ATLAS
tryatlas.today
Your fund's CFO,
computed exactly.
AI-powered fund management platform for venture capital and private equity firms.
The Problem
The $100 trillion private capital market still runs on Excel and email. Fund managers spend dozens of hours per quarter manually aggregating data, modeling waterfalls, preparing LP letters, and rebuilding scenarios in disconnected spreadsheets. The cost is real: operational bottlenecks at scale, bad decisions from fragmented data, and LP reporting crises every quarter.
What ATLAS Does
ATLAS is an AI-powered CFO platform that combines a deterministic fund math engine with Claude-powered advisory intelligence. The core math runs client-side for maximum privacy — fund data never leaves your machine for the modeling layer. AI provides judgment, narrative, and compliance cues on top of numbers you can trust.
Fund math runs locally in your browser. Core data never sent to a server. AI advisory is strictly layered on top — it reads your numbers, never invents them.
Eight CFO Modules — One Platform
Waterfall Engine
European and American waterfall modes, gross-proceeds sensitivity, LP/GP split modeling, clawback cues. Export to PDF or Excel with standard disclaimer footers.
CFO Advisor (AI)
Streaming AI chat powered by Anthropic. Drafts capital call notices, LP letters, scenario narratives, and flags compliance-adjacent risks — grounded in your actual fund numbers.
Scenario Lab
Base, Upside, Downside, and Catastrophic scenarios. Directly linked to portfolio data for realistic sensitivity modeling.
Portfolio & Reporting
Import deals via CSV, TSV, or JSON. Track MOIC, invested capital, current value, and ownership rounds. Feeds directly into all analytics modules.
Pricing Overview
Starter
Self-serve
Immediate modeling leverage, fast onboarding
Professional
$5K–$10K/mo
Full modules, BYO API key, priority support
Enterprise
Custom
83s1c white-glove — see below
White-Glove Operational Infrastructure
For firms where complexity, custom systems, and institutional reporting needs require more than software alone, 83s1c by ATLAS is an embedded operating layer delivered by forward-deployed operators and technical specialists — not a generic SaaS rollout.
Who it's for:
- Mega-funds with portfolio operations spread across multiple systems
- PE firms needing a durable operating layer across monitoring and reporting
- Family offices with bespoke tooling, fragmented data, and no single source of truth
What you get — four pillars:
Forward-Deployed Execution
Embedded operators inside your IC, reporting, and portfolio-review cadence — not a helpdesk ticket.
Platform-Agnostic Integration
Connects Salesforce, Carta, Pulley, spreadsheets, email, and the custom legacy systems generic SaaS cannot touch.
Managed Workflow Automation
IC memos, LP reporting prep, portfolio monitoring, and operational handoffs built around your existing process — not ours.
Strategic Advisory
Operational recommendations, implementation planning, and continuous optimization grounded in your actual fund workflow reality.
Delivery model — four phases:
Discovery — Map source systems, reporting obligations, operating bottlenecks, and workflows still living in spreadsheets and inboxes.
Integration & Build — Connect systems, normalize data, tailor ontology and workflow logic, stand up the first production-grade operating layer.
Operationalization — Move high-friction processes into repeatable execution paths with clear ownership, auditability, and review loops.
Steady State — Run with an embedded cadence: support, optimization, and measured expansion into adjacent workflows where the leverage is real.
Not ready for a full engagement? ATLAS offers two productized assessment sprints as an on-ramp:
Current State Sprint
10 business days. $45K–$90K — 100% fee credit toward full engagement within 12 months.
AI Operating Readiness Review
15 business days. $60K–$120K — 100% fee credit toward full engagement within 12 months.
Enterprise delivery is phased and tailored. Timelines, integrations, and automation scope depend on your existing systems, reporting obligations, and operating model. IP in platform algorithms and AI models remains with ATLAS; custom configurations and workflows scoped per engagement.
Why ATLAS Wins
Deterministic, not probabilistic
Fund math computed with precision-20 decimal arithmetic. AI is advisory only — it never touches the model outputs.
Privacy-first architecture
Core fund modeling is client-side. LPA data, carry schedules, and portfolio economics stay on your device.
Built for retention
Deeply embedded in LP agreement structures and fund economics means switching cost is structural, not cosmetic.
From self-serve to enterprise
ATLAS Core delivers immediate leverage. 83s1c extends to complex institutional firms with full operational depth.
Ready to see ATLAS in action?
Live platform demo at tryatlas.today — or start the enterprise conversation directly.