Your portfolio companies connect themselves, and your partners ask across them.
Send each portfolio company a setup link, and the person who owns each login connects it. Each partner asks about the companies they cover from their own assistant.
Each portfolio company runs its own tools
A fund’s companies keep their sales, cash and product data in their own tools. The quarterly portfolio review and the report to limited partners draw on all of them.
Gatlas reads each tool, and your agent builds both as a deck or a document. Send each one as an edition. An edition keeps the data it was made from.
Ask about any company in the portfolio
- In your assistant
- Claude or another assistant, through the agentic interface, today MCP, the open standard agents use to connect to tools
- In Slack
- The Gatlas agent, in your channels
Revenue
How did each company’s revenue move this quarter against the last?
Read from QuickBooks or XeroProduct
Which companies grew their active users last month?
Read from PostHog or Google Analytics 4Cash
Which companies have less than a year of runway at their current burn?
Read from e-conomicFund ledger
What balances does each fund’s ledger show at the end of this month?
Read from Embankment
Gatlas reads the tools your portfolio companies run
These are the tools behind the questions above.
Accounting and banking
- QuickBooks
- Xero
- e-conomic
- Mercury
Product analytics
- PostHog
- Google Analytics 4
- PostgreSQL / Supabase
CRM
- HubSpot
- Attio
- folk
Fund administration
- Embankment
Each partner sees only the companies you grant
- Setup links
- One for each company, opened by whoever owns each login
- Grants
- Each partner sees the companies they cover, and each agent connection only the companies its grant names
- Requests
- Every request an agent makes is logged
Ask about every portfolio company from your own assistant
Create your workspace and connect your assistant. It helps you send each portfolio company a setup link for the tools it runs.