For private equity

Better deals. Stronger companies.

Atlas Labs works with private equity firms to find the right companies, give every company in the portfolio the agents its business needs, and run the firm at full strength.

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  1. 01Before you buy

    Win better deals

    Research, sourcing and due diligence, done deeper and faster: sectors mapped, targets screened against your thesis, data rooms read to the page.

  2. 02Across the portfolio

    Equip every company

    An arsenal of agents built once for your firm, then fitted to every portfolio company to strengthen its operations and maximize its returns.

  3. 03Inside the firm

    Operate at full strength

    Monitoring, reporting and investor requests handled, so your people spend their time on the work that moves returns.

See the whole market. Back the few that fit.

Every company in your market is screened against your theses as it appears. When one fits, the CIM and data room are read in days, every finding is linked to its source, and the IC memo starts from a first draft built on your past deals.

4,812

companies in your market

  1. Market
  2. Size range
  3. Thesis
  4. Shortlist
ShortlistThesis: B2B services
  • Ampere Testing LabsIn diligence
  • Hampton Field ServicesStrong fit
  • Tarren InspectionOwner retiring
Project Ampere, data roomDay 3

1,284

documents read

23

findings for the deal team

  • Top 3 customers are 41% of revenueDR 4.2
  • Change of control in 2 key contractsDR 7.1
  • Quality of earnings ties outDR 2.3
IC memo, AmpereDraft 2

Investment thesis. Ampere holds a leading share of regional testing contracts[CIM p.14] with 94% retention over five years[DR 2.3]. Main risks are customer concentration and two change-of-control clauses, both addressed in the proposed terms.

  • Deal SourcingEvery new company screened against your theses as it appears.
  • Diligence ReviewCIMs and data rooms read, with every finding linked to its page.
  • Expert CallsEvery call transcribed, searchable and tied to the deal it informed.
  • IC MemosFirst drafts built from the data room and your past memos.

One arsenal. Every company gets its own agents.

A growing inventory of agents built for the work companies actually do. Operational agents, from month-end close to board packs, run across every portfolio company. Specialized agents handle the work of one kind of business, like route planning for a carrier or patient recall for a dental group.

The arsenal22 agents · growing

Operational

Month-end Close
Board Pack
Cash Forecast
Collections

Specialized

Churn WatchSoftware
Renewal PrepSoftware
Plant SchedulingManufacturing
Supplier QualityManufacturing
Lot TraceabilityFood
Recipe CostingFood
Insurance ClaimsHealthcare
Patient RecallHealthcare
Route PlanningLogistics
Freight AuditLogistics
Driver ComplianceLogistics
Support TriageService
Job CostingConstruction
Permit TrackingConstruction
Store StaffingRetail
Inventory PlanningRetail
Pricing ReviewCommercial
Pipeline HygieneSales

Brightsea

B2B software, 180 people

Month-end CloseNetSuite
Board PackFirm format
Cash ForecastBank feeds
CollectionsStripe
Churn WatchProduct usage
Renewal PrepSalesforce
Support TriageZendesk

Cressy Foods

Food maker, 3 plants

Month-end CloseSage
Board PackFirm format
Cash ForecastBank feeds
CollectionsCustomer ledger
Plant SchedulingPlant schedule
Supplier QualitySupplier files
Lot TraceabilityERP lots

Averil Dental

Dental group, 22 clinics

Month-end CloseQuickBooks
Board PackFirm format
Cash ForecastBank feeds
CollectionsPatient billing
Insurance ClaimsPractice system
Patient RecallPatient records

Vector Logistics

Logistics, 400 trucks

Month-end CloseNetSuite
Board PackFirm format
Cash ForecastBank feeds
CollectionsFreight billing
Route PlanningDispatch
Freight AuditCarrier invoices
Driver ComplianceDriver logs

Each agent is built once in the arsenal, then fitted to a company’s systems, data and people.

Quarter-end, without the crunch.

The numbers from every company, the valuations, the board packs, the LP letter and the DDQs all land in the same few weeks. We take the assembly and checking off your team, so they spend the quarter on the portfolio and the next raise.

Q3 close · Fund III · 4 companies

Nov 2 · 8 of 8 ready

Monthly numbers4 companies

Ready

ValuationsFund III

Ready

Board packs4 companies

Ready

Capital account statements

Ready

Pension DDQ212 questions

Ready

Q3 LP letter

Ready

Consultant questionnaire

Ready

Capital call notice

Ready

  • Portfolio MonitoringMonthly numbers collected from every company, checked and rolled up.
  • Board PacksEach company’s pack assembled in the firm’s format, ready to review.
  • Investor ReportingLetters, statements and notices drafted from approved figures.
  • LP RequestsDDQs and consultant questionnaires answered from your approved responses.

Ready to equip the portfolio?

Talk to us