Connect ChatGPT to your Atominvest platform to query Portfolio Management or Investor Management 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 ChatGPT. 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.
How to use
- 1Add it in ChatGPT
Open Atominvest in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Atominvest, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Give me a complete overview of an investor account, including its associated entities, contacts and fund commitments.”
- “Compare the financial performance of two portfolio companies across the latest available reporting periods.”
- “Break down a fund’s investor commitments by investor, amount and status, and highlight any notable patterns or exceptions.”