Altaroc

Altaroc is a new brand developed by Amboise Partners, one of the oldest European Private Equity firms. It was created in 1972 by Maurice Tchenio, pioneer of Private Equity in France.

Altaroc is bringing the best of Private Equity to retail investors, disrupting the market with a state of the art digital offer to their clients.

Industry
Private Equity
Product
B4 Fundraising

Challenges

For their first fund, Altaroc sought a digital solution to optimise the fundraising process and provide a fluid user experience to customers through digital technology.

Altaroc found B4Finance through a referral from one of our existing clients. As a result, they began using our solution and connected all their business processes around it, with API connections to their CRM & ERP.

Value Delivered

The platform is now up and running, and used by +40 financial advisors for online subscriptions.
+1 400 subscriptions have been successfully signed and approved.

For their first fund, Altaroc raised €180M in only 8 weeks between October and December 2021, exceeding its initial target.

The second fund, launched in 2022 is expected to triple the first one.

Solution Implemented

We successfully implemented our solutions:

Digital subscription
KYC forms and document collection
KYC/AML ongoing due diligence on investors and distributors

Our clients' testimonials

We have set up B4 Fundraising in 5 days and were able to digitise the process from A to Z. The Support Team has shown professionalism and expertise, we are very happy about B4Finance !

B & Capital

Bernard Arock, General Councel

We are happy with B4 solutions. Since our first fundraising we have developed a real partnership with B4Finance. Second fund has started in 2022 with bigger objectives!

Altaroc

Édouard Villier, COO

Partnering with B4Finance helped us simplify a mandatory duty as the AML/KYC process by its digitalization. The API of Factiva Dow Jones is “a must” as well as the automated risk scoring.

Inpulse IM

Clément André, Investment Officer

We digitally reviewed the KYC information of 13.000 end clients through B4Finance platform, used by 1.100 Financial Advisors for this occasion. The objective of KYC update has been achieved in 12 months.

Nortia

Laurent Ovion, Director of Innovations

Thanks to B4 Diligence and B4 Fundraising modules, we digitised daily tasks regarding online subscription to our funds. We appreciate the tool’s capability to plug through API to our internal softwares.