Frequently Asked Questions

Atlas Capital analyses your cash position using AI-driven treasury models and identifies opportunities to deploy surplus, unallocated funds into structured, predictive portfolio strategies. The goal is to reduce cash sitting idle in low-yield accounts while maintaining the liquidity profile your business needs.

We work primarily with UK businesses that hold meaningful cash reserves — operating capital, retained earnings, or seasonal surplus — and want that capital working harder without taking on the day-to-day burden of active portfolio management.

Our models ingest your treasury data, cash flow patterns, and liquidity requirements to build a predictive picture of what capital can be safely deployed and when. This informs allocation recommendations that are reviewed before anything is put into motion.

No. The platform is built for finance teams and business owners who understand their own cash position but don't necessarily have in-house portfolio management expertise. Our process is designed to be understandable at each step, not a black box.

Liquidity requirements are established at the outset and factored directly into the predictive models. Capital allocation is structured around maintaining access to the funds your business needs for operations, rather than locking everything into long-term positions.

Onboarding starts with a review of your current treasury setup and cash flow data, followed by an initial analysis phase. From there, we walk through recommended allocation strategies with you before anything is implemented.

Treasury and financial data submitted through the platform is used solely to generate your analysis and allocation recommendations. Full details on data handling are outlined in our Privacy Policy.

Requirements vary depending on your business's cash position and objectives. The best way to understand what's appropriate for your situation is to start a conversation through our contact form.

Yes. Business cash needs change, and your allocation strategy can be reviewed and adjusted as circumstances shift. We recommend regular check-ins to keep the deployment approach aligned with your current liquidity requirements.

Pricing depends on the scope of analysis and ongoing management involved. We discuss specifics directly with each business during initial conversations rather than publishing a one-size-fits-all rate.

Once the initial treasury analysis is complete and you've reviewed the recommended approach, we move into implementation and ongoing monitoring, with periodic reporting so you can see how deployed capital is performing against your objectives.

The quickest way is to use the "Start Optimization" link at the top of this page, or reach out through our contact page. We'll follow up to discuss your treasury position and next steps.