Atominvest Software | ESG & Sustainability

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Private Markets

Asset Management

Software to deliver streamlined investor experiences and efficient workflows across investor management

Private Wealth

Robust, scalable technology for private wealth firms to support democratization of alternatives

Banks

Technology to efficiently monitor borrowers and automate data collection

Service Providers

Software to streamline fundraising, reporting, electronic subscriptions and investor lifecycle workflows for asset management service providers

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COMPANY

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70,000+

Global Users

750+

Funds

$5tr+

AUM covered

ESG Metrics Management: Use a combination of pre-built and custom ESG metrics libraries aligned to global standards (e.g. EDCI, SASB/GRI etc.) or internal reporting requirement

Automate data collection workflows from portfolio companies and track completion, send reminders and request resubmissions

Robust data integrity via approval workflows, data locks/ validations and full audit trails

Enable portfolio companies to respond to data requests via guided questionnaires or MS Excel data uploads

Analyze data via built-in visualizations, custom dashboards & MS Excel plugins

Generate reports for LPs and submit data to benchmark providers (e.g. EDCI) easily

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Centrally Manage and Approve ESG Data Collection Workflows

Easily configure ESG data collection workflows to collect data from portfolio companies or internal teams

Automated email scheduling and reminders for upcoming / overdue workflows

Enable portfolio companies to easily upload and submit data & documents into the system via the Portfolio Data Collection Portal without any rigid templates

Ensure data quality through internal reviews / approvals of data submission workflows (and request resubmissions as required)

External Portfolio Data Collection Portal

A secure portal through which portfolio companies can submit ESG data and complete questionnaires

Review, revise and resubmit data to ensure data accuracy and quality

Share ESG guidelines and content with portfolio companies via the portfolio company portal

Reporting

Create and refresh reports and existing excel templates with the click of a button via our robust Excel plugin

Easily build custom queries via our intuitive user interface

Built to accommodate generation / refresh of periodic reports (e.g. Quarterly reports) or ad-hoc analysis (e.g. Portfolio reviews, LP queries etc.)

Analytics & Dashboarding

Portfolio data analytics and visualization functionality with a combination of one-click analytics and custom dashboarding

Analyze data in-context through flexible analytics tools built for bottom-up or top-down analysis with drill-through capabilities

Flexible analytics and dashboarding toolkit that can be used across finance, portfolio, investor relations, ESG and deal teams

esg & Impact Monitoring

Excel Plugin

Powerful MS Excel plugin available via the Microsoft store to enable direct streaming / refresh and push of portfolio data from MS Excel

Create custom reports & analysis via our intuitive formula builder on MS Excel

Refresh reports & models with real-time data at the click of a button

Maintain custom formatting and consistent brand guidelines

Push updated data into the ESG system from Excel

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See our Software in Action

Automate data collection and streamline tracking & reporting on ESG / sustainability across your portfolio

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ESG & Impact Management

Leading Fund Managers choose Atominvest

Request a Demo

ESG & Impact Management

Leading Fund Managers choose Atominvest