NEXT-GEN SOFTWARE FOR
Placement Agents / Third-Party Distributors
The investments and fund management landscape keeps growing at an astounding pace. Fund managers are looking for additional pockets of capital; Investors are looking for additional sources of returns and exposure.
Placement agents / distributors play a key role in this market, matching up investor demand with a supply of high-quality investment opportunities / funds.
In order to capitalize on this growth in the market, placement agents need modern, intutive software that makes the team more efficient, centralizes data & processes and unlocks insights. From managing relationships across your pipeline of clients & mandates, to tracking all investor / LP interactions and uncovering actionable insights, Atominvest’s modern, purpose-built software can give you an edge in your business.
Software Solutions for Placement Agents
FUND / GP Relationship Management
Manage your relationships and primary / secondary mandate pipelines with Prospective Funds / GPs
Fundraising & Investor Relations
The complete investor relationship management & analytics system.
Tools and plugins to seamlessly integrate into your current setup & processes
Outlook Plugin | Excel Plugin | Bulk Uploads & Downloads | Single Sign On | User Permissioning | Enterprise Grade Security
Software Solutions for Fund Managers (Your Clients)
Placement agents often provide strategic advice to their clients (fund managers) on the optimal organizational and operational set up of their fund management business. This may involve providing guidance and recommendations to fund managers on fund structuring, technology, investor management tools, ESG, etc.
Atominvest’s software can also power fund managers’ businesses via integrated fund and investor management software with functionality spanning investor CRMs, datarooms, investor portals, portfolio management and ESG tracking.
Investor Relations CRM
Investor contact & relationship management, fundraising and analytics
Launch fundraising datarooms directly from the Investor CRM
A slick, branded Investor Portal providing a seamless experience to investors
Onboarding & Operations
Efficient investor onboarding & operational workflows
Easily collect portfolio data, manage value creation & unlock insights
ESG / Impact
Track portfolio ESG and maximize Impact