Unified Portal

Unified Investor Experience & Portal

A single hub to manage all investor interactions from fund marketing, subscriptions through to reporting

unified portal

In Numbers

Award winning technology built specifically for asset
managers, by private market professionals

70,000+

Global LP Users

750+

Funds

$5tr+

AUM covered

unified portal

A Unified Investor Portal providing functionality Across the full Investor Journey

Deliver an end-to-end investor experience in one unified portal

Enable your internal and 3rd party teams to manage all investor interactions through a powerful admin hub

Fundraising Datarooms

Securely share documents with prospective investors to market new investment opportunities (funds, co-investments etc.)

For Investors

  • Find information easily via a modern, easy to navigate interface
  • Securely access fundraising documents to perform due diligence
  • Surface key information with content rich, multimedia datarooms

For Fund managers

  • Quickly upload files and folders
  • Assign & control investor permissions with ease
  • Leverage in-depth investor analytics to raise more effectively

Find out more

Onboarding & E-Subdocs

Streamline the onboarding and subscription process for investors

For Investors

  • Guided "Turbotax type" Sub Doc completion with pre-filled responses from previous closes
  • Ask Fund Managers questions using interactive comments feature
  • Sign digitally with DocuSign integration

For Fund managers

  • Centralize management of the subscription process with a single hub to view progress across subscription docs, KYC/AML, tax and other workflows
  • Track investor progress with real-time dashboards
  • Access for Legal Counsel and Fund Admin users

Find out more

Reporting Portal

Share post-investment documents (e.g. quarterly reports, cap call notices, factsheets etc.) and data with investors at scale via a robust investor reporting portal.

For Investors

  • Access key reporting documents across funds in a single place
  • Filter and find information with ease via an intuitive, self-serve tool
  • Deep dive into fund performance with custom dashboards

For Fund managers

  • Easily permission contacts to recieve specific categories of documetns
  • Understand LP engagement and track activity
  • Quickly upload documents in bulk and manage version control, publishing, and notifications on platform

Find out more

Insights & Content Hub

Engage your current and prospective investors via sharing relevant thought leadership, market commentary, videos/ webinars with them.

For FUND MANAGERS

  • Easily create and publish content to investors
  • Stay top of mind with investors and prospects by sharing engaging content
  • Track engagement analytics

Find out more

Investor Management

Designed to deliver a great Investor / LP experience

Award winning technology built specifically for asset managers, by private market professionals

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Sarah Nöckel

Vice President

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Sarah Nöckel

Vice President

"Of the 36 private equity and fund investments I've made over the past two years this is the cleanest and most useful presentation among them. Congratulations on what appears to be an excellent choice."

Chief Investment Officer

Institutional LP

"Using Atominvest, we reduced the time for sub doc completion to 35 mins from 8 hours."

Head of North America Client Services

Large Global Asset Manager

"We have had great feedback from clients engaging with content and datarooms via the system."

Investment Relations Leader

SCS Investment Partners

"The portal has worked very well, and we are quite pleased with the way it looks."

Operations Analyst

Alhambra

Investor Management

Enterprise Functionality

Designed to fit into your current enterprise software and service provider infrastructure and operating model

CRM Integrations

Seamlessly connect with leading CRMs to supercharge existing workflows

SSO & Roles-based Permissioning

Streamline access and security with our SSO and role-based permissions for secure user management

Enterprise API

Unlock scalability and take total control of your data with our powerful, enterprise-grade API

MS Excel Plugin for Reporting

Transform your data into insights with our MS Excel plugin for automated reporting

investor portal

Great for collaboration across investor teams

Enhance visibility and collaboration of investor interactions across teams

Fundraising & IR Teams

Securely share documents and data with investors.

Finance & Investor Services

Post documents and investor notices, request information from investors and respond to queries.

Legal, Compliance & Tax

Review sub docs, KYC/AML, tax documents and request information from investors.

Third Party Fund Admins

Enable Fund Admins to post documents across funds they administer.

unified portal

Use Cases

Explore real-world use cases to see how our solutions drive success across strategies and teams

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Supercharge your investor servicing

Engage with investors and stakeholders
like never before

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