A portfolio-ops copilot that gave 8 partners the leverage of a 40-person back office.

An internal AI copilot for a mid-stage VC firm — ingesting board decks, financial reports, founder updates, and market intel into a single brain partners can query in plain English.

14hrssaved per partner per week

3early risk signals caught before quarterly review

100%of board meetings prepped via the copilot

The challenge

What we were up against

Atlas's 8 partners managed 42 portfolio companies. Tracking metrics, surfacing risks, and prepping for board meetings was eating their week — and important signals were being missed in the noise.

Our approach

How we got from zero to live

01Ingested 4 years of board decks, KPI updates, founder emails, and market reports into a permissioned retrieval layer.

02Built a Slack copilot that partners could ask anything from 'what's Acme's net revenue retention trend?' to 'which portcos are showing burn-rate risk?'

03Auto-generated weekly portfolio digests with anomaly flags and suggested actions.

04Built a market-intel agent that scanned news, funding announcements, and product launches for portco-relevant signals.

The solution

What we shipped

Slack-native partner copilot with citation-linked answers across the full portfolio data room.

Weekly portfolio health digest with risk and opportunity flags.

Board prep automation: agenda, KPI deck draft, and discussion prompts in one click.

Competitive-intel monitoring across every portco's market.

Tech stack

LangChainPineconeSlackClaudeNotionSupabase

PreviousPulse Talent

NextSouthwest Gases

Let's build your AI advantage

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