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How a global private equity fund manager modernized and aligned 200+ users on a single platform with Atominvest
About the firm
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Driving Transparency, Automation, and Scalable Growth
By deploying Atominvest’s portfolio monitoring platform and integrating it with core systems, a global investor created a centralized, real-time environment for managing performance data at scale.
Finance, deal, and fund administration teams gained streamlined access to consistent insights, while automated workflows replaced manual processes — improving transparency, reducing risk, and accelerating reporting.
Custom configurations and deep product alignment ensured the solution adapted to a global investor evolving needs, enhancing internal efficiency and enabling timely, investor-ready insights across the business.
Key Benefits
- A single source of truth for portfolio company data, with integrations across both upstream and downstream systems
- 200+ users aligned on a unified platform, including deal teams, finance teams, and fund administrators
- A long-term partnership established through ongoing collaboration, including the co-development of the Word plugin and multiple major feature releases driven jointly by Apax and Atominvest
Legacy Systems Blocking Scalable Growth
As a global investor continued to grow and increase the sophistication of its operations, the need for a scalable portfolio monitoring solution became increasingly critical. While the firm’s previous system had supported earlier stages of growth, it lacked the flexibility required to meet the evolving needs of deal, finance, and fund administration teams.
The legacy platform created operational constraints around scaling workflows, with limited adoption driven by usability challenges and integration gaps — particularly the inability to pull cash flow data from Investran for performance calculations. Reporting capabilities also fell short of the growing expectations of both internal teams and external stakeholders.
Transforming Portfolio Monitoring
A global investor selected Atominvest through a formal process led by PE Stack to upgrade its portfolio monitoring capabilities, with a focus on operational agility, data transparency, and real-time insight delivery.
Atominvest stood out for its partnership-led approach, cloud-native platform, and strong product alignment with a global investor evolving needs. The transformation included:
- Scalable Platform Configuration
Implementation of the Portfolio Monitoring module to support partnership accounting, allocations, and performance tracking, with the flexibility to adapt as operational requirements evolved. - Rapid Asset Migration
Migration of 135 assets within the client’s required timeline, later expanding to more than 170 assets managed on-platform. - Performance Insights
Seamless performance calculations enabled through direct integration of Investran cash flow data into the platform. - Partnership-Led Collaboration
Ongoing collaboration and product alignment to ensure the platform continued to support a global investor operational and strategic goals. - Connected Deal Lifecycle
API integrations with Investran, DealCloud, and Databricks automated data flows across the full deal lifecycle.
Together, these initiatives established a unified, scalable platform that supports a global investor continued growth and evolving investment infrastructure needs.
After my tech team ran their analysis, it was clear that, based on the flexibility of the platform combined with the enterprise-grade structure, Atominvest was the right choice.
Global Head of Finance
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