investor Onboarding

Investor onboarding that doesn't stall your close

Subscriptions, KYC/AML, tax forms and e-signature in one guided workflow LPs can finish, with your counsel and fund administrator working in the same place.

investor Onboarding

The problem with onboarding by email

Every close runs on the same broken pattern: send the subscription pack, wait, chase, field the same three questions from five different LPs, chase again, manually track who's signed what across a spreadsheet, and hope nothing falls through the cracks before close. It's slow, it's error-prone, and it puts your legal and fund admin teams on the hook for admin work instead of judgment calls.

What changes with Atominvest

One hub for the whole close: track progress across sub docs, KYC/AML, tax forms and every other step, LP by LP.
Real-time dashboards: see what's outstanding in the final weeks before close, so nothing falls through the cracks.
Permissions by deal and by LP: control exactly who sees and acts on each subscription
Counsel and administrator included: give your law firm and fund administrator access without another vendor or licence.
A closing pack for every LP: send each investor all their signed and uploaded documents in one pack.
Smart forms: pre-fill countersign details, attach reference documents to each investor step, and request additional KYC/AML documents at any point in the cycle.
The objection
"Our onboarding is more complex than a standard template can handle." Atominvest's workflows are built for institutional private markets specifically — multi-entity LPs, side letters, complex KYC/AML requirements, and jurisdictional variation are the norm it's designed around, not an edge case bolted on later.
Your outcome
Weeks saved per close, lower legal and admin costs, and higher first-time-right rates on subscription documents.

What changes with Atominvest

One hub to track progress across sub docs, KYC/AML, tax forms, and every other workflow in a close
Real-time dashboards so nothing falls through the cracks in the final weeks before close
Access for legal counsel and fund admin without adding another vendor or license
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.
One investor record

From data room to closing pack, one investor record

LPs who reviewed your data room start onboarding from the same record, and once they're in, their details carry into your investor portal and your next fund. Our team builds your subscription documents into guided workflows with you, so you keep your own legal language.

What client services teams say

We’ve earned our reputation one client at a time. Here’s what they say about investing with us.
Atominvest has revolutionized our investor onboarding process, cutting down on both time and costs while enhancing our overall investor experience. This is a key initiative as we look to grow our business significantly.
Managing Director and Head of Client ServiceJ.P Morgan Asset management
Using Atominvest, we reduced the time for sub doc completion to 35 mins from 8 hours.
Head of North America Client ServicesLarge Global Asset Manager
faq

Frequently asked questions

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

Book a demo

Investor onboarding software replaces emailed subscription packs with a guided digital workflow for subscription documents, KYC/AML, tax forms and signature. Atominvest tracks every LP's progress in one place, and gives your counsel and fund administrator access to the same workflow.

‍

Yes. Multi-entity LPs, side letters, complex KYC/AML requirements and jurisdictional variation are what the workflows are designed around. Our team builds your own subscription documents into guided forms, so you keep your legal language rather than adopting a template.

‍

Yes. Legal counsel and fund administrators get access to the onboarding workflow without another vendor or licence, so reviews, countersignature and closing happen in one place instead of over email.

‍

No. Investor details already held in Atominvest carry into new subscriptions, so returning LPs confirm and update rather than re-enter.

‍

Yes. You can start with investor onboarding and add fundraising data rooms, the investor portal and lifecycle management later, with the same investor records carrying across.

‍

‍

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
By submitting this form, you understand and agree to the storing and processing of your personal data as described in our Privacy Policy and that the use of this website is subject to our Terms of Use.