Store and organize entity data digitally in Atlas to create an AI-enabled single source of truth.
Add an entity using AI
- In the left-side navigation, under Atlas, open the Entities page
- Click Add Entity in the top right corner of the page
- Select Upload File
- Upload the Certificate of Formation for the entity (PDF format only)
- Click Start Upload
- Review the Status column for the document on the In Progress tab. When it changes from Processing to Ready for review, click the document to open it.
- Review the AI-abstracted details for the entity and make any needed updates
- Click Finalize & Add Entity
Add an entity manually
- In the left-side navigation, under Atlas, open the Entities page
- Click Add Entity in the top right corner of the page
- Select Manual Entry
- Input the entity's details: Legal Name*, Jurisdiction, Entity Type*, Purpose, US Tax Treatment, EIN, and Formation Date
- Choose to Add Tasks from Workflow to establish clear next steps and accountability
- Click Add Entity
Once created, you will be loaded into the entity's details to include additional key entity details, establish relationships, upload supporting documentation, and more.
Add Tags to your entities to organize and filter them by fund, team, and/or strategy.
Manage tags at scale on the Account Settings page and apply tags in an entity's details on the Key Information tab, in the Fundamentals table by clicking Edit.
Once created, entities are accessible on the Entities page under the Finalized tab.