AI for Finance
Complex decisions
made simple

Altitude is the enterprise AI platform tailored for finance — providing advanced capabilities for firms that want an unfair advantage.
Explore Features
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90% of the world’s data was created in the last two years.
The volume of information is growing exponentially, leaving analysts overwhelmed by irrelevant details.
Analysts spend 60-70% of their workweek on repetitive data preparation tasks.
Manual processes delay insights, reducing time for strategic decisions.
Firms that leverage data automation report 50% faster deal cycles.
Automation isn’t just a convenience. It’s a competitive edge.
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Say goodbye to scattered workflows — analyze, decide, and deliver from one seamless hub.

Your Workflows
Unified and Enhanced

Data Consolidation
All your data in one centralized place.
Decision Acceleration
Tools that speed up your analysis.
Tailored Outputs
Deliver results in the style and format your analysts already use.
Discover How Altitude Can Transform Your Workflow.

Designed to Streamline Your Workflows

Effortlessly integrate and automate tasks for faster decision-making and smoother operations.
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1
Research

Knowledge At Your FingerTips

Altitude connects to your internal data sources, 3rd party sources, and our own proprietary sources creating. unified knowledge base for you, your team, and your firm.
2
Analysis

Powerful Data Analysis

Work at the speed of thought through an AI enabled data analysis layer, with full data visualization and analysis toolkit. Best of all, all work is native to Excel by default letting you pick up the work by hand at any point.
3
Deliver

Translate Analysis into Tasks

Synthesize weeks worth of work into presentations, reports, and deliverables that are email ready in minutes. Altitude builds presentations in your firms templates by design
4
Automate

Reports, Ready to Impress

Generate professional-grade presentations with a single click. Altitude converts your analysis into stunning, client-ready slides.

Security you
can Trust

Altitudes's security ensures that your data is always protected with the highest standards.
S01
Compliance Overview
  • SOC2 Certified and Audited
  • Undergoes annual compliance audit
S02
External Testing

Altitude undergoes third-party penetration testing to identify security vulnerabilities before they can be exploited by malicious actors.

S03
Trust but Verify

Altitude retains a 3rd party security firm to ensure our products stay at the cutting edge while providing best in class data safety for our customers.

S04
Practices
  • Encrypted in Transit and at rest
  • TLS 1.2
  • AES 256
S05
Compliance and Governance

Altitude provides comprehensive enterprise administration features that give you complete control over your firm's data and operations. Track every aspect of system usage including queries, file access, document generation, and user activities through detailed audit logs. Gain granular control over permissions and access levels across teams, ensuring your sensitive data remains protected while enabling seamless collaboration.

Private Equity

Altitude brings a suite of tools to accelerate diligence. With processing pipelines to match every use case, you'll never get lost in the details or miss one either.
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1.
Retention Analysis
Automate regular reporting on churn and retention metrics with instant insights into customer lifetime value.
2.
Exit Strategy Scenarios
Simulate IRR and valuation scenarios instantly to refine exit strategies and investor presentations.
3.
Market Expansion Feasibility
Instantly assess geographic or market entry opportunities by synthesizing KPIs and external data trends.
4.
Debt Capacity Modeling
Automate debt-to-equity scenario analysis to optimize capital structures for refinancing or growth.
5.
Operational Benchmarking
Instantly compare operational KPIs across industries to identify efficiency gaps and cost-saving opportunities.
6.
ESG Impact Analysis
Automate ESG impact evaluations with detailed benchmarks and actionable recommendations for stakeholders.
Private Equity

Investment Banks

Altitude brings a suite of tools to accelerate diligence. With processing pipelines to match every use case, you'll never get lost in the details or miss one either.
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1.
Synergy Analysis
Simulate cost savings and revenue synergies instantly to support merger discussions and negotiations.
2.
Debt Offering Comparables
Automate reporting on recent debt offering comps, including pricing, spreads, and ratings, in seconds.
3.
Earnings Call Insights
Extract guidance and management commentary from earnings call transcripts to inform deal analysis.
4.
Comprehensive CIM Builder
Instantly generate CIM commentary by automating the synthesis of financial data and sell-side inputs.
Investment Banks

Equity Research

Altitude brings a suite of tools to accelerate diligence. With processing pipelines to match every use case, you'll never get lost in the details or miss one either.
Get Started
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1.
Portfolio Return Decomposition
Automate regular reporting pacon performance attribution, breaking down returns into allocation and selection effects.
2.
Sentiment Analysis
Instantly deploy agents to analyze news articles, press releases, and social media platforms to gauge public sentiment about a company or industry.
3.
Risk Assessment
Detect anomalies in financial statements, trading patterns, or other data that may indicate fraud, operational risks, or significant market events.
4.
Report Harmonization
Summarize extensive analyst reports into concise, actionable insights and deploy their assumptions directly into your own models.
Equity Research

Got Questions?
We’ve got answers

1.
Does Altitude train on my firm's data?

No. Altitude never uses your firm's proprietary data to train our models. We maintain strict data isolation between clients, and your data is only used to generate outputs for your specific use cases. This ensures complete confidentiality and protection of your intellectual property.

2.
Is Altitude SOC II compliant?

Yes. As a financial AI company handling sensitive data, Altitude maintains SOC II Type II compliance and undergoes regular independent security audits. Our enterprise-grade security infrastructure includes:

  • Multi-factor authentication
  • End-to-end encryption (AES-256)
  • Continuous security monitoring
  • Regular penetration testing
  • Secure data centers

We understand the critical nature of financial data and maintain rigorous security protocols that meet or exceed industry standards. Our security team regularly reviews and updates these measures to address emerging threats and maintain compliance with evolving regulations.

3.
What formats does Altitude export to?

Altitude generates outputs in their native Microsoft formats, exactly matching how your analysts currently create and structure their work:

  • Excel (.xlsx) - Maintains all formulas, links, and complex financial model structures
  • PowerPoint (.pptx) - Preserves your firm's exact presentation templates and formatting
  • Word (.docx) - Replicates your standard documentation style and formatting

By producing deliverables in these native formats, Altitude ensures the output is indistinguishable from your analysts' current work and integrates seamlessly into your existing review and collaboration workflows. This means partners and senior team members can review and provide feedback using the same processes they've always used.

4.
What types of analysis can Altitude perform?

Altitude excels at various financial analysis tasks including:

  • Market research and competitor analysis
  • Financial modeling and valuation
  • Industry research and trend analysis
  • Data aggregation from multiple sources
  • Custom presentation creation

All outputs adhere to your firm's specific templates and styling guidelines.

5.
How accurate is Altitude's analysis?

Altitude maintains high accuracy through multiple validation layers and quality checks. Our platform cross-references data from multiple reliable sources and employs sophisticated error detection algorithms. Transparency is paramount in our process - every data point and calculation is fully traceable to its source. We recommend that analysts review all outputs as part of their standard workflow, and we provide comprehensive documentation of our methodology.

6.
How long does it take to get started with Altitude?

The implementation timeline primarily depends on your organization's security review and approval process. Once security requirements are met, most firms can be fully operational within a few days through our streamlined onboarding process:

  • Template and brand guide integration
  • User setup and training
  • System configurations and integrations

Our dedicated implementation team works closely with your security and IT teams to ensure a smooth deployment process.

Note: Altitude continues to evolve through active partnership with our customers. We prioritize frequent iteration cycles based on partner feedback, ensuring that our platform delivers and sustains its value well into the future.

7.
How can I get started?

You can schedule a demo today or reach out to terry@altitude.so directly to learn more! Our team will walk you through a personalized demonstration of how Altitude can meet your firm’s needs.

8.
What kind of support does Altitude provide?

At Altitude, we believe in true partnership with our clients. Our support model is built around close collaboration and continuous engagement:

  • 24/7 technical support through your preferred communication platform
  • Rapid iteration cycles with features refined and deployed daily

We view our relationship as a two-way partnership. Your team's feedback and insights directly shape our product development, ensuring Altitude continues to meet the demands of financial workflows. Our success is measured by your team's ability to deliver exceptional work more efficiently.