Portfolio Monitoring - Private Credit

Turn borrower oversight from reactive to proactive

Capture borrower financials and compliance certificates as they arrive, test them against covenants straight away, and see risk before the next quarterly review.

Portfolio monitoring - private credit

The problem with monitoring by spreadsheet

Before analysis can even start, most of the work is collecting and reconciling borrower data: chasing financials by email, re-keying numbers into a tracker, and manually checking each one against covenant thresholds. By the time a breach or a deteriorating trend surfaces, it's often already a quarter old.

What changes with Atominvest

Borrower packs in, governed data out: AI extraction captures the full income statement, balance sheet and cash flow, borrower KPIs and compliance certificates from PDF or Excel
Real-time covenant testing with automated alerts: risks and exceptions surface as they happen, so oversight becomes proactive instead of retrospective
Standardized P&L tracking: enhances comparability across portfolio companies in different industries, so you're comparing borrowers on a consistent basis instead of reconciling formats
Every number traceable: click through to the source document, with change history, restatement control and approval steps before anything reaches a dashboard
Streamlined borrower reporting packages: automated collection with built-in validation and approval steps, so nothing reaches a dashboard without being checked first
Your outcome
Replace fragmented workflows so risk surfaces early, across every borrower in your portfolio, not just the ones you had time to check this month.
Managed service

Keep verification in-house, or hand it to us

Run Atominvest with your own team, or have our team deliver verified, as-reported financials and KPIs for every borrower each period. Either way, the outputs, source evidence and approvals stay in Atominvest, so you keep control without the manual work.

Testimonial

Designed to give a great investor experience

We’ve earned our reputation one client at a time. Here’s what they say about investing with Atom.

The flexibility and enterprise-grade structure made Atominvest the right choice for both our Investor Relations and Portfolio Management needs.
Global Head of Finance
Apax Partners
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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