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Portfolio Management
A modular operating system built to level up your portfolio operations
Atominvest replaces fragmented spreadsheets, manual data handling, and rigid monitoring tools with a fully automated, audit-ready portfolio operating system. Go live in weeks, with Atominvest accountable for adoption, time-to-value, and outcomes.
Built for private equity and private credit firms by industry professionals
Turn fragmented portfolio data into AI-powered intelligence, across every fund and asset class
How it works
Replace manual work and fragmented data systems with clean, easily accessible data across your entire portfolio
Most investment teams still manage portfolio data through siloed spreadsheets, PDFs, and disconnected systems, making it manual, time-consuming, and difficult to audit.
Modern firms need continuous visibility across performance, risk, and trends without adding operational burden or backend rework.
Atominvest delivers connected portfolio workflows across data ingestion, analysis, and reporting. So, teams can move faster with confidence and control, without taking on another system to run.
Clean data for your entire portfolio
Live in weeks
No spreadsheet stitching
01
Ingest
AI-powered extraction from Excel, PDFs, board decks, lender packages, and bespoke reports. Any format, any cadence
02
Structure and validate
Every data point validated, matched, time-stamped, and fully auditable with configurable approval workflows
03
Analyze
Real-time performance calculations, covenant testing, anomaly detection, and trend analysis across assets and funds
04
Report
Investor-ready quarterly, monthly, and ad-hoc reports in minutes - accurate, consistent, audit-ready
Atominvest is focused on clear, measurable impact
Asset managers using Atominvest's portfolio management platform consistently report significant reductions in manual work and faster, more accurate reporting cycles from day one of go-live.
Over
0
%
Reduction in manual data collection
Over
0
%
Faster quarterly reporting cycles
Up to
0
x
Increase in monitoring frequency
Up to
0
%
Fewer operational handoffs
Portfolio management modules
A complete operating system
for portfolio management
AI-powered data ingestion
Audit-ready data
you can trust
Collect and structure portfolio data automatically,
regardless of format, cadence, or complexity.
regardless of format, cadence, or complexity.
Ingest financials, KPIs, covenants, and commentary from Excel, PDFs, board decks, lender packages, and bespoke reports
AI-powered extraction captures data directly from source documents, eliminating manual re-keying
Every data point is validated, matched, time-stamped, and fully auditable
Configurable workflows ensure complete, on-time submissions across portfolios
Flexible data models support institution-specific KPIs across assets and strategies
Delivered and maintained by Atominvest - not left to internal teams to manage
Your outcome
A single source of truth that replaces fragmented inputs - without rigid templates or manual work.
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Portfolio intelligence and analysis
Always-on visibility
across assets and funds
Turn raw data into real-time insight the moment it arrives.
Automated performance calculations with full transparency and control
Real-time covenant testing and risk alerts for credit strategies
Anomaly detection and trend analysis across assets and portfolios
Commentary summarization to highlight what changed, and why
Unified asset, fund, and portfolio-level views built for decision-making
Your outcome
Faster decisions, earlier risk detection, and confidence in how every number is calculated - and defended in audits and investment committees.
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Automate time-consuming reporting
Investor-ready
reporting in minutes
Eliminate manual reconciliation, spreadsheet stitching, and reporting fire drills. Replace quarter-end scrambles with a repeatable, auditable reporting process.
Generate quarterly, monthly, and ad-hoc reports in minutes
Live dashboards and models update automatically as data changes
Fully customizable outputs by fund, strategy, or stakeholder
Confidence built on validated, auditable portfolio data
Your outcome
Accurate, consistent, audit-ready reporting, without the time-consuming backend work or reconciliation cycles.
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Built to work the way you do
Configurable, connected, institutionally ready - without the operational overhead
Atominvest adapts to your operating model, not the other way around.
Highly configurable metrics, workflows, and data structures
Seamless integrations with fund accounting, CRM, and deal systems
Stream and refresh data directly into models and reports with Microsoft Office plugins
Bi-directional APIs and real-time data sync
Institutional-grade permissions, governance, and audit trails - delivered and maintained without long implementation cycles
Your outcome
A platform that scales with your firm as strategies, teams, and portfolio complexity grow.
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Delivered for outcomes - not just deployment
Institutional software often fails because it is configured, not adopted
Atominvest pairs flexible technology with hands-on implementation and customer success to ensure outcomes are actually delivered. We take accountability for adoption, time-to-value, and operational outcomes, so you never end up with a platform your team doesn't use.
What stood out wasn’t just the technology - it was how Atominvest worked with us to make sure it was actually adopted.
Senior Finance LeaderGlobal Private Markets Firm
What customers experience
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Fast time-to-value
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High adoption across teams
Continuous optimization as needs evolve
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A true partnership, not a handoff
Built for your strategy
Purpose-built for private
equity and private credit
Atominvest is built for private equity and private credit firms by private markets
professionals - focusing on delivering control, focus, and speed, not just dashboards.
professionals - focusing on delivering control, focus, and speed, not just dashboards.
Portfolio monitoring built
for Private Equity firms
Today's advanced portfolio management systems are designed to free up deal teams from the tyranny of fragmented, unstructured data.
AI-powered extraction and structuring of unstructured data from PDFs, board packs, and spreadsheets, including cap tables, financial statements, and operating KPIs
Flexible, user-configurable KPI engine tailored to each strategy and asset class
Cross-portfolio performance and covenant monitoring with customizable analytics and reporting
Improved data integrity through validation workflows, audit trails, and approval processes
A scalable, AI-first platform supporting continued growth and data-driven decision-making
Your outcome
Atominvest empowers PE deal teams to automate data ingestion, improve data integrity, and deliver measurable operational efficiency - freeing investment teams to focus on value creation, not data management.
Proactive borrower monitoring for private credit
Credit managers often spend considerable time collecting and reconciling borrower data before analysis even begins. Atominvest automates that step - borrower data, financials, and compliance information are captured instantly, tested in-system, and rolled up into portfolio dashboards
Automated data collection from borrowers - captures financials and compliance certificates, tests results against covenants automatically
Real-time covenant testing with automated alerts - surfaces risks and exceptions so oversight becomes proactive rather than retrospective
Standardized P&L tracking to enhance comparability across portfolio companies in different industries
Automated investment cash flow ingestion and validation providing immediate visibility into key borrower health metrics
Streamlined data collection with automated borrower reporting packages and built-in validation and approval steps
Your outcome
Atominvest helps private credit teams replace fragmented spreadsheet workflows with an auditable, automated platform that surfaces risks early and keeps oversight proactive rather than retrospective.
Why customers choose Atominvest
Institutional-grade capability.
Without the complexity.
Trusted by global asset firms managing trillions in assets to replace
both legacy institutional systems and analytics-only tools.
both legacy institutional systems and analytics-only tools.
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More flexible than rigid legacy
portfolio systems
Broader than analytics or valuation-only platforms, without adding operational burden
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Built for real-world portfolio operations
Unrivaled customer support
and time-to-value
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Institutional-grade capability without the complexity - delivered as a managed operating layer
More flexible and easier to operate than rigid legacy portfolio systems
After my tech team ran their analysis, it was clear that based on the flexibility of the platform combined with the institutional-grade structure, Atominvest was the right choice.
Global Head of FinanceApax Partners
See Atominvest in action
Book a demo to see how Atominvest helps modern private markets firms unify fundraising, onboarding, reporting, and investor servicing—on one platform.
Available to adopt module by module — and expand into a unified investor
operating layer when and if it makes sense.
operating layer when and if it makes sense.
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