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Atlas
Pricing

One operating system. Five buyer shapes.

Same install — substrate, three departments, evals, reporting. Different pricing for different buyers because PE thinks in EBITDA, growth equity thinks in revenue compounding, families think in principal control. Lighthouse pricing for the first one to two PE and search-fund customers in 2026.

Tier 01Anchor tier

Mid-Market PE

PE Operating Partners running $20–100M revenue portcos

Install fee
$75–150K
Monthly retainer
$15–25K
Sales cycle
6–9 months
Value share
5–15% of attributable EBITDA improvement, capped at 3× annual retainer per portco per year

What lands

  • 8-registry substrate wired to Salesforce, NetSuite, and the portco's real stack
  • Sales Ops, Finance Ops, Marketing/CS live in 6–10 weeks (12–18 named agents)
  • Eval suite the CFO can audit (30–50 cases per agent at install, growing to 500+)
  • Per-portco isolated infrastructure with audit-committee lineage
  • Fund-level dashboard with cross-portfolio insight engine fed by every install
  • Quarterly OP review automation against the original investment memo
  • SOC 2 Type I evidence in place by month 6 on the lighthouse install

Best fit

  • Operating Partners with 6–15 portcos who need a fund-aggregated view
  • Portcos at $20–100M revenue with 2–3 departments under operator pain
  • Funds willing to commit a 12-month minimum on the first portco install
  • OPs who want SOC 2 Type I evidence in place for buyer-side diligence by month 6
Commitment: 12-month minimum on the first portco install. 60-day cancel.

Lighthouse pricing. Lighthouse pricing available for the first one to two PE customers — install fee and retainer reduced in exchange for case-study rights and reference calls.

Begin Atlas Discovery
Tier 02

Growth Equity

Growth-equity operators in mixed control / minority positions

Install fee
$50–100K
Monthly retainer
$10–20K
Sales cycle
4–7 months
Value share
2–3% of incremental revenue, capped at 3× annual retainer per portco per year

What lands

  • 8-registry substrate wired to the existing CRM, conversation intelligence, and finance stack
  • Sales Ops, Finance Ops, Marketing/CS live in 6–10 weeks (12–18 named agents)
  • Forecast accuracy lift above 85% inside two quarters
  • Pipeline hygiene, ICP routing, deal intelligence, renewal risk under one eval suite
  • Series C / rule-of-40 readiness posture mapped to investor diligence
  • Quarterly review aligned to the GP's value-creation thesis

Best fit

  • Growth funds backing $10–50M ARR portcos compressing into a Series C or rule-of-40 inflection
  • Companies whose pipeline forecast accuracy sits below 80% and whose CRO needs a substrate, not another dashboard
  • Operators willing to bring Atlas into the portco's go-to-market rhythm rather than treat it as a one-off audit
Commitment: 9-month minimum. 60-day cancel.
Begin Atlas Discovery
Tier 03

Late-Stage VC

Late-stage venture portcos approaching profitability or M&A

Install fee
$40–80K
Monthly retainer
$8–15K
Sales cycle
3–5 months
Value share
Scope-dependent; typically waived for venture engagements

What lands

  • 8-registry substrate scoped to the operator's purchasing reality
  • Sales Ops, Finance Ops, Marketing/CS live in 6–10 weeks
  • Month-end close compression from 8–12 days to 3–5 days
  • Data-room readiness posture — lineage, evals, and reporting the next buyer recognizes
  • SOC 2 readiness ahead of buyer-side diligence
  • Cross-portfolio view returned to the venture fund's Operating Partner

Best fit

  • Series D+ companies whose CFO is being asked to compress month-end from ten days to three
  • Late-stage portcos with operator-CEO leadership rather than founder-CEO leadership
  • Companies whose go-to-market rhythm has matured but whose internal substrate has not kept pace
Commitment: 6-month minimum. 60-day cancel.
Begin Atlas Discovery
Tier 04

Family Office

Single-family and multi-family principals running operating businesses directly

Install fee
$25–60K
Monthly retainer
$5–12K
Sales cycle
1–3 months
Value share
Negotiable per engagement; commonly waived

What lands

  • Sales Ops, Finance Ops, Marketing/CS installed at each operating company
  • 8-registry substrate wired across every business in the principal's portfolio
  • Principal's quarterly review across all family-office holdings — one cadence, every operating company
  • Operating cadence the principal personally runs, not committee-mediated
  • Eval suite tied to the principal's own targets, not a generic benchmark
  • Fast first install — buying decision compresses to a single conversation

Best fit

  • Family offices running one or more operating businesses with no in-house Operating Partner function
  • Principals who want a unified operating cadence across two to five businesses without staffing a holding-company Ops team
  • Engagements where the principal is the buyer, the user, and the budget owner — making the sales cycle the fastest of any tier
Commitment: 12-month minimum per business. 60-day cancel.
Begin Atlas Discovery
Tier 05

Search & Public

Search-fund operators (lighthouse) and small public-company operators

Install fee
$25–50K (search) · $100–300K (public)
Monthly retainer
$5–10K (search) · $20–40K (public)
Sales cycle
1–2 months (search lighthouse) · 6–12 months (public)
Value share
Lighthouse search engagements run flat-fee; public-company engagements scope-dependent

What lands

  • Sales Ops, Finance Ops, Marketing/CS sized for the company (search) or scoped to audit-committee cadence (public)
  • 8-registry substrate wired to the inherited or aging stack
  • 6-week ramp to operating cadence (search) · audit-committee-aligned reporting (public)
  • SOC 2 evidence in place by month 6 (public)
  • Eval suite bound to the principal's first-year targets (search lighthouse)
  • Case-study rights and quarterly cadence with the founders (lighthouse)

Best fit

  • Search-fund principals in the first 6–18 months post-acquisition who need an operating cadence faster than they can hire it
  • Small-cap public operators ($50–500M revenue) whose internal substrate has aged into manual handoffs
  • Lighthouse customers willing to trade pricing concessions for case-study rights and reference calls
Commitment: 6-month minimum (search) · 18-month minimum (public). 60-day cancel.

Lighthouse pricing. The first one to two search-fund customers in 2026 receive lighthouse pricing in exchange for case-study rights, named reference calls, and a fixed quarterly cadence with the founders.

Begin Atlas Discovery

Volume and bundle terms

  • Volume discount10% off install fees on portcos four and beyond in the same fund. 15% off install fees on portcos eight and beyond. Volume terms apply automatically — no negotiation required.
  • Cross-product bundle10–15% off Sentinel when bundled with Atlas at the fund level. Sentinel ships Q3 2026; bundle terms lock at Atlas signature.
  • Pricing postureEvery range is a starting point. Final pricing is set after Atlas Discovery — the two-week productized audit produces a dated install proposal sized to your scope. Discovery fee credits against the install if you proceed.

Why we price after Discovery.

Atlas is an installation, not a subscription. The two-week Discovery audit produces a scored gap analysis and a dated install proposal sized to your scope. Quoting before Discovery would require us to either inflate the range or compress it to win — we do neither. Discovery is paid; the audit fee credits against the install if you proceed inside sixty days.

What you compare against

The same install. Five buyer shapes. The capabilities that don't change.

Pricing varies by buyer because PE thinks in EBITDA, growth equity thinks in revenue compounding, families think in principal control. The capabilities Atlas installs are the same — and the ones competitors leave on the table are the same too.

CapabilityAtlasThis productAnthropic / OpenAI JVMaestro / NinesIn-house buildGeneric AI agency
Operating system installed inside the portco
8-registry substrate wired to Salesforce, NetSuite, Slack, Gmail
Eval discipline (30–1000 cases per agent, Casetext shape)
Per-portco isolated infrastructure
6–10 weeks from kickoff to OP signoff
Fund-level reporting + cross-portfolio insight engine
Mid-market economics ($75–150K install, not $5M consult)
Skills Library compounding across every install
Operator credibility at the OP / CFO / IC table
Value-share priced against attributable EBITDA
SOC 2 Type I evidence by month 6 on lighthouse install
Native to the work
Adjacent or partial
Out of band
The pricing questions buyers ask

What the value-share rule, the lighthouse program, and Discovery actually mean.

The mechanics behind the numbers in the matrix above — how attribution works, why the 12-month minimum, what changes after Discovery.