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Getting Started with Atlas
11
Getting Started with Atlas
Last Update vor einem Jahr
Learn how to set up your workspace, import your first pipeline or portfolio data, and invite your team. This section walks you through the essentials—so you can go from signup to insights quickly and confidently.
Daniel Odediran
Creating a Covalent Atlas Account
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Setting up your Atlas Workspace
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Managing Your Account and Firm Settings
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Create a Deal Sourcing Form
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Create and Configure a Pipeline
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Create and set up a Fund
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How to Add Investments to a Fund
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Set up an Investment Committee
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Invite Team
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Adding Limited Partners Capital Commitments and Contributions
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