Frequently asked questions

AtlasX is acquisition and deal management software for commercial real estate investment teams. Firms run their pipeline and due diligence in one platform, with AI agents that turn OMs, rent rolls, T12s and comps into structured data the firm owns.

Commercial real estate investment teams from emerging managers to global institutions: acquisitions teams at owner/operators, private equity firms and REITs, plus debt originators, developers, capital markets teams and owner occupiers. Customers include Greystar, Abacus Capital, Wheelock Street Capital, Faropoint, KHP and SpareBox.

Since 2017. AtlasX was founded by a team from commercial real estate to replace the spreadsheets firms use to track deals.

Yes. AtlasX works for deals in any country, in local currencies and local units of measure.

Per user, with one price for editors and a lower price for view-only users. Outside users, such as JV partners, LPs, lenders and counsel, are free. Plans scale from startup shops to institutions, and for a small team, AtlasX handles the data entry that would otherwise take an analyst. Request a demo for a quote.

Yes. After a demo, we set up a sandbox configured for your team, so you can try AtlasX on your own deals before you commit.

One to two weeks, depending on scope. We configure AtlasX to your process, import your existing tracker and deal history, connect email and storage, and train your team.

Yes. Stages, fields, deal templates, task workflows, views, reports and more are configurable in a point-and-click editor. Your admins can change them anytime, and our team reconfigures AtlasX with you whenever you launch a new strategy, fund or initiative.

Forward a broker email or drag in an OM, and AtlasX's AI agents create the deal, reading OMs, rent rolls, T12s and comp sheets into editable fields. For multifamily, the agents validate their own work: each rent roll gets 26 unit-level checks and a grade, and each T12's NOI is reconciled to the source statement month by month.

Lease and unit-level detail. For commercial properties: each tenant's base rent steps, recoveries and options. For multifamily: floor plans, market and in-place rents, charges, and affordable and subsidized unit flags, from Yardi, RealPage, Entrata, AppFolio, Rent Manager and ResMan, with loss to lease, occupancy and unit mix calculated for you.

Yes, for multifamily. The T12 agent maps each statement line by line to a 50-line chart of accounts that rolls up to NOI, and reconciles NOI to the source month by month. Because every T12 lands in the same chart of accounts, you can benchmark expenses in $/unit or % of EGI across your portfolio and pipeline.

Yes. Through the AtlasX MCP server, Claude, ChatGPT and Microsoft Copilot work directly with your AtlasX data: ask about your pipeline, create and update deals, add comments, and update contacts, companies and CRM activity. They see only what your user can see. AtlasX also has its own built-in AI Assistant.

Yes, with the AI you already use. Connect Claude, ChatGPT or Copilot to AtlasX and ask it to draft an IC memo, deal summary or presentation from a deal's data, in your own template. See our guide to writing an investment committee memo.

No, by design. Your underwriting model is your firm's edge, so it stays yours. AtlasX prepares the inputs it needs, turning rent rolls, unit mixes, T12s and comps into clean, standardized data, then keeps every version of the model with the deal and pulls the key outputs into fields to compare scenarios and report to IC.

From your own deal flow. AtlasX isn't a market data provider: it reads comp sheets, broker reports, OMs and exports from the data services you subscribe to, and builds your firm's own comp database. Deals you pass on become market history too, with an alert if one later trades to another buyer.

Yes. Track due diligence, deposit and closing dates on every deal, with checklists, Gantt timelines, email reminders and calendar sync. Tasks can depend on other tasks or key dates, so when a date moves, everything after it shifts automatically.

Yes, for asset management workflows: reminders for lease expirations, base rent increases, tenant options and loan maturities, and recurring tasks such as investor reporting or tax appeals. Owned assets stay alongside the pipeline, so new deals can be compared against them.

Outlook email and calendar, Gmail and Google Workspace, SharePoint, OneDrive, Google Drive, Dropbox, Box, Claude, ChatGPT, Microsoft Copilot, Excel, ESRI and U.S. property records, plus read and write APIs.

Yes. AtlasX logs emails with the contacts you choose to track to their contact and company records, imports your address book into the CRM, and puts tasks and deal dates on your calendar.

Yes, both ways. Connect your storage once, and AtlasX creates a folder for each new deal or links an existing one. Files added in either place appear in both, and earlier versions are kept, so you can see how an OM or model changed.

Yes. Read and write APIs connect AtlasX to BI dashboards, accounting and budgeting systems or your own data warehouse, and the MCP server connects it to AI tools.

Yes, and outside users are free. Share a specific deal and choose exactly what they see: which fields, which documents and which parts of the task workflow. Partners never see each other's deals or anything you haven't shared.

Yes. Create separate workspaces for regional offices, investment strategies or owned assets. Access can stay within a workspace or open across the firm, and admins see everything.

Yes. Scheduled pipeline reports go out by email in Excel or PDF, filtered by stage, strategy or team. View-only users can also open deals and files, comment and run their own reports without editing anything.

Your firm does. AtlasX doesn't sell your data, disclose it to anyone or use it to train AI models, and you can export it whenever you want.

AtlasX runs on Amazon Web Services, with data encrypted in transit (TLS) and at rest (AES-256), encrypted backups, firewalls, intrusion detection and DDoS protection. The application is monitored for attacks, tested by third-party penetration testers, and records who changed what on every deal. Employees can't access customer data except in limited support cases. See our Security Practices for details.

Because spreadsheets stop working as a team grows. Excel trackers and shared drives are fine for a few deals; AtlasX is for when several people are screening deals, leadership wants regular reports, and the firm wants to keep the history of every deal it reviewed, including the ones it passed on.

Because building it is the easy part. Claude reads a single OM well, but answering questions across your pipeline takes a platform holding your deal history. Keeping that running for years means accurate extraction on messy documents, partner permissions, integrations that survive Microsoft, Google and AI updates, and security. AtlasX already does all of it, and Claude connects to it.