capabilities include a REST API, SOC 2 Type II certification, a stated policy that customer data is not used to train AI models, and reported uptime of 99.97% since launch.

Founding story

The founders spent more than two decades working with leading real estate investment firms and observed the effects of a lack of purpose-built technology: manual processes, scarce data, and deal information trapped in email, spreadsheets, offering memoranda, market reports and underwriting models. Altrio was founded in 2020 to give investors, lenders, managers and developers tools to screen, underwrite and close deals faster by automating information flows, to leverage proprietary market data in underwriting, and to standardize each firm's investment approach.

Business model

Altrio sells subscription B2B vertical SaaS to real estate investment, lending and brokerage firms. The platform is offered in tiers, including Altrio Pro for AI-powered deal screening and Altrio Enterprise (the evolution of the earlier Origin product) for institutional deployments, alongside a free sign-up entry point and demo-led enterprise sales. Software is paired with a data services component in which CRE-trained analysts validate AI-extracted deal data.

Revenue comes from subscription software sold to real estate firms, with tiered products for individual teams and enterprises, complemented by data services in which trained analysts validate extracted deal data. The company reported a 6x increase in revenue between its August 2021 seed round and its June 2022 Series A.

Traction

Altrio reports on its site that customers screen 2.5x more deals, spend 50% less time screening and underwriting, capture 5x more market data points, and that more than 1,000 unique deals are ingested per month. At its June 2022 Series A the company reported a 6x revenue increase and 7x customer increase since its August 2021 seed round, 26 employees, and customers with more than $1 trillion in combined assets under management including two of the world's three largest real estate investors. Secondary-market firmographic data lists an employee range of 30.

Latest developments

Recent developments include the launch of Altrio Pro, an AI-powered deal screening tool that connects to acquisition teams' inboxes to produce an automated, scored pipeline, and the transition of the Origin product into Altrio Enterprise. Altrio also released an MCP server that exposes its captured and structured deal data to Claude, ChatGPT, other MCP clients and firms' own agents, with permission inheritance, audit logging and a commitment that data is not used to train models. Brian McGowan joined the board of directors in July 2025, and Fairfield Residential Company LLC was recorded as a customer in June 2025.