AI-native data infrastructure for entire portfolios.
Connect every entity's tools, model them into a documented semantic layer, and let people and AI agents query trusted answers from anywhere: Claude, MCP, SQL, and Slack.
Consolidated gross margin by entity, last quarter?
Across 4 entities, blended gross margin was 58.4% in Q1. Holding led at 71%; DTC Brand trailed at 48%.
One layer. Every entity. Nothing shared you didn't mean to.
- 14
- 1
- 0
- 9
Every source your portfolio runs on.
Operators connect their own tools with a setup link — no shared credentials. Gatlas normalizes each entity, then unifies it into one semantic layer.
- Shopify
- Stripe
- Traede
- QuickBooks
- e-conomic
- Xero
- Google Sheets
- Notion
- Google Analytics 4
- Google Ads
- PostHog
- PostgreSQL / Supabase
- HubSpot
- Attio
One layer, built in six.
From scattered tools to trusted answers.
Operators connect their own tools.
Send a setup link. Each portfolio company connects Shopify, Stripe, QuickBooks, e-conomic and more — without ever sharing a credential with you.
Connect your tools
3 of 4 connected · no credentials shared with gatlas
ShopifyStripeQuickBooksGoogle Analytics 4Model raw data into a semantic layer.
Per-entity warehouses become documented views — P&L, margin, customers — each enriched with AI context and column docs, the way your analysts would explain them.
month revenue margin 2026-01 €482k 57% 2026-02 €515k 59% 2026-03 €548k 61% Monthly P&L per entity. Revenue is net of returns; margin excludes intercompany.
Scope exactly what agents can see.
Issue MCP keys scoped to specific entities, views, and tools. Read-only by default, every query logged. Trust without a security review.
mcp_live_••••••7a2query_viewquery_sqllist_entitiestrigger_syncAsk from anywhere, in plain language.
Your team and your AI agents query the same governed views — over MCP, SQL, or Slack — and get trusted answers across every entity.
Consolidated gross margin by entity, last quarter?
Across 4 entities, blended gross margin was 58.4% in Q1. Holding led at 71%; DTC Brand trailed at 48%.
Connect your tools
3 of 4 connected · no credentials shared with gatlas
More than a pipeline.
Delegated setup links
Send a link; each portfolio company connects its own tools. You never collect or store a credential.
Cross-entity consolidation
Roll the whole portfolio up into one set of numbers — margin, cash, customers — deduped across entities.
Per-entity isolation
Each company in its own schema, with row-level security.
Semantic views + AI context
Documented and defined for people and agents alike.
Scoped keys + audit log
Entity, view, and tool scopes. Every query logged.
Reverse ETL
Push trusted data back into the tools teams use.
Ask from anywhere. Same trusted answer.
In Claude, over MCP, in a SQL workspace, or right inside Slack — every surface reads the same governed views, so the number doesn't change with the tool.
@gatlas consolidated cash position right now?
Built for portfolios, and for agents.
Operators and CFOs, in their words.
“I used to export spreadsheets from six accounting systems every month. Now I ask one question and the numbers reconcile to my accountant's file.”
“Our portfolio companies connect their own tools in an afternoon — we never see their passwords.”
“Claude answers across every entity now, and I can see exactly which view each number came from.”
Point your agents at data they can trust.
Spin up a workspace, send your first setup link, and ask your portfolio a question in plain language.