The Atlas Investment Framework
How We Evaluate Opportunity
Five stages, applied consistently across equities, fixed income, commodities, real estate, active strategies, and alternative opportunities.
Process
From identification to ongoing monitoring.
The framework's purpose is consistency: the same questions are asked of every opportunity, regardless of asset class or how compelling it initially appears.
- 01
Identify
Locate potential opportunities across selected markets and asset classes.
- Screen selected markets, asset classes, and jurisdictions
- Source from public markets, transaction flow, and statutory sale processes
- Filter against mandate, capacity, and firm competence
- 02
Analyze
Evaluate market conditions, financial characteristics, valuation, legal considerations, liquidity, and downside risk.
- Assess market conditions and cycle position
- Review financial characteristics and valuation
- Examine legal, title, and regulatory considerations
- Model liquidity, holding period, and downside scenarios
- 03
Underwrite
Develop an investment thesis and assess whether the expected opportunity justifies the associated risks.
- State the thesis explicitly, including what would invalidate it
- Test whether expected opportunity justifies identified risk
- Define entry parameters and capital requirements
- 04
Allocate
Determine appropriate exposure within the broader portfolio or strategy.
- Size exposure relative to the broader portfolio
- Consider correlation, concentration, and liquidity needs
- Document the decision and its assumptions
- 05
Monitor
Continuously evaluate market conditions, thesis validity, risk factors, and exit considerations.
- Track thesis validity against evolving conditions
- Monitor risk factors and position-level developments
- Evaluate exit, redemption, or reallocation considerations
Investor Experience
A Professional Investment Experience
How prospective investors engage with the firm, from first conversation through ongoing communication.
- 01
Initial Conversation
Understand investor objectives, experience, and applicable eligibility.
- 02
Strategy Discussion
Review relevant strategies and the considerations that shape them.
- 03
Due Diligence
Provide appropriate documentation and information for independent review.
- 04
Investment Decision
The investor decides, informed by applicable offering materials and disclosures.
- 05
Ongoing Communication
Appropriate updates, reporting, and investor communications.
Engagement does not imply access to any particular opportunity, and no outcome is promised. Eligibility is determined under applicable law and offering documents.
Consultation
Let's Discuss Your Investment Objectives
Speak with the Atlas Ventures Capital team to learn more about our investment philosophy, strategies, and applicable investment opportunities.
Submitting an inquiry does not create an investment advisory relationship and does not constitute an offer or solicitation. Eligibility for any opportunity is determined under applicable law and offering documents.