CUSTOMER SUCCESS

Invested in Your Success

We look to build enduring relationships with our customers, rooted in mutual trust, respect and shared success. We aim to deliver exceptional value through a deep understanding of our customers’ needs and goals. We commit to providing personalized, proactive, and consistent service that exceed expectations and foster long- term loyalty

Onboarding for success

Help for every customer

Every new Atominvest client receives dedicated support to get their solution deployed and delivering impact in as short a time as possible.

dedicated services

Bespoke success services

We offer customer success services that align with your level of complexity and implementation timeline - from first module to end-to-end solution.

consistent support

Help from us and your peers

Maximize the impact of Atominvest for your business by leveraging our team and Knowledge Base.

customer success

Customer Success for Our Clients and their Key Stakeholders

Our customer success and support teams provide white-glove service to our customers teams, their service providers, investors and portfolio companies

Customer Internal Teams

Our partnership model starts with our clients' internal teams. We work hand-in-hand to optimize workflows and streamline internal processes

Investors / LPs

Hands-on support for Investors / LPs to maximize the value of the investor portal

Portfolio Companies

Dedicated training for portfolio companies to upload data and access insights

3rd Party Providers

Collaborate with service providers to empower delivery of maximum impact to our shared clients

atominvest

In Numbers

Award winning technology built specifically for asset
managers, by private market professionals

70,000+

Global Users

750+

Funds

$5tr+

AUM covered

Customer Success

Core Principles

We invest in building lasting relationships, continuously supporting your evolving needs for sustainable growth

Your success is our success—our team is dedicated to aligning our goals and delivering value at every stage

We don’t wait for questions to arise; our team actively monitors and optimizes your experience to tackle challenges before they happen

Leverage the deep industry knowledge and experience of our dedicated experts to reach your goals with confidence

We embrace change and innovate to ensure our solutions stay ahead of industry trends, adapting quickly to meet your unique challenges

Customer Success

Meet our customer success team

Our global CS team is distributed across London and New York. We're fluent in 7 languages (English, French, Cantonese, Mandarin, Spanish, Hindi and Arabic), and support 70,000 users globally across fund managers, their investors and portfolio companies.

We have deep knowledge through training and experience across Atominvest's product, functionality, implementation, our customers' business, daily workflows and asset management.

customer success

Implementation Process

Our implementation process is designed to deliver quick time to value for our customers.

1

Understand Key Objectives

We work closely with you to ensure the project aligns with your business goals and delivers meaningful results

2

System Configuration

We tailor and configure the system to meet your specific organizational needs and use cases

3

Data Migration

We carefully analyze and map your data, establishing a smooth data migration process and quick time to value

4

Training & Launch Support

We provide comprehensive training customized for each business unit, as well as ongoing dedicated support to empower users to maximize the system’s capabilities effectively

Implementation partners

We partner with exceptional firms that have a shared mission and expertise in delivering impactful transformation projects to asset management & financial services firms

customer success

Use Cases

Explore real-world use cases to see how our solutions drive success across strategies and teams

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See our software in action

Engage with investors and stakeholders
like never before

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