Seamless integration for streamlined portfolio data ingestion & reporting

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A leading private credit manager, with over 15 years of experience providing private debt capital, adopted Atominvest to centralize borrower data, streamline reporting, and enable instant data uploads via our plugins.

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Key Benefits
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• Streamlined data collection & workflow management
  Reduced operational friction via ingestion of borrower reporting packages with built-in validation and approval workflows.
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• Investment cash-flow ingestion & validation
  Immediate visibility of key borrower health metrics over time allows the client’s investment team to anticipate issues in the portfolio and intervene proactively.
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• Standardized P&L tracking
  Established a uniform P&L tracking format to enhance comparability across portfolio companies in different industries, while aggregating budget-to-actual performance data to streamline development of an internal scoring model.

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The Outcome: Streamlined Portfolio Operations

Using Atominvest’s AI-powered Portfolio Management solution, the client streamlined investment cash-flow ingestion, scenario analysis, and reporting. This enabled performance tracking and proactive risk monitoring, reducing manual effort and centralizing data previously held in numerous spreadsheets.
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They gained visibility into fund- and asset-level KPIs, simplified risk monitoring, and the elimination of fragmented spreadsheets. Additionally, LP queries that once required lengthy coordination between portfolio managers are now resolved instantly through intelligent data querying.
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By fully integrating with existing workflows and data sources, the client enhanced data integrity, accelerated decision-making, and empowered internal teams to operate with greater precision, scalability, and control.

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"We needed an off-the-shelf, cloud-based platform to aggregate, monitor, and analyze all portfolio company data, and Atominvest delivered exactly that. From implementation through every stage, their dedicated customer success team has been by our side every step of the way."
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‍Managing Director, Asset Management

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The Problem: Decision-making delays due to lagging portfolio data
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Fragmented data and lengthy, manual data collection processes limited visibility and slowed decision-making. The lack of a central system made it difficult to monitor performance or understand cashflows.
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With data fragmented across spreadsheets and teams, combining loan data with operating metrics at the fund or portfolio level was time-consuming.
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At a time when credit market conditions demanded faster, more precise portfolio oversight, the lack of a system created blind spots and hindered the team’s ability to intervene proactively if required.

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The Solution: Next-gen portfolio management
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Atominvest helped the client ingest borrower data, standardize KPIs, and automate performance analytics across its private credit portfolio.
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Atominvest’s centralized Portfolio Management tools enhance portfolio intelligence and data usability through:
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• A single, cloud-based platform to efficiently ingest, monitor, aggregate, and analyze all portfolio company data
• Going beyond tracking traditional financials, capturing tangible operational KPIs and systemizing deal-specific metrics
• Automated asset-level and fund-level returns calculations, including IRR, NAV, and gross multiples
• Consolidated credit and equity data in customized dashboards, enabling real-time fund and portfolio-level performance tracking
• Real-time insights into sector and geographic exposures via intuitive dashboards and visualizations
• Improved data integrity, input tracking, and full KPI auditability - reducing operational risk from manual processes
• Seamless integration into the client’s existing tech stack for efficient data flow and scalable operations

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About Atominvest
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Atominvest is a leading technology provider specializing in asset management solutions, offering a unified software platform that streamlines investor relations, portfolio management, and compliance workflows for asset managers. With over 100K users globally and more than $5 trillion in AUM supported, Atominvest powers digital transformation across private equity, private credit, venture capital, real assets, and asset management firms.

Ready to future-proof your portfolio monitoring? Request a demo.

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