We built this inside our own advisory firm — then watched manual work disappear and mandates increase. Now we install the same infrastructure for firms like yours.
Developed inside a live capital raising advisory
YOUR DELIVERABLE
Not a score. Not a generic summary. A 24-page report built from your firm’s numbers — identifying exactly where your pipeline is leaking and what it’s costing you.
What’s Inside Your Report
24 pages. Built from your answers. Delivered immediately.
Where Your Hours Go
Before a mandate is even signed, your partners are spending 7–10 hours on work that has nothing to do with closing. For many firms it’s closer to 20.
Add it up across your full pipeline and it looks like this:
At $250/hr across 40 prospects/month
$700,000/year
in capacity lost to manual execution
Partner time spent on preparation instead of closing.
“83% of teams using AI-supported systems ‘around the call’ report materially higher revenue consistently.”
— Source: Gong.io Sales Intelligence Data
Your Numbers
Put in your firm’s numbers. See the exact cost of manual execution — based on your deal flow, team size, and mandate value.
Input 6 Variables. Get a Business Case.
We benchmark your current velocity against what Atlas AI has been able to achieve, and simulate what happens when you replace your existing manual process with Atlas’s automated AI infrastructure.
Estimated Annual Fee Leakage:
Your exact number is one step away.
24 pages. Built from your answers. Delivered immediately.
How Atlas Works
Not a tool to learn. Private AI infrastructure built into your existing workflow — running automatically, producing outputs your team reviews and approves.
Content & Visibility
Give it a voice note, a transcript, a few bullet points — and it produces a full content plan. Weekly posts, market commentary, sector insights. Published automatically. Your firm stays visible to prospects and referral partners even when you’re flat out on live deals. Inbound enquiries start appearing within weeks.
Signals & Lead Scoring
More visibility means more conversations — but not all of them are worth your time. This engine picks up signals from content engagement, website visits, and market activity. Scores and qualifies leads before you ever get on a call. The good ones get flagged. The rest don’t eat up your diary.
Pre-Call Prep
Before every meeting, a bespoke research brief lands in your inbox — covering the prospect’s firm, recent mandates, market positioning, and talking points tailored to your offering. No Googling. No scrambling. You walk in sharper than anyone else on the call.
Same-Day Follow-Up
After every call, a bespoke follow-up is drafted and ready to send — recap, next steps, and any collateral the prospect asked for. No rewriting. No chasing notes. It goes out the same afternoon while you’re still top of mind.
The Architect
Kyle Edwards-Brooks
Founder, Brookstone & Partners | Founder, Atlas AI
“We didn’t build this to sell it. We built it to survive.
When we launched Brookstone & Partners we had no brand, no pipeline, no clients. We needed to build visibility, fill the pipeline, and get mandates on the table fast. So we built the first component — the Momentum Engine. Content, authority, deal origination, all automated. It worked. Better than we expected.
Then we were drowning in enquiries. Back-to-back calls. More prospects than we could handle. And that’s when the second problem hit — we were losing deals we should have been winning. The competition knew their clients better. Our prep wasn’t sharp enough. Follow-ups were going out days late. We were spending 7–10 hours of unpaid work around every deal and still losing mandates to firms that showed up more prepared.
We thought about hiring. Too slow, too expensive, still had to train them. So we built the rest of the infrastructure ourselves — integrated into the exact workflows an advisory firm actually runs. The prep briefs, the follow-ups, the proposals, the deal progression. All of it automated.
First year: hundreds of millions in secured mandates. Conversion from 1-in-25 to 1-in-3. Zero new hires. We never needed to hire for those roles — because the infrastructure did it instead.
Now we install the same infrastructure for other firms. Not software. Not a service. Infrastructure that runs invisibly inside your firm — and gives every member of your team back hundreds of hours a month.”
Where is your pipeline leaking?
This identifies yours and calculates the exact cost of ignoring it.
Atlas is designed for:
Typically:
Atlas is a custom-engineered system, not a plug-and-play software tool. We strictly decline applications from firms looking for short-term lead generation or generic AI chatbots.
THE NEXT STEP
We’ll look at how AI infrastructure applies to your firm — where the biggest time savings are, what to automate first, and what the first 90 days look like. No pitch. Just strategy.
Already received your report? Book your call below.
Put in your firm’s numbers. See exactly what manual execution is costing you.
Send My Deal Capture Report →