Atominvest Software | Investor Portal

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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 LP Users

750+

Funds

$5tr+

AUM covered

10m+

Documents

Secure document sharing

Enable investors to securely access sensitive documents and investment performance reports (e.g. Capital Calls, Quarterly Reports, Tax documents etc.)

Dynamic Content & Dashboards

Share dynamic content (e.g. videos, charts etc.) and create custom dashboards to provide additional data and content to your investors

Investor Self-Service Tools & Workflows

Enable investors to update contact details, wire instructions, subscribe to funds, refresh KYC/AML/tax documents with integrated investor lifecycle management tools

Robust document and investor permission management matrix

Easily bulk upload, share and permission documents and investors across various different permissions at scale

Notifications management

Automated and customizable notifications to investors to access key documents and information via the Investor Portal

In-depth Analytics

Track emails, document opens/ reads and investor activity across the portal

Access Control & Maker-Checker Workflows for Internal Teams & 3rd Party Service providers

Enable multiple teams and 3rd party fund admins to post documents across multiple funds via granular access control and maker-checker workflows

Ultra-scalable

Technology built to enable firms to confidently manage millions of documents & notifications across hundreds of thousands of investors

Enterprise Integrations

Integrate with upstream and downstream systems via Atominvest’s bidirectional APIs, webhooks and SFTP connectors

Fundraising & IR Teams

Access analytics to inform fundraising activity. Share marketing materials with interested investors.

Legal, Compliance & Tax

Check documents before publication. Manage portal permissions in bulk.

Third Party Fund Admins

Enable Fund Admins to post documents across funds.

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Sarah Nöckel

Vice President

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."

Operations Analyst

Alhambra

CRM Integrations

Seamlessly connect with leading CRMs to supercharge existing workflows

SSO & Roles-based Permissioning

Streamline access and security with our SSO and role-based permissions for secure user management

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

See our Software in Action

Engage with investors and stakeholders
like never before

Request a demo

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Investor Portal

Leading Fund Managers choose Atominvest