Creating a Covalent Atlas Account

Welcome to Covalent Atlas, the modern operating system for private market investors. Atlas is designed to be your single, intuitive platform, eliminating the need for fragmented tools and manual processes. It centralizes all your essential workflows, including deal sourcing, pipeline management, and portfolio monitoring, so you and your team can focus on what matters most.

With Atlas, you'll gain access to:

• Smart Deal Sourcing: Use structured forms and real-time insights to efficiently track and manage new opportunities.

• Turbocharged Pipelines: Streamline your workflows with customizable stages, filters, and timeline tracking.

• Portfolio Monitoring: Monitor your investments with unified dashboards, standardized metrics, and automated reporting.

• Collaborative Workflows: Enhance team coordination and replace scattered spreadsheets and emails with a centralized system for notes and communication.

Please note: The Covalent platform is a web application designed for larger screens and is best viewed on a desktop or laptop for the optimal user experience.

Once you've completed a demo and are ready to use the platform, you'll be whitelisted to create your account. This process allows our team to provide the best possible support as you get started.

You will receive an email from the Covalent team with the subject "🚀 Your Covalent access is ready — let’s get you started". 

Within the email, you'll get a sign-up link which will lead you to the Sign-Up page.

After clicking the sign-up link in the email, you'll be guided through five (5) simple steps to create your account.

Step 1: Create Your Account

The first step is to create your login credentials. Fill in the following required details:

• Work Email

• Password (must be strong)

Once you've entered your information, click the Get Started button to proceed.

For security purposes, you will need to verify your account via email. A 6-digit OTP (One-Time Password) will be sent to the email address you used for registration.

Enter the code in the provided fields and click Verify. If you don't receive the email, you can click the "Resend" link.

Next, you will be prompted to set up your personal profile. Fill in the following required details:

• First Name

• Last Name

• Phone

• Your role (select from the dropdown menu)

Once you've entered your information, click the Continue button to proceed.

The final step is to provide details about your investment firm. Fill out the form with the following information:

• Firm Name

• Firm Website

• Firm size (select from the dropdown menu)

• Firm Type (select from the dropdown menu)

After entering these details, click Complete Registration.

Step 5: Invite Your Team Members

After completing your firm profile, you have the option to invite your team members to the platform.

Add the email addresses of your team members and then, select an Access Role for each user from the dropdown menu:

• Admin: Full access and control.

• Viewer: Read-only access to view data.

• Operator: Can perform actions and edit data.

Click Add new to invite more than one team member at a time. When you're finished, click Invite Member(s) or click Skip For Now to invite them later from your account settings.

Congratulations! Once you've completed these steps, you will have full access to the Covalent Atlas platform and can begin managing your deal sourcing pipeline, tracking your portfolio's performance, and more.

If you encounter any issues during the process, please contact the Covalent team by replying to the welcome email or sending an email to [email protected].