The money

Revenue is closing now.
The round buys the year after it.

AtlasGTM is the MCP application that turns one sentence in a seller's AI tool into a live page on the company's domain that reports back. This page is the financial analyst's: the history, the pipeline, the pricing, what it costs to run, the round, what $700K does, three twelve-month cases, and what a check buys.

May 2024Services company, first two platform versionsPages built for clients by hand. 40+ customers, $250K+ of services revenue. They wanted the pages, not the agency.
Jan 2026Third generation beginsClean-sheet rebuild as a platform. The SAFE opens.
Feb 2026First platform userRiverMeadow moves from our services to the platform itself.
Mar – Apr 2026First customers · both marketplacesPlatform starts selling, every customer onboarded by hand.
Jul 2026In-tenant edition · MCP liveWhole platform inside the customer's cloud. Sellers build from Claude.
Sep 2026v1. Self-serve.New companies onboard without us. Google features Atlas.
PipelineAbout $500K of closeable pipeline in the next six months, of which about $90K is expected to close by the end of November. On that pipeline, $50K+ a month of revenue is plausible within three to six months. Customers today: RiverMeadow, Saviynt and DDN.
PricingFree Pro on the SaaS to prove the use case → $30K in-tenant pilot → $30–70K a year for the in-tenant edition. Self-serve tiers at $29, $149 and $399 a month.In your cloud. Enterprises run the whole platform inside their own tenant — their data, their models, their firewall, their cloud instance — and buy it against cloud spend they have already committed. Gemini today; Bedrock or Anthropic on request.
What it costs to runHosting, support and onboarding for everyone on the platform: under $5,000 a month, no salaries. That is the whole company's burn at the current release. After the raise, about $50K a month at the floor, closer to $58K with the full growth budget — people, the build team, events and marketing.
The round$700K, the remaining room on the SAFE opened in January — $10M cap, 25% discount, open through the end of the year. $600K is the floor that funds twelve months; the rest is the growth budget below. Same paper the first believers signed.
What $10M is priced against
  • Replacement cost$1.5–3M and 12–18 months to rebuild what runs today, by our estimate.
  • Listed on both cloudsGoogle Cloud Marketplace, Google's Agent Marketplace and AWS Marketplace. Buyers pay with cloud dollars they have already committed.
  • Three named platform customersRiverMeadow, Saviynt and DDN — after 40+ customers and $250K+ of services revenue, May 2024 to early 2026.
  • A CEO who has run this motionGoogle Cloud Marketplace at SADA: zero to ~$30M in three years.
  • Under $5K a month to runHosted, supported and onboarded, for everyone on the platform.

Against all of that: a $10M cap.

What $700K does
~$300KPeople — CEO, COO, a sales leader and the first in-house hires
~$145KThe six-person build team that ships the platform
~$150KTen events in the next year, where these deals get found
~$105KMarketing and advertising, infrastructure, insurance, odds and ends
Founders' assumptions · not forecasts

Everything below hinges mostly on one number: how much of today's ~$500K pipeline closes in twelve months. Platform cost stays under $5K a month in every column; the variable is sales velocity.

Slower
About a third of the pipeline closes, late
Revenue, months 1–12~$200K
Run-rate exiting month 12~$25K / mo
A bridge or priced round around month 14–16, on modest revenue.
On schedule
$90K closes by November; pipeline converts on schedule; $50K a month by month six
Revenue, months 1–12~$450K
Run-rate exiting month 12~$60K / mo
Cash-flow break-even around month 10–12. A priced seed from strength, if we want one.
Faster
Marketplace and connector-directory pull adds pipeline on top
Revenue, months 1–12~$750K
Run-rate exiting month 12~$100K / mo
Break-even around month 7–9. Acquirer conversations, if any, happen from a position of choice.
What $700K buys

At the $10M cap, $700K is 7.0% of the company on a post-money SAFE. After two priced rounds and an option pool, holders from this round would typically end up near 3–4% — illustrative, since neither round exists yet. If the company is sold before the SAFE converts, holders receive the greater of their money back or the value of their converted stake.

For this to return five times its money, AtlasGTM would have to sell for roughly $100M — at today's private-software multiples, $15–25M of revenue. We are at $500K of pipeline. That is the bet. The model is on the call, and so is what a lead-sized check comes with.

Illustrative only. These are the founders' assumptions, not forecasts or promises. Actual results depend on how much of today's ~$500K pipeline closes, on timing, and on future financing that will dilute early holders. Exit values are hypothetical and no sale is planned or negotiated. Past services revenue does not predict platform revenue. Any investment can lose all of its value. Figures as of September 2026. This page summarizes; the SAFE document governs.

Book 30 minutes — bring the pipeline question The deal-by-deal view, the customer names we don't print, and what the first hires do — on the call.