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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

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

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

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
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

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
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

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
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

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

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.