ATOM / PRIVATE MARKETS

Portfoliomanagementfor private markets.

Positions, fair values, and investment records.
A consistent view of the portfolio.

02 / RISK & EXPOSURE

Riskmanagement.

Credit quality, defaults, and concentrations.
Monitor exposure across the portfolio.

03 / CASH & LIQUIDITY

Capitalmanagement.

Cash flows, funding, and commitments.
Plan for obligations and investment decisions.

01 / THE INVESTMENT RECORDILLUSTRATIVE SYSTEM VIEW

RECORD → PORTFOLIOSCROLL TO EXPLORE

ATOM / THE WORKSPACEPRIVATE MARKETS

A single
source of truth.

The investment book, fair values, exposures, and cash. Connected to their sources, history, and decisions.

One continuous workflow for portfolio managers, risk, and operations.

■ AI-NATIVE BY DESIGNRESEARCH / ANALYSIS / ADAPTATION

Agentic
intelligence.

Frontier AI research,
applied to private markets.

Put the full depth of portfolio data to work. Connect structured records, documents, communications, and decision history so agents can investigate the investment in context.

01 / CONNECT

The full context.

Link positions, valuations, cash flows, agreements, and correspondence. Investigate the portfolio across entities, relationships, and time.

02 / INVESTIGATE

Unintended risks.

Identify trends and hidden dependencies across the book. Analyze financial data and document language to uncover concentrations and unintended exposures.

03 / ADAPT

Institutional memory.

Learn from investment reasoning, analyst feedback, and observed outcomes. Refine the analysis and carry that intelligence into the next decision.

ONE CONNECTED WORKFLOW

The portfolio.
The evidence.
The decision.

Move from a portfolio signal to the investment record, source evidence, and team decision. Keep the context at every step.

Findings linked to evidence.
Judgment retained by the team.

Open the live workspace

PRIVATE CREDIT / CONNECTED INTELLIGENCE

Across the book.

3 linked observations · Evidence and review state

Margin pressure emerging

TO REVIEW

Northline's reporting describes higher input costs and softer earnings. Investigate whether the change is temporary or persistent.

Quarterly financials

A shared risk factor

HYPOTHESIS

Northline and Atlas both reference energy costs as a margin pressure. Sector labels may understate the shared exposure.

Cross-portfolio research

Information outstanding

MISSING

Calder Health's latest compliance certificate is not recorded. Follow-up remains open.

Reporting register

Evidence attached. Open items retained.ATOM / INTELLIGENCE

The card above shows the shape of the workflow with illustrative records. The live workspace behind it is connected to the CREMX book.