ATLAS Track Record

Fund and portfolio data at your fingertips. Accurate, real-time, and ready for reporting.

Trusted by top Private Capital firms to integrate and consolidate their data

Automated, Consolidated LP Track Record Data.

Give fundraising and investor servicing teams access to the data they need in real time.

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See it in action!

Automate Consolidation of Fund and Portfolio Data

 ATLAS automatically ingests and reconciles data from any source – Excel, operational systems, fund administrators. 

Eliminate manual consolidation and reconciliation of data, saving your team days of manual effort.

  Keep Excel for data analysis, not data management.

Layer on Adjustments and Post

Layer on adjustments required by the IR teams directly in ATLAS.

What you can do in Excel can be done in ATLAS!

ATLAS has the functionality to post and lock down previous periods.

Generate Reports at the Push of a Button

Automate the production of investor reporting and LP reports. Generate internal reporting at the push of a button.

ATLAS streamlines report generation so that the team can focus on adding commentary and checks.

All dashboards can be fully designed and branded so that they are ready to be presented and shared with LPs.

Real-Time Access to Key Data Through Dashboards

Give your IR team access to a consolidated data set in an interactive dashboard.

Have the ability to drill into various sets of data – LPs, funds, deals, portfolio companies – to the ultimate granularity.

Enable them to answer any investor queries or internal questions by accessing data immediately.

Faster Response Time, Ability To Scale

Answer investor queries in minutes, not days. ATLAS handles the heavy lifting so your team can focus on strategic analysis and LP engagement.

Free your team to explore the questions that would have previously been too manual and time-consuming to answer.

How does ATLAS Track Record Work?

All your data streamlined in 5 steps

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ATLAS Track Record Case Studies

International fund manager uses ATLAS Track Record to streamline LP investor experience.

Leveraging ATLAS Track Record, a large European GP cuts LP response times from days to minutes.

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

Schedule a demo

See ATLAS Track Record in action.

Explore how leading IR teams speed up fundraising and respond swiftly to LP queries.