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Enterprise Layer Intelligence
Categories/CRM/Atominvest
Atominvest

Atominvest

Founded by Kavi Mendis in 2020

Manage private equity fundraising, investor onboarding, and portfolio data

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Atominvest to handle investor relations and portfolio management for private markets funds. It replaces spreadsheets and disjointed tools with unified systems for virtual datarooms, digital investor onboarding, and LP reporting portals. You can also ingest financial files from portfolio companies automatically, extract metrics from PDFs or Excel workbooks, run covenant tests, monitor valuations, and generate audit-ready quarterly reports. It connects directly with LLMs and external systems to query your portfolio and investor records.

What Atominvest does

Upload fund marketing materials to secure dataroomsTrack limited partner document views and activityProcess electronic subscriptions and investor KYC documentsExtract financial metrics from portfolio PDF board decksCalculate fund performance metrics and valuationsDeliver capital statements and tax documents to investorsTest credit covenants against inbound financial statementsDigital onboarding workflows that replace PDF forms and email exchangesFundraising datarooms with tracked investor activityAutomated data ingestion from spreadsheets, PDFs, and board decksUnified investor portal for quarterly reporting and tax document deliveryReal-time covenant testing and anomaly detection across debt portfoliosModel Context Protocol (MCP) support to query private fund records via LLMsESG metrics collection and reporting frameworksTwo-way API syncing with existing internal databases

Pricing breakdown

Pricing model: Paid

Frequently asked

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Atominvest, private equity, investor relations, portfolio monitoring, fund operations, investor onboarding, datarooms, LP reporting, private credit, valuations, ESG data, alternative assets, fund accounting