A specialist global investment firm has selected Holland Mountain’s ATLAS Data Platform to digitalize the administration and reporting of carried interest and employee co-investment. Managing capital across global infrastructure strategies, the firm needed a scalable, automated model to support the growth of its carry and co-investment programs, while also providing a better end-user experience for plan participants.
Carry and co-investment data sits among the most confidential information a manager holds, and the firm wanted a solution that could scale with the plans without moving that data outside its own control.
Business Outcomes
The firm now administers and reports on its incentive plans through a single automated model, with participants able to see their own positions directly.
- Automated administration and reporting of carried interest and co-investment plans
- Secure, personalized dashboards giving participants clear visibility into their positions, strengthening the firm’s carry plans as a long term incentive
Why they chose ATLAS
The selection came down to three factors: the flexibility of the platform, the security model, and the quality of the experience delivered to plan participants.
- A flexible platform configurable to complex vesting schedules and allocation rules
- Deployed within the client’s own environment, keeping sensitive carry data secure and under their control
- Ability to create highly user friendly and intuitive dashboards for participants, offering a best-in-class, bespoke UX
ATLAS Modules
The firm deployed a single ATLAS module, focused specifically on the management and reporting of long term incentive plans.
Carried Interest & Co-Investment
- A flexible tool for carried interest and co-investment management that keeps ownership and control of highly confidential data with the firm.
- Integrates with common source systems including fund accounting, FP&A, ERP, HR and data warehouse platforms, configures the most complex vesting schedules and allocation rules, and lets plan administrators load carry awards, valuations, co-investment commitments, drawdowns and distributions through the ATLAS Excel add-in.
- Reporting and dashboard outputs can be designed separately for individual plan participants, managers and HR, with full control over permissions and confidentiality.
Discover ATLAS: The Journey from Data to Insights
ATLAS is designed by Private Capital experts to take a firm from raw, siloed source data through to a validated single source of truth, ready to feed any reporting and dashboards, and to scale as the business grows. It powers managers worldwide, from large multi-asset platforms to specialized niche investors.
Schedule a demo to see it in action.
