The operating layer beneath your consulting layer.
Atlas installs the same operating system inside each portco — substrate, three departments, evals, reporting — and feeds a fund-aggregated view your IC and your LPs can read. Pilots that graduate. Numbers you can defend.
Your portcos report numbers you cannot audit. Board prep takes weeks because data lineage lives in five spreadsheets and a Notion page. Cross-portfolio insight is anecdotal. SOC 2 readiness gets pushed every quarter. The next buyer-side diligence will be a fire drill — and the AI vendors already onsite are pilots that have not graduated.
We install the operating system inside each portco — substrate, three departments, evals, reporting — and wire the substrate to a fund-aggregated view you and your IC own. Six to ten weeks per portco. Twenty-two named agents under eval discipline. The Skills Library compounds across every install in the fund: a forecasting pattern proven in portco one is available to portco eight on day one.
The quarterly OP review assembles itself against metrics you already track. Board pack automation compresses portco-side prep by seventy to eighty percent. SOC 2 Type I evidence in place by month six on the lighthouse install — the next exit diligence is no longer a fire drill. EBITDA moves measurably; the value-share rule keeps Atlas accountable to it. This is the layer that survives the next twelve-to-eighteen-month category window.
The lighthouse install determines our next twenty-four months.
We are signing one or two lighthouse customers in 2026. Concessionary install pricing in exchange for a public case study and three named reference calls per quarter. The first install is the precedent for every fund-level relationship that follows it — we choose carefully and execute relentlessly.
See the lighthouse term sheet →- A scored gap analysis per portco — substrate, departments, evals — mapped to the fund's value-creation thesis.
- A dated install proposal sized to your scope and your preferred sequencing across the portfolio.
- The audit fee credits against the install if you proceed inside sixty days. Discovery is paid; Atlas is the return we expect to defend.