ATLAS Track Record
delivers a universal set of performance data for faster fundraisingATLAS Track Record
delivers a universal set of performance data for faster fundraisingThe ATLAS Track Record solution for Private Capital helps investor relations teams to speed up fundraising and respond swiftly to LP queries, streamlining the investor experience. By connecting and centralizing critical investor relations data, ATLAS creates a consolidated track record with access to interactive dashboards for faster insight.
ATLAS data solutions are trusted by Private Capital managers across the world
ATLAS Track Record is built for Private Capital Firms
- Transform the IR experience, handling ad hoc queries with ease and providing investors with a holistic view of their overall commitments and exposure
- On-demand access to verified and audited data from the entire business, removing bottlenecks and improving efficiency
- Work from a universal set of performance data to improve the speed of fundraising and on-going investor communications
A firm’s track record plays a critical part in LP investment decisions, but often:
Performance data is held in separate systems, requiring significant manual effort to collate and produce reports
Investor Relations & Finance teams frequently have different views of the same performance data
Processes lack scalability, causing delays to fundraising, and increasing the risk of inaccurate data
ATLAS delivers a universal set of performance data for faster fundraising through:
- Connecting to source systems, spreadsheets and third parties to provide independent access to enriched data sets
- Automation to handle complex calculations and reporting, ensuring processes are reliable, repeatable and scalable
- Interactive dashboards to perform deep analysis and drill down into specific investments, using verified and audited investor relations data
ATLAS TRACK RECORD
Case study
ATLAS Track Record delivers a universal set of performance data for faster fundraising
Explore the value that ATLAS delivers to leading Private Capital firms
Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience
Background About our client An international fund management group with €30bn AUM and 400 employees across eleven global offices. Track record data from the Finance team was produced in spreadsheets and then passed to IR for adjustments. Static investor tearsheets and...
The importance of data for Private Capital firms
Leading Private Capital firms are harnessing data for competitive advantage Every day, Private Capital firms around the globe rely on data to make informed decisions. Without meaningful insight, they would be flying blind. But how can GPs best make use of the immense...
Case Study: Leading GP uses ATLAS Fund Admin Oversight to connect and combine data from multiple sources
The client A leading portfolio finance provider for Private Capital investors. $8.5bn raised since 2008 across 6 funds and mandates, resulting in 70 investments, supporting Private Capital management companies, funds and institutional investors across North America...
Demand for improved reporting drives digitalization of carry plans
Is your firm still using Excel spreadsheets to manage the carried interest plan? Many Private Capital firms are reluctant to move away from spreadsheets due to the complex nature of bespoke calculations, but a need for transparency is driving increased levels of...
Case Study: Global fund manager uses ATLAS Carry Plans to boost retention & incentivization
The client: Global Private Capital firm with $45bn AUM, multiple active funds, and +50 carry & co-investment plan participants. The firm’s carry and co-investment data was held in a legacy database, alongside multiple Excel spreadsheets. Participants received...
Forming a data-driven deal sourcing approach for Private Capital firms
Holland Mountain’s Billy Dix takes a closer look at some of the opportunities for deal teams to leverage data and build competitive advantage.Deal sourcing in the Private Capital industry is rapidly shifting from a traditional relationship-driven approach to a...
ATLAS Fund Admin Oversight
- Eradicate shadow bookkeeping and enable users to work from an integrated data set
- Inform better investment decisions, with enriched data sets
- Increase margins and control costs as the business scales
ATLAS Carry Plans for HR & Finance
- Faster employee insights into individual worth and future earnings through self-service reporting
- Automation to handle complex calculations and reporting
- Interactive dashboards to perform deep analysis and drill down into specific investments