Investor management
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Investor Management
Investor Onboarding & E-Subscription Docs
Streamline investor subscriptions and fund closings
Request a demoLeading Fund Managers choose Atominvest
Provide a digital, guided onboarding experience to your investors
Global Client-base across Asset Management
70,000+
Global LP Users
750+
Funds
$5tr+
AUM covered
Streamline the investor onboarding process across Sub docs, KYC/AML and tax documents
- Digital investor onboarding across subscription docs, KYC/AML and tax processes
- Complete complex subdocs in minutes instead of hours
- Guided journey through subdocs to complete relevant sections
- Pre-filled responses from previous closes
- Digital signatures via Docusign
- Ask for clarifications using interactive comment threads
Find out more
Orchestrate your fund closing workflows and collaborate with internal teams & 3rd party providers via a single hub
- Start subscriptions from the in-built CRM or fundraising dataroom
- Track investor subscription progress with real-time dashboards
- Respond to questions from investors, request revisions where needed
- Receive automated notifications when actions are required
- Review, approve and complete fund closes
- Manage KYC/AML and tax documents
- Provide access to External Legal Counsel and Fund Admins
Find out more
Investor onboarding customized to your firm & funds' requirements and documentation
1
Setup
We setup your custom investor onboarding workflows and digitize your subdocs
2
Launch to Investors
Invite your investors to complete fund subscriptions and upload KYC, AML and tax docs digitally
3
Track & Approve
Respond to investor queries, request revisions, countersign and approve
4
Close
Complete subscriptions, extract documents & data via bulk exports or APIs/webhooks and process information for downstream workflows
Enhance visibility and collaboration of investor progress during closing
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Fundraising & IR Teams
Manage investor interactions and co-ordinate the subscription process.
Legal, Compliance & Tax
Review and sign-off on investor KYC/AML and tax documents.
External Legal Counsel
Review & verify subscription documents, request changes and respond to investor queries.
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Third Party Fund Admins
Conduct KYC/AML checks in line with local regulations and verfiy subscription package.
Investor Onboarding and
eSubdoc benefits
A great investor experience
Time and cost savings for fund managers, legal counsel and fund administrators
+$ cost savings
via eliminating unnecessary back-and-forth on complex onboarding documents
+$$ smooth fundraise
providing the path of least resistance to subscriptions and fund closings
+ weeks of time saved
for internal teams, fund counsels and fund admins
Award winning technology built specifically for asset managers, by private market professionals
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Sarah Nöckel
Vice President
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Sarah Nöckel
Vice President
"Of the 36 private equity and fund investments I've made over the past two years this is the cleanest and most useful presentation among them. Congratulations on what appears to be an excellent choice."
Chief Investment Officer
Institutional LP
"Using Atominvest, we reduced the time for sub doc completion to 35 mins from 8 hours."
Head of North America Client Services
Large Global Asset Manager
"We have had great feedback from clients engaging with content and datarooms via the system."
Investment Relations Leader
SCS Investment Partners
"The portal has worked very well, and we are quite pleased with the way it looks."
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Operations Analyst
Alhambra
Designed to fit into your current enterprise software and service provider infrastructure and operating model
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CRM Integrations
Seamlessly connect with leading CRMs to supercharge existing workflows
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SSO & Roles-based Permissioning
Streamline access and security with our SSO and role-based permissions for secure user management
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Enterprise API
Unlock scalability and take total control of your data with our powerful, enterprise-grade API
MS Excel Plugin for Reporting
Transform your data into insights with our MS Excel plugin for automated reporting and real-time modelling
Do you want streamline other areas of your investor journey & workflow? Check out some of our related investor management modules:
