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Investor lifecycle management

Investor servicing that doesn't live in an inbox

One configurable workflow engine for every investor request after close, from KYL/AML and tax refreshes to subscriptions and approvals, run through your investor portal with every step visible.

Investor lifecycle management

The problem with servicing by spreadsheet

Once a fund closes, the work doesn't stop - it just gets less visible. KYC documents expire. Tax forms need renewing. LPs want to update wire instructions or request a transfer. Without a system built for it, all of this gets tracked in spreadsheets and chased by email, which means expiries get missed, requests get lost, and your compliance exposure grows quietly in the background.

For your team
For your LPs

What changes with Atominvest

No-code workflow builder: build smart forms and document request workflows yourself, with no engineering ticket needed to change one.
Bulk requests through the portal: assign, permission and notify investors by email to complete workflows in the investor portal, with e-signature through DocuSign.
One place for responses: track responses, manage investor queries, and request revisions all in one place without endless email chains.
Investor transfers as a workflow: collect the transfer agreement, questionnaire and KYC/AML for the incoming investor, for full or partial transfers.
Centralize KYC/AML and tax records: monitor expiries and trigger refresh workflows automatically, so "we didn't notice it expired" stops being a compliance risk.
Data out when you need it: bulk exports, or API and webhooks for downstream processing.
The objection
"This sounds like it needs heavy configuration to set up." Our team sets up your first workflows with you. After that, the builder is visual and no-code, so your team can adjust workflows as your servicing needs change, without an engineering ticket or a vendor request.
Your outcome
No missed refreshes, no lost LP requests, and a complete record of every change when compliance or audit asks.

What changes with AtomInvest

Complete subscriptions, top-ups, redemptions, and transfer forms through a guided self-serve experience
Update contact details, wire instructions, and document permissions without emailing the manager directly
Review and sign LPAC consents, FINRA forms, and co-invest documents in one place
Your outcome
A faster, more accurate quarter-end close, with fewer handoffs between deal, finance, and fund-accounting teams - and one governed dataset instead of three versions of the truth.

What IR teams say

Atominvest has revolutionized our investor onboarding process, cutting down on both time and costs while enhancing our overall investor experience.
Managing Director and Head of Client ServiceJ.P Morgan Asset management
No noise, no complaints from LPs, great experience, tons of usage.
Director, Capital Formation$90bn+ PE firm
faq

Frequently asked questions

Answers to the questions we hear most. Still curious? We’re just a message away.

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Investor lifecycle management software runs the investor workflows that continue after a fund closes, such as KYC/AML and tax refreshes, transfers, change requests and approvals. Atominvest runs them as no-code workflows that LPs complete in your investor portal, with every step tracked.

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Common workflows include KYC/AML and tax form refreshes, investor transfer forms, attestations and LPAC approvals, and any document or information request your team builds in the no-code workflow builder.

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Your team tracks refresh dates for each investor entity, sends refresh requests in bulk, and LPs upload documents and complete forms in the portal. Documents LPs have already provided can be reused rather than collected again.

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No. Our team sets up your first workflows with you, and after that the builder is visual and no-code, so your IR or operations team can change forms, steps and recipients themselves.

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Yes. Atominvest is software only and doesn't compete with your administrator, who can be assigned to workflows alongside your team.

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Contact us

Talk to our experienced team today

The operating system for modern private markets firms.

Replace fragmented tools and manual work with modular solutions for investor and portfolio workflows - go live in weeks, with Atominvest accountable for time-to-value and adoption.

12x Faster investor onboarding
85% Reduction in manual reporting work
12 Industry recognition awards
SOC 2 compliant - Data controls built in
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