Investor management
Portfolio Management
Need help? Contact our sales team
Need help? Contact our sales team
Customer Success
Technical Capabilities
Security
Need help? Contact our sales team
Need help? Contact our sales team
Investor Management
Fundraising Datarooms
Accelerate your next fundraise with branded, content-rich datarooms
Request a demoTrusted by the best
Market your funds and co-investments to investors via secure datarooms
A global client-base across Asset Management
70,000+
Global LP Users
750+
Funds
$5tr+
AUM covered
Securely share fund marketing materials and documents with your investors with ease
Fundraising Datarooms
Easy-to-use fund marketing / dataroom functionality:
FOR FUND MANAGERS
- Quickly upload files and folders
- Assign & control investor permissions with ease
- Leverage in-depth analytics to track fundraises more effectively
For Investors
- Find information easily via a modern, easy to navigate interface
- Quickly interact with fund managers via customizable buttons
- Surface key information with content rich, multimedia datarooms
Find out more
Additional feature sets to provide robust marketing, analytics, workflow, and compliance tools during fundraising
Analytics & Reporting
Track investor engagement and easily generate reports
- Track user activity and engagement on datarooms, documents, investor accounts etc.
- Reports & dashboards on funds in market
- Sync engagement analytics with external or the in-built CRM
- Custom reporting and real-time analytics data stream via our Excel Plugin
Find out more
Marketing Compliance
Built-in investor accreditation management and fund marketing compliance features
- Configure NDAs / confidentiality agreements
- Set up and track investor accreditation e.g. Accredited Investor, Qualified Purchaser, MIFID Professional clients etc.
- Audit trails on compliance interactions
Find out more
Email Marketing & Notifications
Integrated email marketing at your fingertips
- Email investors and send notifications directly from the datarooms
- Branded templates for news, factsheets, quarterly reports etc.
- Track engagement of email marketing campaigns
Find out more
Insights & Content Hub
Content hub for articles, thought leadership and market updates
- Insights feature allows you to publish and share thought leadership content with investors
- Share articles, videos, documents with investors outside of ongoing fundraising
- Track engagement & analytics
Find out more
Award winning technology built specifically for asset managers, by private market professionals
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Sarah Nöckel
Vice President
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
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."
.jpg)
Operations Analyst
Alhambra
"The subscription software is amazing."
Senior Counsel
Paul Weiss
Designed to fit into your current enterprise software and service provider infrastructure and operating model
.png){kind=icon}
CRM Integrations
Seamlessly connect with leading CRMs to supercharge existing workflows
.png){kind=icon}
SSO & Roles-based Permissioning
Streamline access and security with our SSO and role-based permissions for secure user management
.png){kind=icon}
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:
Supercharge your fundraise
Engage with investors and efficiently manage your fundraises
Request a demo