CRM-native pipeline vs. OSINT-powered LP discovery. Altss uses open-source intelligence to surface real-time allocator signals across 30,000+ global LPs and family offices. AllocatorBase installs scored pipeline infrastructure into your CRM for the U.S. wealth channel.
| Criterion | AllocatorBase | Altss |
|---|---|---|
| Best for | Alternative asset managers raising capital from RIAs, wealth managers, and family offices | Global capital formation teams targeting institutional LPs and family offices |
| User type | Fundraising teams, IR professionals, distribution heads at alternative managers | Capital formation professionals, business development, LP relations |
| Data coverage | 125,000+ U.S. RIAs, wealth managers, family offices, endowments, pensions, foundations | 30,000+ global institutional investors, family offices, and LPs with signal-based discovery |
| Core technology | Probability scoring engine (0–100), engagement tracking, fit scoring, fully managed CRM integration (HubSpot/Salesforce) | Searchable database with filtering and export |
| Data source | SEC EDGAR ADV filings, IAPD/CRD matching — verifiable per record | Proprietary research; sources not publicly specified |
| CRM integration | Native HubSpot & Salesforce integration with bidirectional sync, custom objects, automation | No CRM export; routes signals to Slack and WhatsApp for manual follow-up |
| Pricing | $750/month ($9,000/year) — no per-seat pricing | $12,000/year (family offices only) or $15,500/year (full LP coverage), per seat |
| Unique advantage | Probability scoring, capital-formation-specific pipeline stages, CRM-native execution | Global LP coverage, signal-based discovery, no-export data protection model |
Both platforms serve alternative asset managers. But they solve different problems. Altss helps you find and research global LPs and family offices through signal-based discovery. AllocatorBase helps you build and execute a scored fundraising pipeline against the U.S. wealth channel inside your CRM.
Altss covers 30,000+ institutional investors and family offices globally — a broader universe than AllocatorBase's 125,000+ U.S. RIAs and wealth managers. But the comparison isn't just about count. Altss is a discovery and research platform where data stays inside its own system. AllocatorBase installs scored data into your CRM with pipeline stages, automation, and probability scoring. If you need global LP discovery, Altss is strong. If you need a CRM-native execution system for the U.S. wealth channel, AllocatorBase is designed for that.
It depends on your workflow. Altss's no-export design is intentional — it prevents contact decay, protects deliverability, and reduces compliance risk from bulk data circulation. It routes signals to Slack and WhatsApp for manual follow-up. If your team prefers keeping discovery and outreach in separate systems, that works. If your team needs all allocator data, scoring, outreach, and pipeline tracking inside one CRM, AllocatorBase is built for that integrated workflow.
AllocatorBase starts at $750/month ($9,000/year) with no per-seat pricing. Altss offers family-office-only access at $12,000/year or full LP coverage at $15,500/year, priced per seat. For a team of 2–3, Altss's full LP plan costs $15,500+ while AllocatorBase costs $9,000 regardless of team size. Both publish pricing transparently, which is rare in this category.
No. Altss is optimized for global LP discovery and signal-based outreach. AllocatorBase is optimized for U.S. wealth-channel capital formation infrastructure. If your raise targets global LPs and family offices, Altss's discovery model is strong. If your raise targets U.S. RIAs and wealth managers, and you need CRM-native pipeline execution, AllocatorBase is the better fit.
AllocatorBase sources data from SEC Form ADV filings and IAPD regulatory databases. Every firm profile is grounded in regulatory disclosure — AUM, regulatory assets, custody, and filing history. This regulatory-grade sourcing means the data is independently verifiable and updated daily as new filings arrive.
Yes. AllocatorBase installs natively into HubSpot and Salesforce with bidirectional sync, custom objects, and pre-built pipeline stages. When probability scores update or engagement signals change, your CRM reflects those updates automatically.