Raise faster. Look institutional.
Stay focused on building.
The AI-powered investor portal that auto-generates updates, manages your data room, and tells you when you're ready to raise.
30-day money-back guarantee · Cancel anytime
Used by founders who have raised $40M+ in total · From pre-seed to Series B
Everything your raise needs. Nothing it doesn't.
Atlas is built specifically for founders — not investor relations teams at public companies.
AI Investor Updates
Atlas connects to Stripe, QuickBooks, and your metrics stack to auto-generate monthly investor updates. No more staring at a blank doc at midnight — just review, approve, and send.
- Pulls live MRR, burn, runway, and key metrics
- Drafts narrative with AI — editable before sending
- One-click distribution to your investor list
- Full history and open-rate tracking
Smart Data Room
A branded, secure data room that knows who's reading what. NDA gating, document watermarking, and per-investor analytics — so you can prioritize the investors who are actually engaged.
- Branded to your company, not a generic link
- Per-investor view tracking and time-on-page
- NDA e-signature gate before access
- Watermarked PDFs tied to each viewer
Fundraising Intelligence
Know when you're ready to raise before you start. Atlas scores your fundraising readiness across 10 dimensions, matches you to the right investors, and suggests the best timing for your outreach.
- Dynamic readiness score updated as your metrics change
- Investor-fit scoring against your stage and vertical
- AI-generated follow-up sequences for cold intros
- Pipeline CRM built for founders, not investors
Atlas costs 0.1% of your round.
Close 30 days faster and that pays for a year of Atlas in runway alone.
Calculate my ROISimple, founder-friendly pricing
Pay for what you need. Upgrade as you grow.
Seed
For pre-seed and seed-stage founders in their first institutional raise.
- AI investor updates (monthly)
- Branded data room (up to 25 docs)
- View tracking per investor
- Fundraising readiness score
- Basic investor pipeline CRM
- Email support
Series A
For companies actively in a Series A process managing 20+ investor relationships.
- Everything in Seed
- Unlimited data room docs + NDA gating
- Board deck auto-generation
- Investor fit scoring
- UpGPT Platform AI follow-up sequences
- Fund-side portfolio dashboard access
- Priority support + onboarding call
Growth
For late-stage companies and repeat founders managing complex investor relations.
- Everything in Series A
- Multi-round cap table view
- White-label investor portal
- Custom domain for data room
- API access for custom integrations
- Dedicated account manager
- Custom SLA
Institutional
For VC funds and family offices that want a branded co-investor portal or manage complex multi-fund investor bases. Custom scoping, white-label, and SSO available.
How does Atlas compare?
Frequently asked questions
Does Atlas replace my spreadsheet-based investor tracking?
Yes — Atlas is designed to replace the patchwork of Notion docs, Airtable bases, and Google Sheets founders use to manage their raise. All investor data, documents, and communication history lives in one place.
How does AI update generation actually work?
Connect your Stripe and/or QuickBooks accounts and Atlas pulls your key metrics automatically. It then drafts a narrative investor update using your latest data — you review, edit if needed, and approve. The whole process takes under 10 minutes.
Is my financial data secure?
Atlas uses read-only API connections to your financial tools. We never store raw transaction data — only the aggregated metrics needed for updates. All data is encrypted at rest and in transit.
What's the difference between Atlas and Carta?
They're complementary, not competitive. Carta owns your cap table and equity management. Atlas owns your fundraising process and investor relations. We offer a native Carta integration to pull cap table data into your readiness score.
Can I cancel anytime?
Yes. Monthly plans cancel anytime — changes take effect at the end of your billing period. Annual plans are non-refundable; the annual discount is the trade-off for the commitment. Your data is exportable at any time.
What does 'Institutional' mean and who is it for?
Institutional is a custom tier for VC funds and family offices that want to offer a branded co-investor portal to their portfolio companies, or for companies with complex multi-fund investor bases. Contact us to scope it.
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AI-powered investor relations
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