Portfolio-wide revenue intelligence, not spreadsheets.
ATLAS gives PE sponsors a real-time view across every portco pipeline while accelerating commercial due diligence and deploying revenue playbooks that actually stick.
Portfolio unified in under 8 weeks. Diligence in days not weeks. Fixed scope.
Portfolio visibility problems that compound every quarter
The issues below are not unique to any single portco. They are systemic, and they stay invisible until the quarterly review reveals the damage.
No unified portfolio view
Each portco runs a different CRM. Consolidating pipeline data for your quarterly LP report takes a week of spreadsheet work every time.
Revenue leakage is invisible
Pricing inconsistencies, lost deals with no follow-up, and stalled proposals sit in portco CRMs where no sponsor can see them until it is too late.
Due diligence is still slow
Pre-close commercial due diligence takes 3 to 5 weeks of manual research. Analyst time is burned on data gathering rather than analysis.
Value creation plans do not execute
The 100-day plan looks great in the deck. Six months in, revenue teams are still working the same way they did before close.
Six tools built for PE and RevOps teams
From pre-close diligence to post-close value creation, ATLAS covers the full investment lifecycle.
Portfolio pipeline aggregation
Pull CRM data from every portco into one view. See ARR, pipeline coverage, deal velocity, and churn risk across your entire portfolio in real time.
Deal sourcing intelligence
ATLAS monitors acquisition signals: hiring patterns, revenue milestones, founder transitions, and technology footprints. Surface targets before they are in a process.
Commercial due diligence acceleration
Cut pre-close research from weeks to days. ATLAS maps the competitive landscape, benchmarks pricing, and audits the prospect database automatically.
RevOps playbook deployment
Standardize the revenue process across portfolio companies. ATLAS enforces stage definitions, forecasting methodology, and pipeline hygiene rules automatically.
Revenue leakage detection
Identify pricing exceptions, stalled proposals, and accounts overdue for renewal. ATLAS flags risk before it shows up in the quarterly number.
LP reporting automation
Generate portfolio roll-up reports with current pipeline, revenue, and KPI data. Replace a week of spreadsheet work with a 15-minute review.
How PE teams deploy ATLAS across the deal lifecycle
Growth-stage software portfolio: unified in 60 days
Mid-market PE Firm · 8-company B2B SaaS Portfolio
Sponsor went from zero visibility to daily pipeline roll-up across 8 portcos in 8 weeks.
“We went from piecing together a portfolio pipeline view once a quarter to seeing it updated every morning. Commercial diligence on our most recent add-on took 6 days instead of 4 weeks. Captivix changed how we operate as a firm.”
Questions from PE sponsors and RevOps leaders
How does ATLAS handle data from multiple portco CRMs?
ATLAS connects to each portco CRM independently via API and normalizes the data into a common schema. Salesforce, HubSpot, Pipedrive, and 40+ other platforms are supported. Each portco keeps full control of its own system; the sponsor gets a read-only consolidated view.
Can ATLAS support pre-LOI target identification?
Yes. ATLAS monitors signals including job postings, funding events, leadership changes, technology adoption, and conference appearances to surface acquisition targets that match your investment thesis before they run a formal process.
How long does commercial due diligence take with ATLAS?
Initial market and competitive analysis is typically complete within 48 to 72 hours of project start. Customer data analysis and pipeline auditing runs in parallel. Total pre-close commercial work is typically cut from 3 to 5 weeks down to 5 to 7 business days.
What does the 100-day RevOps deployment look like?
Days 1 to 30 are data integration, CRM audit, and ICP definition. Days 31 to 60 are process standardization, outreach launch, and team training. Days 61 to 100 are pipeline growth measurement and refinement. Most portcos see measurable pipeline expansion before day 90.
Is the portfolio dashboard real time?
Pipeline and activity data syncs from portco CRMs every 24 hours. Financial KPIs are updated on the cadence you set, typically weekly or monthly, depending on what source systems allow.
See what ATLAS knows about your next target company
Bring a target or a portco challenge. We will show you what ATLAS surfaces in under 30 minutes.