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How a global investor transformed monitoring and reporting for 25+ strategic investments with Atominvest
Atominvest centralizes portfolio monitoring, automates bespoke reporting, and improves transparency across a globally distributed set of strategic investments.
About the firm
AUM
$1 Billion
Firm type
Global Asset Management
Use case
Investor Management
Teams using
Investor Relations
,
Operations
,
Client Service
,
Modules
Electronic Subscriptions - Portfolio Portal - Next gen Portfolio Management
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60+
KPIs per asset configured and mapped
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Manual bottlenecks reduced
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Tailored reports produced quickly
Accessibility and transparency
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A Scalable Platform for Custom Reporting and Real-Time Insight
The client was looking for a scalable technology platform to streamline monitoring, automate custom reporting, and enable seamless digital sharing of insights with stakeholders.
Atominvest provided the ideal solution, offering:
- Flexible data infrastructure to capture bespoke metrics across investments and map them against standard performance benchmarks, delivering greater transparency and analytical consistency
- Custom report generation at scale, allowing the client to produce tailored outputs for each investment entity without increasing operational burden
- An intuitive investor portal that enabled real-time distribution of insights and reporting materials, improving transparency, communication speed, and stakeholder engagement
- Operational scalability, enabling the client to expand its investment portfolio and reporting cadence without a linear increase in cost or headcount
Managing Complex & Diverse Investments at Scale
The client was grappling with increasing complexity in tracking and reporting on a diverse portfolio of strategic investments across global asset managers. Key challenges included:
- Monitoring a large and varied set of investments with different structures, metrics, and reporting cadences, making consistent performance tracking a significant operational bottleneck
- A lack of flexible data infrastructure to support unique KPIs and investment-specific metrics, often resulting in inefficient manual tracking across disconnected systems and spreadsheets
- Difficulty producing bespoke reports at scale, tailored to each partner company’s performance and strategic benchmarks, which consumed significant internal resources and limited the ability to generate value-added insights
- An inability to efficiently share real-time insights and reports with LPs and stakeholders through a centralized, secure online platform, leading to delays and fragmented data access
From Manual Tracking to Real-Time Insights
Atominvest’s portfolio management and reporting solution not only addressed the client investment monitoring challenges, but also delivered a scalable and automated infrastructure for data management and reporting:
- 25+ portfolio companies onboarded, each with tailored configurations, including custom data structures and dozens of unique KPI metrics designed to reflect the diverse nature of the client holdings
- 60+ KPIs per asset configured and mapped across the platform, enabling consistent data capture, performance tracking, and benchmarking despite varying investment structures and reporting formats
- Seamless integration between Atominvest’s Portfolio Management Platform and a world-class reporting portal, enabling the client to generate and share investment reports and performance insights with stakeholders in real time, efficiently and securely
"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.""Of the multiple private equity and fund investments I've made over the past years this is the cleanest and most useful presentation among them. Congratulations on what appears to be an excellent choice."
Director, Partner Services
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