Investor management
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Investor Management
Atominvest’s Unified Investor Experience
Providing a unified experience for investors across the full investment lifecycle: from fundraising, subscriptions, reporting to investor lifecycle management
Request a demoLeading Fund Managers choose Atominvest
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A single hub to manage all investor interactions from fund marketing, subscriptions through to reporting
Award winning technology built specifically for asset
managers, by private market professionals
70,000+
Global LP Users
750+
Funds
$5tr+
AUM covered
Deliver an end-to-end investor experience in one unified portal
Enable your internal and 3rd party teams to manage all investor interactions through a powerful admin hub
Fundraising Datarooms
Securely share documents with prospective investors to market new investment opportunities (funds, co-investments etc.)
For Investors
- Find information easily via a modern, easy to navigate interface
- Securely access fundraising documents to perform due diligence
- Surface key information with content rich, multimedia datarooms
For Fund managers
- Quickly upload files and folders
- Assign & control investor permissions with ease
- Leverage in-depth investor analytics to raise more effectively
Find out more
Onboarding & E-Subdocs
Streamline the onboarding and subscription process for investors
For Investors
- Guided "Turbotax type" Sub Doc completion with pre-filled responses from previous closes
- Ask Fund Managers questions using interactive comments feature
- Sign digitally with DocuSign integration
For Fund managers
- Centralize management of the subscription process with a single hub to view progress across subscription docs, KYC/AML, tax and other workflows
- Track investor progress with real-time dashboards
- Access for Legal Counsel and Fund Admin users
Find out more
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Reporting Portal
Share post-investment documents (e.g. quarterly reports, cap call notices, factsheets etc.) and data with investors at scale via a robust investor reporting portal.
For Investors
- Access key reporting documents across funds in a single place
- Filter and find information with ease via an intuitive, self-serve tool
- Deep dive into fund performance with custom dashboards
For Fund managers
- Easily permission contacts to recieve specific categories of documetns
- Understand LP engagement and track activity
- Quickly upload documents in bulk and manage version control, publishing, and notifications on platform
Find out more
Insights & Content Hub
Engage your current and prospective investors via sharing relevant thought leadership, market commentary, videos/ webinars with them.
For FUND MANAGERS
- Easily create and publish content to investors
- Stay top of mind with investors and prospects by sharing engaging content
- Track engagement analytics
Find out more
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
"The subscription software is amazing."
Senior Counsel
Paul Weiss
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
Enhance visibility and collaboration of investor interactions across teams
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Fundraising & IR Teams
Securely share documents and data with investors.
Finance & Investor Services
Post documents and investor notices, request information from investors and respond to queries.
Legal, Compliance & Tax
Review sub docs, KYC/AML, tax documents and request information from investors.
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Third Party Fund Admins
Enable Fund Admins to post documents across funds they administer.
Do you want streamline other areas of your investor journey & workflow? Check out some of our related investor management modules:
Supercharge your investor servicing
Engage with investors and stakeholders
like never before