Empowers Alternative Fund Managers to manage their investments and their entire investor base in a single, cutting-edge portal.
Nutzerbewertungen filtern (9)
In Betracht gezogene Alternativen:
Kommentare: Perhaps the most compelling reason to use AtomInvest is the relationship that they build with their clients in implementing and improving the system to make sure we are happy users.
AtomInvest was chosen to standardise our internal processes for capital raising for our clients and reporting back to them on progress. The software provides both a visual dashboard and the ability to export branded excel sheets to send to clients. Its simple interface belies the power of the system and the note taking and target sheets are particularly user friendly and relevant.
As a new entrant in this space, AtomInvest are particularly responsive to any comments on the system and have the ability to implement relevant ideas quickly, for which they cannot be faulted!
Kommentare: AtomInvest provides a seamless, end-to-end investor/ LP management system which includes functionality for CRM, datarooms and workflows for fundraising. The software provides a clean and modern user interface making it easy to use for both internal staff and for our LPs. We started with the fundraising portal / dataroom because they were able to get us up and running in just a couple of days but we have since added more modules to support investor CRM, pipeline analytics and onboarding. Highly recommended.
Highly responsive team and great service. The team is very open to new enhancement suggestions/ feature requests. The software is continuously improving making it a pleasure to use.
We are very happy with the service we have received from Atom Invest and the continuous improvement of the software.
Modern tech platform for deals
Kommentare: AtomInvest provides us with a modern fundraising portal to showcase our various deals to investors. The system allows us to easily set up deal opportunities and tailor our offering for our investors. The AtomInvest team has been helpful with implementation, training and support throughout the process and worked to align the system's functionality towards our needs.
The portal is quite flexible and allows us to set up new deals very quickly and permission investors to see that deal live easily.
At first you'll need some time to get the hang of it and transfer some processes of your daily work into the platform. You will have to study the platform to fully exploit its potential, but it's definitely worth it to invest some time in.
Modern Portfolio Monitoring System
Kommentare: We are really pleased with AtomInvest's portfolio management system which we selected after making the decision to move off our old 'market leading' software. The previous system was inflexible and it was so expensive to get changes made that our team didn't use it enough and we got little value from it.
AtomInvest is completely user configurable - from metrics to dashboards. Easy to find and maintain the data. Easy for portfolio companies to upload directly into the system. The implementation was smooth and the team went the extra mile to migrate our data, removing a major headache from switching systems.
Only that the data migrated across from the old system is too narrow - we would have captured so much more important information if we had had AtomInvest for our first fund.
LP Fundraising & Reporting
Kommentare: The AtomInvest team provided us with a modern, easy-to-use CRM tool and were incredibly helpful during implementation. After a few months of using the system, we required additional functionality to support Fundraising and LP Reporting – AtomInvest allowed us to leverage powerful Fundraising workflows so we could manage our pipeline, fundraising datarooms and LP Portal, all in a single system. The fundraising & reporting modules in particular are invaluable for our operations.
As our needs, and the needs of our LPs, continue to evolve, the relationship with AtomInvest has evolved as well. We continue to find value in the many solutions the software provides.
Given the software offers such broad functionality, it is important, and exciting, to monitor the new feature releases and stay up to date on the functionality.
CRM to streamline fundraising
Kommentare: We use AtomInvest to manage our investor relationships and LP engagement. The team has provided a hands-on approach to setup and support which has been very helpful as we manage our fundraise. The team is always willing to schedule a refresher tutorial to ensure that we are using the software as efficiently as possible. We are considering licensing other modules of the AtomInvest platform as our tech needs change and evolve.
The Investor CRM is very straightforward and intuitive. The system allows us to ensure all investor engagement is tracked, allowing us to feel more comfortable managing our fundraise.
The setup itself was a bit more time-intensive than initially expected, but quickly became intuitive and we have peace of mind in knowing our Investors' personal information is in a safe and secure system while still readily accessible.
Dataroom, CRM, Digital LP Onboarding Tool
Kommentare: We started with the data room functionality, which we found easy and quick to set up and use. Since setting up the data room, we've implemented additional modules including a powerful CRM tool and fully digital LP onboarding tool. These additional modules are all easy to use and look great.
The AtomInvest team are great to work with and we've found them very responsive and attuned to client needs. The team have been willing to build out additional features on the platform for us, which have made our processes more efficient.
Where we've had suggestions on the software, we've found the AtomInvest team really took this onboard and were even willing to build additional features for us, which has been excellent.
Simplified Investor Reporting
Kommentare: None. Very happy with the system and the relationship with the Atominvest team.
We were looking to upgrade our investor reporting and other VC peers recommended we look at AtomInvest. We were impressed by the system's features and went ahead. The team worked hard to hit our deadline and we had a live portal backloaded with hundreds of investor records in just 2 weeks.
The system is easy to use and the branded investor portal looks nice for our LPs, giving them more control over how they access reporting - and saving us time too.
AtomInvest Client Portal
Kommentare: The AtomInvest team is responsive and professional. They were super helpful with the implementation and onboarding and are very responsive when it comes to dealing with any issues.
They provided us with a white labelled investor portal which properly reflects our brand to our clients. The system was up and running fast and is intuitive / easy to navigate.