Setting up your Atlas Workspace

We've created a guided setup process to help you get your workspace configured and your team ready to manage investments. This article will walk you through the key steps and tasks to get started.

When you first log in, you'll be greeted with a welcome message and the option to take a quick tour of the platform.

• Take the Tour: We recommend clicking Start Tour to get a quick overview of how Covalent can streamline your investment process. This tour highlights key features from deal sourcing to portfolio monitoring.
• Skip the Tour: If you prefer, you can click Maybe Later and proceed directly to your workspace setup.

After the tour or if you skip it, you'll land on the Help & first steps page. This is your central hub for initial setup, providing a clear checklist of tasks to complete.

1. Setup Deal Flow Process

This task helps you configure your pipeline to track deals from application to investment.

• Create Web Forms: Build application forms to capture company information.

• Create and Configure Pipeline: Set up deal stages and workflow automation.

For a detailed guide on these tasks, please refer to the following articles: 

1. Create Deal a Sourcing Form.
2. Create and configure your Pipeline.

2. Setup Fund

This section is for creating your fund and adding your portfolio companies.

• Create the Fund: Set up your fund with basic information and investment parameters.

• Add a Company: Configure fund settings and add your first portfolio company.

For a detailed guide on these tasks, please refer to the following articles:

1. Create and set up a Fund
2. How to Add Investments to a Fund

3. Set up an Investment Committee Contact Group

Here, you'll set up a contact group for your team to review memos and make decisions.

• Add Committee Members: Set up your fund with basic information and investment parameters.

For a detailed guide on this task, please refer to the Set up an Investment Committee article.

4. Invite team

This task allows you to collaborate with colleagues on deals and your portfolio.

• Invite Team Members: Send invitations to colleagues to join your workspace.

For a detailed guide on this task, please refer to the Invite Team article.

5. Add Limited Partners

Use this task to add your LPs, their associated contacts, and their fund commitments.

• Manually Add or Import LPs: Enter or import information about your Limited Partners, their contact details, and the commitments they've made across your funds.

For a detailed guide on this task, please refer to the Adding Limited Partners Capital Commitments and Contributions article.

If you encounter any issues during the process, please contact the Covalent team by sending an email to [email protected] or using the live chat feature.