A proprietary platform developed over the past three years to deliver a superior customer experience for investors—without requiring them to leave the portal. This all-in-one solution was built to prioritize simplicity, ease of use, and a seamless user journey. The platform's ongoing innovation and development have been largely driven by direct investor feedback, ensuring it continues to evolve with user needs at the forefront.
It is cloud-native and built using the latest web and mobile technologies, providing an innovative approach to managing the firm's investments.
The platform focuses on three primary pillars:
To learn more, please contact us at platform@baypointadvisors.com.
Our user-friendly data rooms provide a secure, intuitive environment where investors can seamlessly access, interact with, and act on critical documents. Designed to go beyond traditional file storage, these data rooms are tailored for engagement, transparency, and streamlined decision-making.
Built-in AI tools streamline how investors interact with complex documents, delivering real-time insights and support to drive faster, more informed decisions.
These intelligent features ensure investors can quickly find answers, understand key insights, and navigate materials with confidence, all within the platform. Combined with full analytics and user-focused design, our data room becomes a dynamic environment for smarter, faster investment decisions.
The platform features an advanced AI Chat assistant designed to provide instant, context-aware support for investors and administrators. This tool enhances user experience by delivering quick answers and actionable insights directly within the portal.
Our enhanced portal now makes it easier than ever for investors and stewards to collaborate on specialized co-investment opportunities.
The investor onboarding experience is fully integrated into the platform with the use of DocuSign for signatures. Each fund can have multiple templates for each investment type. Questionnaires are setup and configured with zero code by client administrators. The platform supports multiple question types including file uploads and dependency-based questions.
The resulting questionnaire is structured in a wizard layout for investors to simplify the completion of their subscription documents.
Initial contribution can be collected via wire or an integrated Pay by Bank option right within the platform.
Each account subscription is reviewed and approved by the fund administrator within the platform, enabling seamless communication between the fund administrator and the investor to address any necessary adjustments to the initial account setup submission.
Simplify how you invest with our new Pay by Bank feature designed for ease, reliability, and security.
Confidence at Every Step
From first-time contributors to seasoned investors, Pay by Bank makes participating in opportunities simple, secure, and stress-free.
A feature-rich dashboard is available for each investor that includes easy access to statements, account performance, and even investment planning tools for the future. The firm can promote new fund offerings directly to investors within their dashboards.
Investors can make additional contributions including document signatures and payment without leaving the platform. Comprehensive document library including all statements, tax documents, subscription documents, and fund summaries tailored for each investor.
Investors can communicate directly with the firm through integrated messaging channels available within their dashboards.
The platform will soon feature AI support that analyzes the investor's history to provide accurate and personalized responses to their questions.
Client administrators are given multiple analytical dashboards in management views to oversee the investor experience and track the fund's overall performance.
The platform provides comprehensive support for various fund types, including capital calls, closed-end funds, and monthly or quarterly-based funds. It integrates directly with fund administrators to streamline the loading of periodic statements, new valuations, and transactions.
Additionally, it offers end-to-end co-investment lifecycle support, covering everything from fundraising and onboarding to ongoing operations.
Make It Your Own
Our portal is fully customizable to reflect your brand. Upload your logo, choose your color palette, and add custom images to create a seamless, branded experience for your investors. Whether you're running one fund or several, the portal adapts to your visual identity—enhancing trust and consistency at every touchpoint.
Our new Campaigns feature makes it simple to send targeted communications to all internal investors, as well as any additional email contacts. Whether you're sharing updates, documents, or announcements, Campaigns allow you to streamline outreach and deliver consistent, professional messaging with just a few clicks—all from one centralized place.
With Insights, you can highlight key information directly on each investor's overview page, ensuring important updates are seen at a glance. From manager commentary to investor event highlights, Insights help you keep investors informed and engaged with curated content tailored to their experience. Together, Campaigns and Insights create a cohesive and powerful investor communication experience.
Investors can utilize a convenient and secure mobile app, available for iOS and Android, featuring FaceID and biometric authentication to stay updated on account performance and firm announcements.
Push notifications through the mobile app ensure timely communication, with each campaign tracked to measure investor engagement.
These features and many more are available within the Bay Point Alternative Investment Platform.
To learn more about Atlas, the Bay Point Alternative Investment Platform, please contact us at platform@baypointadvisors.com.