Overview
Connect Claude to your Atominvest platform to query Portfolio Management or Investor Relations data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving Claude. Ideal for portfolio managers and investor relations teams who need fast, conversational access to their Atominvest data to support reporting, investor queries, and portfolio monitoring.
Tools
get_asset_details
Claudeget_commitment
Claudeget_company
Claudeget_dataroom_activity
Claudeget_dataroom_permissions
Claudeget_entity
Claudeget_investment
Claudeget_investment_schedule
Claudeget_investment_transactions
Claudeget_metric
Claudeget_metric_data
Claudeget_person
Claudelist_accounts
Claudelist_asset_transactions
Claudelist_assets
Claudelist_commitments
Claudelist_companies
Claudelist_entities
Claudelist_investments
Claudelist_metrics
Claudelist_persons
Claudelist_scenarios
Claudesearch
ClaudeLinks
App Stats
24
Tools
Claude
Platforms
Category
Investment ResearchWorks with
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