Products
Solutions
Platform
Resources
Company
Request a demo

Investor management

Fundraising Datarooms

Electronic Subscriptions

Investor Portal

Investor Services

Investor Data Management

Unified Investor Portal

Portfolio Management

Portfolio Management

Valuations

ESG Data Management

Fund Accounting & Admin

Fund Accounting

Investor Services

Investor Portal

Private Markets

Asset Management

Private Markets

Private Equity
Private Credit
Growth Equity
Venture Capital
Infrastructure
Real Estate

Asset Management

Asset Managers
Hedge Funds

Private Wealth

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

Private Banks
Wirehouses / RIA
Platforms
Multi-Family Offices

Banks

Technology to efficiently monitor borrowers and automate data collection

Direct lending Loan
Monitoring
Fund Finance

Service Providers

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

Placement Agents
Fund Administrators
Fund Counsel / Law Firms
Facility Agents
Managed Service Providers

Explore

Integrations

Insert short product description here, it should be about the product

Integrations

Insert short product description here, it should be about the product

Customer Success

Customer Success

Support

Technical Capabilities

Technical Products & API

Productivity Plugins

Enterprise Co-dev

Security

Security & Trust

Company

Resources
About Us
Careers
Partners
Industry Recognition
Legal
Terms
Book a demo

Need help? Contact our sales team

Investor management

Fundraising Datarooms

Electronic Subscriptions

Investor Portal

Investor Lifecycle Management

Investor Data Management

Unified Investor Experience & Portal

Portfolio Management

Portfolio Management

AI-Powered Data Ingestion

Valuations

Reporting & Analytics

ESG

ESG Data Management

ESG Questionnaires

Fund Accounting & Admin

Fund Accounting

Capital Activity

Report Generation

Portfolio Lookthrough

Investor Services

Investor Portal

Compliance

Need help? Contact our sales team

Private Markets

Asset Management

Banks

Service Providers

Private Markets

Private Equity
Private Credit
Growth Equity
Venture Capital
Infrastructure
Real Estate
Secondaries / FoFs
Direct Deals / Co-investment

Asset Management

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

Multi-Strategy Asset Managers
Long-Only Asset Managers
Hedge Funds
Managed Accounts (SMAs)

Private Wealth

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

Private Banks
Wirehouses / RIA
Platforms
Multi-Family Offices

Banks

Technology to efficiently monitor borrowers and automate data collection

Direct lending Loan
Monitoring
Fund Finance

Service Providers

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

Placement Agents
Fund Administrators
Fund Counsel / Law Firms
Facility Agents
Managed Service Providers

Need help? Contact our sales team

Customer Success

Customer Philosophy

Customer Success

Support

Technical Capabilities

Technical Products & APIs

Productivity Plugins

Integration Capabilities

Enterprise Co-dev

Security

Security & Trust

Need help? Contact our sales team

Need help? Contact our sales team

Tab 1
Tab 2
Tab 3
Tab 3
Tab 3

Modern Technology for Asset Management

Best-in-class, AI-powered software to modernize firm operations across investor management and portfolio monitoring.

Request a demo
Products

Modern, AI-enabled technology for Asset Management

Modular software to streamline Investor and Investment Management

Investor Management

A unified investor experience and portal to streamline all investor interactions across fundraising, onboarding & subscriptions and reporting.

Accelerate fundraising engagement and answer questions efficiently using our AI-assistant.
‍
 

Learn more

Portfolio Management

AI-enabled data ingestion to extract portfolio data accurately, at scale across various documents & Data sources, centralize data management and tracking across funds & portfolio companies.

Automated workflows for efficient metric collection and a comprehensive performance analysis, valuations & reporting suite.

Learn more

Fund Accounting & Admin

Powerful fund administration and reporting engine to track fund, asset and investor-specific data and workflows for reporting, notice creation (capital calls, distributions) and investor record management.

Comprehesive investor reporting & analytics suite.

Learn more

Atominvest In Numbers

Global client base across Asset Management

100K+

Global Users

750+

Funds

$5tr+

AUM covered

Solutions

Tailored Solutions for Every Team in Asset Management

Whether you're managing portfolios, raising capital, or running operations—our software and AI-powered tools streamline workflows and unlock productivity for your team.

Private Markets

Full suite of solutions for investor management / client experience, portfolio management and administration - powered by AI to reduce manual work and improve accuracy.

Learn more

Asset Managers

A modern, branded, unified client experience management system across the full investor lifecycle of fundraising, onboarding, reporting and investor workflows.

Learn more

Testimonials

Trusted by Leading Firms to Power their Operations

Delivering cutting-edge solutions to leading investment firms

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

Our Products: Investor Management

Our Products: Portfolio Management & Fund Operations

Portfolio Management

AI-enabled data ingestion, centralized tracking of company/asset/fund data, automated workflows and a comprehensive reporting suite.

Fund Accounting & Admin

Powerful transaction ledger streamlines fund performance analysis, capital call generation and quarterly reporting.

ESG Data Management & Reporting

One single source of truth for all sustainability, impact, and ESG data with automated workflows to streamline metric collection, which allows for in-depth performance analysis and automated reporting.

built for enterprise

Enterprise Functionality

Designed to fit into your current enterprise software and service provider infrastructure and operating model

MS Excel Plugin

Transform your data into insights with our MS Excel plugin for automated reporting and real-time modelling

MS Outlook / Gmail Plugins

Boost productivity with our MS Outlook and Gmail plugins for email integration

Enterprise Bidirectional API

Unlock scalability and take total control of your data with our powerful, enterprise-grade API

SSO & Roles-based permissioning

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

Scale with security

Our platform is designed with multiple layers of enterprise-grade security to provide our clients with processes, controls and reporting required to safeguard their data and operations. As guardians of our clients’ most sensitive and confidential data, we uphold the highest industry standards in encryption, 
data storage, and authentication.

Learn more

Supercharge
your firm operations

See how our leading technology and AI-powered features can give your firm an operating edge

Request a demo