Products
Solutions
Platform
Resources
Company
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Investor management

Fundraising Datarooms

Electronic Subscriptions

Unified Investor Portal

Portfolio Management

Portfolio Management

AI-Powered Data Ingestion

Valuations

ESG Data Management

Fund Accounting & Admin

Fund Accounting

Investor Services

Private Markets

Asset Management

Private Markets

Private Equity
Private Credit
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

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Customer Success

Customer Success

Support

Technical Capabilities

Technical Products & API

Productivity Plugins

Enterprise Co-dev

Security

Security & Trust

Resources

Company

Resources
About Us
Careers
Partners
Industry Recognition
Legal
Terms
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Contact our sales team

Investor management

Fundraising Datarooms

Electronic Subscriptions

Investor Portal

Investor Lifecycle Management

Unified Investor Experience & Portal

Portfolio Management

Portfolio Management

AI-Powered Data Ingestion

Valuations

Reporting & Analytics

ESG

ESG Data Management

Fund Accounting & Admin

Fund Accounting

Report Generation

Investor Services & Compliance

Investor Data Management

Need help? Contact our sales team

Private Markets

Asset Management

Banks

Service Providers

Private Markets

Private Equity
Private Credit
Venture Capital
Infrastructure
Real Estate
Secondaries / FoFs

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

COMPANY

About Us
Careers
Partners
Industry Recognition
Legal
Terms

Need help? Contact our sales team

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Infrastructure

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We use these Subprocessors for hosting and running our Services. These are third parties that store and process your data within our Service.

‍

Provider (and Parent as applicable) Purpose Location(s) by Country
Amazon Web Services, Inc. (and Amazon Web Services EMEA SARL) Cloud Hosting & Infrastructure Countries designated in Subscription Agreement as relevant. By default: Germany
MongoDB Limited Cloud Database Infrastructure Countries designated in Subscription Agreement as relevant. By default: Germany

‍

Platform

‍

We use these Subprocessors to help us manage and provide the Service.

‍

Provider (and Parent as applicable) Purpose Location(s) by Country
Twilio, Inc (SendGrid, Inc.) Email API / Transactional Email Infrastructure United States
Docusign Inc. Secure e-signature Infrastructure United States
Microsoft Corporation Productivity Applications, Add-In Distribution United States

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‍

Customer and Support Services

‍

We use these Subprocessors to offer direct support services to you and your team. They are primarily used for communications between Customers and our support teams.

‍

Provider (and Parent as applicable) Purpose Location(s) by Country
Hubspot Inc. Customer Relationship Management and Support United States
Slack Technologies Inc. (Salesforce Inc.) Internal & External Communications United States
Gong Inc. Communications & Call Recording / Transcription United States

‍

Atominvest Entities

‍

Other Atominvest Entities involved in offering the Services.

‍

Provider (and Parent as applicable) Purpose Location(s) by Country
Atominvest Software Inc. Wholly owned Atominvest subsidiary for support services United States

‍

Platform Subprocessors for AI Features

‍

We use these Subprocessors to help us manage and provide AI Features within the Service.

‍

Provider (and Parent as applicable) Purpose Location(s) by Country
OpenAI AI Product Features United States
Anthropic AI Product Features United States
Google Cloud AI Product Features United States

 

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