Turn your past projects into your next clients
Every project you've delivered is a sales conversation waiting to happen. PortfolioOS makes it happen — automatically.
An AI agent trained on your completed projects engages prospects on your website, surfaces relevant case studies, and captures qualified leads — while your team focuses on delivery.
Demand Forecasting Platform
ML-driven demand planning across 12 distribution centers with real-time inventory optimization.
24
Total Leads
68%
Conversion
72
Avg Score
8
This Week
| Lead | Score | Status | Signals |
|---|---|---|---|
Sarah Chen Meridian Corp | 82 | qualified | |
James Okafor NovaTech Ltd | 61 | contacted | |
Emily Russo Apex Partners | 45 | new | |
David Park Summit AI | 93 | converted |
Your best case studies are buried in your team's heads
After every presales call, your team scrambles to find the right projects, chase down delivery leads for details, and manually assemble a tailored deck. It takes days. Sometimes it never goes out.
Meanwhile, prospects visiting your website see a static portfolio page that hasn't been updated in months — and leave without you ever knowing they were there.
Your completed projects are your most powerful sales asset. They're just not working for you yet.
Live in three steps
We engineer your portfolio
Our team embeds with yours to run the full onboarding — interviewing your delivery leads, collecting project details, and structuring your portfolio in PortfolioOS. One kickoff session. We take it from there. Your IP stays isolated and protected from day one.
Your agent goes live
Atlas learns your expertise and goes live on your website — white-labeled with your brand. Prospects ask questions, explore relevant projects, and self-qualify through conversation.
Leads start flowing
Every conversation feeds your lead tracker with engagement scores, signals, and the specific missions each prospect cared about. Your BD team knows exactly who to call and what to say.
See it in action
Every conversation Atlas has generates structured intelligence for your team. Not just “someone visited your site” — but which projects they explored, what questions they asked, and whether they're ready to talk.
Your prospects' experience
Demand Forecasting Platform
ML-driven demand planning across 12 distribution centers with real-time inventory optimization.
Your team's intelligence
24
Total Leads
68%
Conversion
72
Avg Score
8
This Week
| Lead | Score | Status | Signals |
|---|---|---|---|
Sarah Chen Meridian Corp | 82 | qualified | |
James Okafor NovaTech Ltd | 61 | contacted | |
Emily Russo Apex Partners | 45 | new | |
David Park Summit AI | 93 | converted |
Chat with Atlas, then see your engagement score in the lead tracker — instantly.
Your portfolio. Your data. Protected by design
Tenant-isolated architecture
Your missions, your leads, your conversations — completely separated from every other consultancy on the platform. Your portfolio is your IP. We built the architecture to treat it that way.
GDPR-compliant from day one
Data processing agreements, clear consent flows, and full audit trails. Built for consultancies that take client confidentiality seriously.
White-labeled and on your domain
Your prospects see your brand, your URL, your identity. Atlas works for you — not the other way around.
Signal-driven, never pushy
Atlas only offers a next step when real buying signals are present — and backs off the moment interest fades. No popups, no aggressive follow-ups. Your prospects’ experience stays professional.
Turn your portfolio into your sales engine
PortfolioOS is in early access. We're working with a small number of consultancies to get this right — and early adopters get direct access to the founding team, favourable terms, and input on the roadmap.
Or try the demo first — no sign-up needed. Try the Demo →
Questions? Reach us at [email protected]