Private equity portfolio monitoring software collects financials and KPIs from portfolio companies, validates them, and turns them into consistent internal and LP reporting. Atominvest captures data from board packs, PDFs and Excel, checks and approves every data point, and produces repeatable quarterly, monthly and ad-hoc reporting, with our team setting up the process and keeping it current.

Atominvest takes portfolio company data in whatever format it arrives: board packs, PDFs, Excel files or bespoke reports. AI extraction captures financials, KPIs, cap tables and commentary; each data point is validated, matched to your KPI definitions and approved before it reaches a dashboard. Submission workflows track what is complete and on time across the portfolio.

Very easy. Historical data moves across through Excel exports into Atominvest's upload templates or through the API, and we map your existing KPI definitions during implementation so reporting stays consistent. The point of moving is usually to stop running a shadow Excel model alongside the current system.

Reports are generated from the same validated dataset each cycle, so numbers stay consistent between investment committee packs, partner updates and LP reporting. Teams build recurring reports in the platform or in Excel and Word through the Atominvest plugins, which refresh as the data changes.

Atominvest uses AI to extract data from portfolio company documents, with every extracted figure validated, approved and traceable to its source before it is used. Through the MCP connector, your team can also query validated portfolio data from AI assistants such as Claude and ChatGPT, with read-only access that respects existing permissions.