ATLAS Carry Plans
delivers faster employee insights into individual worth and future earningsATLAS Carry Plans
delivers faster employee insights into individual worth and future earningsThe ATLAS Carry Plans solution for Private Capital centralizes data for faster insight. ATLAS streamlines plan administration, with automation technology to handle complex calculations and individual dashboards to deliver faster self-service reporting for secure access to real-time positions.
ATLAS data solutions are trusted by Private Capital managers across the world


















ATLAS Carry Plans is built for Private Capital Firms
- Streamline carry plan administration, with fewer errors, reduction in ad hoc queries and ability to control sensitive data in-house
- Provide employees with a better understanding of overall compensation, reducing employee turnover
- Improve firm-wide performance by clearly aligning employee rewards with company objectives
Carry and co-investment plans should drive greater employee retention, but often:
Fail to provide transparency on individuals’ current and potential value
Lack scalability due to inefficient spreadsheet tools used to manage them
Require manual processing and reporting of large volumes of complex data
ATLAS delivers faster employee insight into individual worth and future earnings through:
- Self-service reporting for plan participants with secure access from laptop, tablet and mobile
- Automation to handle complex calculations and reporting, including partner allocations, transfer and interest calculations on loan facilities
- Interactive dashboards to perform deep analysis and drill down into specific investments, using verified and audited carry plan data
ATLAS CARRY PLANS
Case study
ATLAS Carry Plans delivers faster employee insights into individual worth and earnings
Explore the value that ATLAS delivers to leading Private Capital firms
The importance of data for Private Capital firms
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Demand for improved reporting drives digitalization of carry plans
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Forming a data-driven deal sourcing approach for Private Capital firms
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ATLAS Fund Administration
- Eradicate shadow bookkeeping and enable users to work from an integrated data set
- Inform better investment decisions, with enriched data sets
- Increase margins and control costs as the business scales
ATLAS Track Record for Finance & IR
- Improve the speed of fundraising and ongoing investor communications
- Transform the LP experience, handling ad hoc queries with ease
- Independently access verified and audited critical investor relations data
ATLAS data solutions are trusted by Private Capital managers around the world