AI Deal Tracking
Atlas monitors your mailbox and extracts deal signals — contact history notes, milestone updates, campaign replies, new contacts — and queues them as suggestions. Every suggestion is an approve, edit, or dismiss decision, reviewed from Atlas or directly in the Outlook add-in.
In practice
A buyer replies with questions on the CIM. Atlas drafts a suggested contact history note and queues a milestone update from “Outreach” to “Review.” You tap approve in the Outlook sidebar and both land in the deal record.
CRM
Every mandate gets its own workspace with the buyers list, contacts, campaigns, inbox activity, documents, and milestones in one place. Buyers and contacts are canonical across the firm — one record per entity, no matter how many engagements touch it.
In practice
Open an engagement. See the full mandate state — the ranked buyer universe, last-touch timestamps per contact, the open campaigns, the unread suggestions queue, and the current milestone — in a single screen rather than five tools.
Relationship Intelligence
Who at your firm has worked with a given contact, on which prior deals, and in what capacity — surfaced automatically from your firm’s engagement history. Relationships compound across mandates instead of getting trapped in deal folders.
In practice
Prepping a pitch. Atlas surfaces that Partner B ran a sell-side for the prospect’s parent three years ago and an Associate has ongoing correspondence with the head of corp dev — ranked by frequency and deal involvement.
Buyer Scoring
Every buyer gets a ranked score against the engagement’s parameters — revenue, deal activity, fund stage, sector focus. The underlying rationale stays visible for review.
In practice
Refining the buyers list mid-process. Atlas scores every candidate against the mandate’s size and sector, and the top-ranked buyers surface their financial context — recent fund deployment, sector focus, and deal cadence — right in the list view.