Use case · Illustrative
Summit Capital
The Challenge
Independent value investor writing thesis memos for personal LP-style accounts. Spends Saturdays reading 10-Ks; the day disappears before the thesis takes shape. Sources to Sentieo and FactSet add up to more than the strategy earns in fees. Conviction takes longer than the holding period.
The Solution
Starter at $39 a month plus the NA market pack at $29. Opens with the Value Investor blueprint — Graham-style intrinsic-value framing, margin-of-safety scoring, balance-sheet-strength signals. Atlas runs the bear case and the bull case in parallel. The thesis memo writes itself in one sitting. Smart Signals fire when an existing holding moves outside the margin-of-safety band.
Results
~20 min
Time-to-thesis (from 6hr)
12 / mo
Theses written (from 3 / mo)
$68 / mo
Total monthly research cost
1,000
Credits incl. (~200 actions)
“I had been pricing my Saturdays into the strategy without admitting it. Switching to Starter made the Saturdays optional. The bear-case narration is the part I didn't know I needed — every memo now has an explicit 'what would have to be true to be wrong' section. Sourced and timestamped.”
Composite Solo Practitioner · illustrative scenario
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