Contact Sourcing
Prioritized search across your firm’s relationships and Apollo. Known contacts first, fresh candidates next, deduplicated automatically.
Product
One system. Every mandate.
Origination
Finding the right buyers. Building the universe. Reaching out.
Buyers List Generation
Four-phase pipeline: PitchBook search, AI web research, cross-engagement candidates, and fit ranking. Refined as the mandate advances.
Native Pitchbook Integration
Paste a URL. Atlas pulls the firm profile, investment preferences, and scores the buyer for your engagement. Zero re-entry.
Email Campaigns
Audiences from live deal data, send sequencing, and real-time reply tracking. Every send respects the current state of the deal.
Execution
Running the mandate. Capturing activity. Keeping the record current without manual logging.
AI Deal Tracking
Atlas monitors your mailbox and extracts deal signals, then queues them as suggestions you approve, edit, or dismiss.
CRM
One workspace per mandate. Buyers list, contacts, campaigns, documents, and milestones in one place. One record per entity across the firm.
Relationship Intelligence
Who at your firm knows who, from which deals, ranked automatically. Relationships compound across mandates.
Buyer Scoring
Every buyer ranked against the engagement’s parameters. Rationale visible for review.
Delivery
Client-ready documents, reports, and the data room, generated from the same engagement record.
Virtual Data Room
Permissioned, watermarked document access. Buyer-side activity logged directly in the deal record.
One Click Reports
Client-ready output from live deal data. No assembly, no copy-paste.