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Customer Success

Unifying Investor Operations for a Private Equity Fund

Background

ATL Partners, founded in 2015, is a lower middle market private equity firm focused on control investments in the Commercial Aerospace, National Security, and Transportation & Logistics sectors, principally in North America. ATL launched its first fund in 2015 as a sector specialist, targeting buyout opportunities across these industries.

With a small, lean team and a close LP base, ATL needed a unified platform to eliminate fragmented portals and reduce operational overhead. They chose Investor Pointe for its all-in-one approach—covering data room, fundraising, and an investor portal—at a lower cost than competing point solutions.

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What I really wanted for ATL was a one-stop shop for our LPs: a data room, investor portal, and subscription platform all in one place. Investor Pointe created a much more seamless experience for both our investors and our internal team by keeping everything centralized within a single platform.

— Gabi Peic, Head of Investor Relations and Business Development at ATL Partners

ATL Partners

The challenge.

ATL's team and LPs were juggling too many portals and logins, with fragmented systems creating friction on both sides. The firm needed a single platform that could bring together its data room, investor portal, subscriptions, and LP contact information in one place, rather than stitching together separate tools.

How Investor Pointe Helped

Seamless LP onboarding One unified platform covering data room, fundraising, and an investor portal, solving the fragmentation and cost concerns of their previous setup.
Instant co-invest data rooms Spun up without new contracts or setup overhead, working seamlessly with placement agents already familiar with the platform.
LP activity tracking Real-time signals on which documents investors are reviewing, enabling proactive, better-informed conversations in LP meetings.
Compliant processes Integrated KYC ensures smooth onboarding while maintaining operational independence.
No knowledge silos With everything in one platform, the broader team stays aligned with no system-specific dependencies.

Let's start the conversation

Talk with our team about how Investor Pointe can accelerate your strategy across design, distribution, and servicing.

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