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Turn Your Firm’s Network into Deal Flow with Relationship Intelligence

Trusted access wins mandates. Altrata gives investment banks verified executive intelligence, board-level relationship mapping, and CRM-native warm pathing — so deal teams know who to target, how to reach them, and when to engage.

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Altrata connects your deal team with the people who matter most

Origination and coverage

See who can open the door—map warm paths to owners, executives, sponsors, and board members before a competitor gets there.

Advisory and execution

Altrata’s verified board-level intelligence sharpens tailored outreach, diligence, and pitch preparation.

Overcome deal origination challenges

Relationship intelligence helps managing directors, sourcing teams, and business development leaders solve business-critical challenges.

Identify the right targets

Surface key decision-makers based on ownership structure, board composition, and executive background. Build target lists without the guesswork. 

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Qualify with verified intelligence

Assess targets on their leadership tenure, prior transaction experience, wealth, and affiliations. Prioritize the conversations most likely to become mandates. 

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Connect through warm paths

See how your firm already connects to a target’s boardroom, then act on those trusted paths directly inside your CRM. 

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“People buy from people that they like, and people buy from people that they trust. And often it’s that initial warm connection that makes all the difference”.

Dan Reinhold, Director, Barclay’s Private Bank

Key features

Human-curated executive and board profiles

7.6 million verified people and 5 million company profiles across public and private markets. Evaluate career and board history, wealth, and personal interests, so your team knows exactly who they’re approaching.

Relationship mapping and warm pathing

Billions of connections reveal how you already reach your target: via shared affiliations and past employers. Turn cold outreach into trust with a warm introduction.

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Boardroom intelligence

Understand board composition, tenure, and leadership teams across 65,000 public companies, plus privately held targets. Map shared directorships to turn one relationship into several warm paths.

CRM-native activation

Direct Salesforce integration and APIs push verified profiles, relationship paths, and news alerts into the systems your deal teams already work in, turning insight into outreach without interrupting your workflow.

Real-world results: customer highlight

Discover how Barclays Private Bank uses Altrata to replace cold outreach with warm introductions and well-targeted pitches.

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Client’s goals

Barclays Private Bank’s business development team connects prospects with capabilities across the Barclays Group. Advisors needed to understand who they were targeting before the first meeting.

The challenge

Cold outreach rarely lands. Communication preferences vary widely; many prospects will only respond to a personal introduction from a trusted third party.

The Altrata advantage

The team enriched internal data with Altrata’s wealth, personal, and network intelligence — uncovering the connections that led to warm introductions.

Impact

With Altrata, advisors replace guesswork with real context. They understand a prospect’s industry background, liquidity drivers, and shared networks before reaching out.

Resources

Discover prospecting powered by Altrata

Your next high net worth client isn’t on a list. They’re in your network. Altrata helps you find them, connect with them, and grow with them.