For investment managers
Wider coverage. Faster conviction.
Atlas Labs helps investment managers research more companies, simplify operations and streamline investor relations. We connect your data, documents and tools so AI workflows start from what your team already knows.
Talk to usCover more ground
Filings, transcripts and expert calls brought together, so analysts can investigate more names and spend more time forming a view.
Simplify operations
AI investigates reconciliation breaks, drafts portfolio reports and turns incoming documents into structured records, with exceptions surfaced for your team to review.
Streamline investor relations
AI watches reporting dates, investor requests and relationship changes, then prepares drafts and suggests follow-ups with the right context.
See more of the market. Go deeper on each name.
Public filings, earnings calls and your team's own research, connected. We build workflows that bring the evidence together, trace findings to their sources and give analysts a stronger starting point for their next view.
- Annual filing10-K · FY25
- Earnings transcriptQ2 · Management call
- Analyst notesInternal · Industrials
- Expert calls3 calls · Rail pricing
- Industry newsRail freight · 22 Oct
Carter Rail
Industrials · Coverage brief
Business. Intermodal is the largest segment and the main driver of revenue.
10-K · p. 41Outlook. Guidance remains 19–20%, with softer freight volumes flagged as a risk to the margin outlook.
Q2 call · p. 8 · Sector news · 22 OctThesis. Contract pricing remains the working thesis, with shorter-duration renewals flagged for further review.
Coverage note · §3 · Expert call · 12 Sep- Company ResearchFinancials, segments and operating drivers assembled from filings and calls, ready for review.
- Expert-call KnowledgePast conversations searchable by company and topic, with the original context attached.
- Research MemoryYour notes, models and past decisions connected to the research tools your team uses.
- Investment MemosFirst drafts built around your research process, with sources for your analysts to check.
Bring the records together. Make the next step clear.
Trade records tell one part of the story. Statements, emails and documents tell the rest. We build AI workflows that read both, investigate mismatches and bring your team a proposed next step with the evidence behind it.
01 Connected inputs
Structured data
Trade #1842 · Cash settlement
| Record | Amount |
|---|---|
| Trade ledger | $125,000 |
| Custodian feed | $100,000 |
$25,000 difference
Unstructured data
Broker correspondence · 22 Oct
“Partial settlement confirmed. The remaining $25,000 is due on 23 October.”Broker email · Trade #1842
02 AI investigation
Explain the
$25,000 break.
- Match the records
Connect the trade ledger and custodian entry using the same trade reference.
- Read the context
Find the broker email confirming a partial settlement and the remaining amount.
- Propose the next step
Treat as a timing difference for review. Verify the remaining settlement tomorrow.
03 Decision points
Prepare for sign-off
Proposed explanation and supporting records, ready for the operations team.
Ready for reviewRoute for investigation
Keep the exception open, flag what is missing and assign a follow-up.
Needs investigationBroker confirmation found. Timing difference proposed for the operations team to review.
- Document ProcessingStatements and confirmations read by AI, with key fields extracted into records for review.
- Reconciliation InvestigationBreaks traced across trade data, statements and correspondence, with a proposed explanation.
- Exception RoutingEvidence checked against your team's rules, with unresolved cases sent to the right owner.
- Portfolio ReportingInternal reports drafted from portfolio data and supporting documents, with sources attached.
Stay close to investors. Stay on top of the work.
A reporting date approaches. A questionnaire arrives. An investor's needs change. We build AI workflows that notice the trigger, check the relationship context and prepare a draft or suggest the next step for the right person.
01 Your relationships
02 Watch dates & changes
Queen Street Pension
- Relationship owner
- Sam Bennett
- Preferences
- Quarterly calls · Detailed risk commentary
- 23 OctReporting window opens
Quarterly update due 30 Oct · 7-day lead time
- 24 OctRevised DDQ received
A new questionnaire arrives in the relationship inbox
- 25 OctIndustrials exposure changes
New portfolio figures affect an open investor question
Draft the quarterly update
Include approved fund figures and the industrials detail requested at the last review.
03 Work moves forward
Next steps
- Exposure follow-upPriya · Due 27 OctWatching exposure
- Operational DDQSam · Due 28 OctWatching inbox
- Quarterly updateSam · Due 30 OctDraft ready
Drafts prepared automatically.
Follow-ups suggested to the owner.
Queen Street Pension. Dates, requests and changes are watched to prepare drafts and suggest follow-ups for Sam Bennett.
- Investor ContextRelationship history, preferences and past conversations brought together before every interaction.
- Requests and Follow-upsNew requests and relationship changes trigger suggested follow-ups, with a clear owner.
- Reporting and CommunicationsReporting dates trigger investor-specific drafts from approved fund information, ready for review.
- DDQs and QuestionnairesIncoming questionnaires trigger drafts from maintained answers, with gaps flagged for review.