PRIVATE EQUITY

Modern technology for Private Equity Firms

Streamline workflows across the firm

Investor Management

Unified portal streamlines all investor workflows including reporting, fundraising, onboarding. Investors have one portal for self-service and guided onboarding.

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Portfolio Management

Centralized tracking of company/asset data with automated workflows for efficient metric collection, enabling comprehensive performance analysis.

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Fund Accounting & Admin

Powerful transaction ledger and reporting engine drives investor-specific insights and bulk report, drawdown, and distribution notices.

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PRIVATE EQUITY

Investor Management for Private Equity Firms

Software modules to unify & distribute investor-related workflows and upgrade the investor experience

Launch new fundraises with ease with branded datarooms for secure document sharing

Streamline subscriptions into new funds via a guided onboarding experience

Share reporting documents (cap calls, quarterly reports, tax statements etc.) and notify investors at scale

Efficiently manage investor document, data and signature requests (e.g. KYC/AML/tax refreshes, wire instruction changes, investor consents etc.)

Single source of truth for investor relationship and data management across accounts, entities, contacts, commitments, funds, notes etc.

PRIVATE EQUITY

Portfolio Management for Private Equity Firms

Centralize portfolio data management, automate data collection and streamline performance analysis & investor reporting

Single source of truth for portfolio data allowing streamlined tracking of custom metrics across all funds, assets, securities and portfolios

Enable portfolio companies to easily upload financials & KPIs without rigid templates and centrally track / approve submissions

Record all investment cashflows and easily calculate performance metrics (IRRs, MOIC etc.) across assets, funds, strategies, geographies etc.

Analyze and visualize portfolio data using in-platform dashboards and refresh custom analysis and reports using our MS-Excel plugin

Manage ESG data requests, automate data collections & ESG questionnaires and generate ESG reports

PRIVATE EQUITY

Fund Accounting & Admin for Private Equity Firms

Unified book-of-records across funds, assets, investors, workflows for fund operations, notice generations and performance calculations

Track fund, asset and investor-level transactions, capital accounts and allocations in a single place

View real-time performance calculations across large scale datasets (IRRs, MOICs, DPI, RVPI etc.) and complete complex operations in seconds

Robust, guided workflows to easily complete complex operations such as investor allocations / waterfalls, equalizations and investor transfers

Create and share customized investor notices in bulk and leverage our MS Excel plugin for custom analysis

Track investor level information in a single place i.e. commitments, entity information, key contacts, AML/KYC and Tax documents, beneficial owners etc.

private equity

Efficient Operations for Fund Managers

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

private equity

Enterprise Functionality

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

MS Excel Plugin

Transform your data into insights with our MS Excel plugin for automated reporting and real-time modelling

MS Outlook / Gmail Plugins

Boost productivity with our MS Outlook and Gmail plugins for email integration

Enterprise Bidirectional API

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

SSO & Roles-based permissioning

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

PRIVATE EQUITY

Use Cases

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

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See our Software in Action

Engage with investors and stakeholders
like never before

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