ATLAS Carried Interest & Co-Investment

ATLAS

Carried Interest & Co-Investment

The Ultimately Flexible Tool For Private Equity Firms

ATLAS is used by a wide range of firms, from the largest, multi-asset class managers with huge technology teams, to specialist investors with no in-house technology resource at all. ​

Our solution is a best-in-class, ultimately flexible tool for carried interest and co-investment management that enables the firm to retain full ownership and control over their highly confidential data.

Firms benefit from seamless integration with all common source systems and the ability to configure the most complex vesting schedules and allocation rules. Our solution empowers firms to design reporting and dashboard outputs for individual plan participants, managers, and HR. 

Trusted by top-tier firms, ATLAS is fully compliant with financial regulations and data compliant rules. 

The Best-In-Class Tool For Control And Flexibility

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Seamless data integration to all source systems

  ATLAS seamlessly integrates data from your Fund Accounting, FP&A, ERP, HR, and Data Warehouse systems, ensuring smooth operations with the flexibility to switch source systems as needed.

  If you require the integration of fund administrators’ data, Holland Mountain’s team of experts has extensive and hands-on experience in integrating data from third-party administrators to ensure its success.

Ability to handle any complex vesting schedules or allocation rules

All Private Capital firms that we worked with have had a new complex requirement that we haven’t come up to before.

  ATLAS is built to be able to accommodate any bespoke or complex calculations.

  Plan administrators can easily load carry awards, valuations, co-investment commitments, drawdowns, and distributions using the ATLAS Excel add-in.

Real-Time and Fully Customizable Dashboards

  Plan participants securely access their positions via personalized dashboards, accessible on mobile and tablet devices. These dashboards offer options to drill down and analyze different scenarios.

  Dashboards and reports can be tailored to the needs of management, HR, and Finance, with full control over permissions and confidentiality.

  Managers access dynamic dashboards that provide both individual reports and consolidated data & MI, designed with best practices to meet your firm’s requirements.

Robust Security and Regulatory Compliance

  ATLAS natively supports SAML single sign-on integration

  All data is encrypted at rest and accessible only through authenticated SSO, ensuring top-tier security. 

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What makes ATLAS different?

Designed for evolving requirements and increasing complexity  

No hard code or artificial stickiness 

Built for fast and unlimited customization, as all firms have unique requirements 

Source system agnostic, with connectors to all major systems 

Secure and compliant with financial regulations and data protection laws

Designed by Private Capital experts

Drawing on 15 years of experience in Private Capital operations, our award-winning team understand vesting schedules and allocations rules inside out. We can advise on best practice solution design. 

Hear it from our clients

“The ATLAS solution is literally life changing.

The whole team has access to all the data they need in Power BI.”

CFO, Leading Private Equity Manager

“I just want to say a big thank you. You’ve been magnificent.

You have an impeccable understanding of our business and what we need”

Accounting Lead, Large Private Credit manager

“You are completely different to any other service provider we’ve ever worked with.

You understand our technology and data, often better than we do. I’m so glad that we chose to work with you.”

COO, Large Fund of Funds Manager

ATLAS CARRY PLANS

Case study

ATLAS Carry Plans delivers faster employee insights into individual worth and earnings

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Explore how ATLAS Carried Interest and Co-Investment solution can revolutionize your compensation management.