Connect Dealcloud and ATLAS to consolidate your data, connect with other apps, and enhance reporting.
Maintain data quality, integrity, and consistency across platforms
Power advanced, cross-system reporting and analysis
Our team of Private Capital technology experts maintains and manages your connections, ensuring vendor API updates are applied on time and any disruptions are resolved quickly.
ATLAS is trusted by top Private Capital firms to integrate and consolidate their data
Dealcloud
Potential Use Cases Examples
Advisor Reciprocity Reporting
Consolidate advisor-related data to analyze performance, track reciprocity, and identify opportunities to optimize advisor relationships and value across deals.
Build Target Lists with Market Data
Build and automatically update target lists of LPs, GPs, deals, and companies as they are updated by providers.
Connect Any Market Data Provider with an API
Use ATLAS to connect CRMs or monitoring tools with market data providers via API, even without native platform integrations.
Consolidate Fund & Portfolio Data
Give investor servicing teams validated, consolidated fund and portfolio data to answer investor queries in minutes instead of days.
Data-Driven Deal Sourcing
Leverage structured and unstructured data to identify and evaluate investment opportunities more efficiently and effectively than traditional relationship-based methods.
Enrich Internal LP Data
Leverage market intelligence showing investment strategy, contacts, commitments, and news to enhance internally maintained CRM entries.
Fund Modeling Scenarios, What-If Forecasts & Budget Planning
Normalize commitments, cashflows, fees, and metrics from source systems to feed directly into financial modeling tools.
Mastering Contact Information
Use CRM as the master for investor contact and preference data, replicating to fund accounting and portal to prevent duplicate maintenance.
Streamline Investor Onboarding Visibility
Track onboarding progress, deadlines, and KYC/AML status in CRM to minimize email chains and give IR teams a single, centralized view.
Time Series Analysis
Use time series analysis capabilities to track fundraising and deal pipeline trends at different points in time.
Track & Manage Investor Engagement
Integrate VDR and portal tools with CRM to track LP engagement and manage investor permissions in one centralized location.
Track Deal Expenses & Budgets
Link budgets and third-party expenses in CRM to monitor spending, evaluate ROI, and eliminate duplication across deals.
Update Commitment Data
Automatically populate and update CRM commitment data using information from the accounting system and/or fund administrator.
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Get more information on ATLAS Integration Platform, its features and benefits.
What is ATLAS?
Best-in-class data strategy for Private Markets firms
Best-in-Class Reporting
With ATLAS, your firm has the flexibility to meet any reporting need while streamlining processes.
Holland Mountain can provide BI developers to help design and create reports that are accurate and built for your firm’s needs.
Firms can either:
- Leverage our library of pre-built reporting modules for fast, reliable reporting out of the box.
- Build custom dashboards and reports tailored to your exact requirements.
Contact Us
Connect Dealcloud to your firm's data and technology stack.
ATLAS Integrations & Connectors
Our fast-growing list of connectors to operational systems, market data sources and fund administrators.
We are constantly adding to our Partner Network based on client projects and requests. If your products are not listed, we will work with the vendor to develop a connector.
Connect and control all your data.
ATLAS data solutions are trusted by Private Capital managers around the world