Investment banking deal workflows live across spreadsheets, inboxes, and CRMs that were never designed for this work. The administrative coordination becomes its own job, growing with every active mandate.
Atlas replaces that fragmentation with a single record of the deal. Origination, execution, and delivery on one system.
Capabilities
Every part of running a deal, on one system.
From origination through delivery, the full lifecycle of a mandate captured in a single record.
AI in Atlas
Adopting Atlas means adopting AI for your bank.
The deal lifecycle has many different workflows. Atlas lets you spend time on the ones that matter: Interacting with clients and buyers. Let Atlas handle the rest.
We’ve deliberately injected AI where it fits naturally: Document Parsing, Market Research, Deal Tracking, and Data Enrichment. All wrapped in a modern UI displaying your data where you’d expect.
AI has arrived for investment banking. Don’t get left behind.
AI Deal Tracking
Suggests updates to the deal record and writes contact history notes from real activity.
You approve every change before it lands in the database.
Relationship Intelligence
Ranked relationships across your entire firm. Who knows who, and how well.
Built from email history, prior deal participation, and meeting overlap. Scored automatically.
Imported Emails
Every email automatically appended to the right contact’s CRM record.
The full message history attached to every contact, with no copy-paste between systems.
Campaign Design & Management
Targeted buyer campaigns for every sell-side mandate, built around the right audience for each client.
Audience targeting, send sequencing, and performance metrics across active mandates side by side.
Atlas Mailman
Full outreach software built on Microsoft Graph API for maximum deliverability.
In-app reply tracking, opens, link clicks, and bounces. The full statistics suite in one place.
Contact Sourcing
One-click prioritized search across firm relationships, prior deals, and AI-assisted Apollo enrichment.
Known contacts surface first, then enriched candidates, all in a single pass.
Buyers List Generation
A four-phase buyer identification process that refines as the mandate advances.
Mandate intake, Pitchbook universe scoping, AI-driven web research, and fit ranking.
Native Pitchbook Integration
Type a buyer’s website. Pitchbook auto-enriches the entire CRM record.
Biographies, investment preferences, and the rest of the buyer record pulled in automatically.
Valuation Workshop
Integrated modeling environment with real-time scenario analysis.
Output-ready formatting for client deliverables, generated from the same dataset.
Virtual Data Room
Secure, permissioned document management with granular access logging.
Watermarking and buyer-side activity tracking surfaced directly in the deal record.
Reporting
On-demand report generation from live deal data.
Client-ready output, formatted for the audience and the stage of the engagement.
MCP Server
Easy integration with your enterprise AI subscriptions.
Get deal and CRM data from natural language queries in Claude, Perplexity, ChatGPT, and more.
Built different
Not a CRM retrofit.
Every part of Atlas exists because a deal needs it, not because it fit inside a generic business platform.
01
A data model for M&A.
Mandates, buyers, sellers, process stages, NDAs, IOIs, LOIs, and closing mechanics. Every field exists because a deal needs it.
02
Native integrations, zero re-entry.
Email, calendar, Pitchbook, and the data room land in the deal record on their own. No copy-paste between systems.
03
Built by people who’ve run mandates.
Workflow design by practitioners who have run hundreds of lower-middle-market sell-side and buy-side engagements.
04
AI that speaks deal.
Trained on mandate language: NDAs, IOIs, LOIs, closings. Not generic business process terminology.
Book a Demo
Bring Atlas to your firm.
A short conversation, a walkthrough of the product, and a path to getting your team onboarded.
Thank you.
We’ll reach out within one business day to schedule your walkthrough.
Used only to schedule and follow up on the demo. No newsletters, no marketing lists, no data sharing.
Book a Demo
Bring Atlas to your firm.
A short conversation, a walkthrough, and a path to onboarding your team.