Business Development Executive

How one GP built its own portfolio insights hub with Atominvest and Claude. September 16, 2026 4 minutes read What is on this page. Most GPs don't just have a data problem. They have a distance problem: the information they need to answer a partner's question in a Monday meeting exists somewhere in the platform, but getting to it means clicking into fund after fund, company after company, and stitching the answer together by hand. One of its clients decided to close that distance themselves. Using Claude and Atominvest's API, their team built a custom internal dashboard - an insights hub, if you will - that pulls live portfolio data straight out of Atominvest and reshapes it into the exact views their investment team actually thinks in. What they built. The insights hub is a purpose-built layer on top of Atominvest, assembled around a few core modules: * A fund and vehicle switcher. Click into any fund or co-investment vehicle and get an immediate, consolidated view of every portfolio company inside it, with figures displayed in whichever currency the viewer needs. * Trend views. A rolling look at how a fund has performed over recent months, without having to reconstruct the timeline manually. * Forecasting. Projected performance for the fund and for each underlying portfolio company individually - the kind of forward-looking equity story that used to live in a spreadsheet someone rebuilt every quarter. * Health scores. A simple, visual signal for portfolio health at a glance, across companies and vehicles. * Company-level deep dives. Highlights, lowlights, side-by-side comparison tables, and individual equity stories, with the ability to attach relevant slide decks directly to a company's view. It's the kind of tool an internal analytics team might spend two quarters scoping, staffing, and building. This team built it in a fraction of that time, without adding headcount. How they built it - and why the approach changed. The first version was built as an artifact connected through Claude's MCP integration, calling Atominvest's data live. It worked, but the team found it slower going and noticed the token cost of refreshing data on every interaction added up. So they rebuilt the backend to call Atominvest's API directly - a more stable, deterministic foundation with no risk of the model inventing numbers - and used Claude to design and iterate on the interface on top of it. The result is a lightweight HTML application, deployed via GitHub and Railway, with portfolio data cached rather than fetched live on every view - which is also simply how the underlying reporting cycle works, since the data itself is only refreshed when it's uploaded. That caching choice is what makes the insights hub feel instant to the people using it day to day. What's next. The team's already scoping their next module: a consolidated cap table view across every portfolio company - shareholders, ownership stake, and how that's shifted over time. It's a good example of the underlying pattern. Comparing three companies' cap tables side by side, or tracking a stake's movement across financing rounds, is possible today, but it means navigating into each company one at a time. A dedicated module would turn that into a single click. Why this matters beyond one firm. This isn't really a story about one dashboard. It's a story about what happens when a platform's data is easily accessible: teams stop asking their vendor to build every view they can imagine, and start building the ones they actually need, on their own timeline. Atominvest's API - and its MCP integration for teams who want to prototype directly against Claude - exists precisely so that GPs aren't limited to the views Atominvest ship by default.

Atominvest's inaugural Empowering Women in Private Markets event: New York City recap. 3 minutes read Muriam MacIntosh What is on this page. Last month, Atominvest hosted its inaugural Empowering Women in Private Markets event in New York City. Held at one of the city's leading private members' clubs, the evening brought together over 60+ senior women across private equity, private credit, asset management, and fund operations for an afternoon of candid conversation and genuine peer connection. Attendees represented some of the most respected names in the industry, including Hamilton Lane, Apax Partners, Wellington Management, Advent International, Platinum Equity, JPMorgan, and Bonaccord Capital. Teams from The Riverside Company, Lead Edge Capital, Kudu Investment Management, GQG Partners, MUFG, State Street, EisnerAmper, and Citco Fund Services were also in the room, alongside many others. IR in 2026. The IR panel featured Tatiana Robinson, Associate Director at GQG Partners, and Sophia Kolodzinski, Senior Associate at Bonaccord Capital Partners. The conversation explored how investor relations has evolved from a support function into a strategic nerve center. Panelists discussed what it means to run IR at scale with lean teams, the shift toward always-on client relationships, and how the bar for LP experience has fundamentally moved. Key themes included the growing importance of operational due diligence in investor decisions, the tension between scalability and personalization, and what it takes to build IR infrastructure that can support new fund launches and product expansion. The conversation also turned to the next five years and scalability. How do lean IR teams build the infrastructure to support new fund launches and an expanding LP base without simply adding headcount? The answer, panellists agreed, lies in process discipline, smart vendor selection, and technology that removes friction without removing the human touch. AI and technology: where adoption is actually happening. The second panel brought together Sam Leandri, Managing Director at Hamilton Lane; Isabela Nassif, Principal at PACT Capital Partners; Alli Barnes, Director at Alpha Alternatives; and Laila Hasan, Client Service Executive at JPMorgan. The discussion tackled how firms are approaching technology and AI in practice, covering build vs. buy decisions, where automation is delivering real efficiency gains, and how to balance operational improvement with the relationship-driven nature of private markets. Panelists were direct about the hype. Every service provider claims to be the next best thing. What separates firms extracting real value is discipline: strong vendor relationships, connected systems, and a clear-eyed view of where human judgment still needs to sit at the front. Practical observations on data integrity, CRM integration, and LP education as a prerequisite for any technology to actually work rounded out the session. Building a community. The feedback from attendees was overwhelmingly positive. The quality of conversation, the seniority of the room, and the frankness of both panels made it clear there is real appetite for this kind of gathering in private markets. Private markets has always been built on relationships. But dedicated spaces for women in the industry to connect, share, and lead the conversation are still rare. That is what Atominvest Software Ltd set out to create with this event, and the response confirmed it is worth doing properly. Atominvest Software Ltd is making this an annual event. If you want to be part of it - whether as an attendee, panellist, or partner - or if you want to participate other Atominvest events in 2026, get in touch with the team.