Add Your Offerings
Publish the details and supporting attachments that advisors and broker-dealers actually evaluate, and keep equity availability current as it moves.
No fee
Sponsor access simplified.More visibility and better connections.
Put your offerings in front of the professionals who evaluate and recommend DSTs. Share due diligence materials, manage selling agreements, post your offerings, update availability and expand your visibility across the marketplace.
Selling Agreements
Document which firms you hold agreements with. Those firms then see the offerings they can sell.
No fee
Due Diligence Links
A repository of where your due diligence material lives so reps and firms know how to reach it. It does not replace the portal or service you already use - it points to it.
No fee
Bring Your People
Invite colleagues from your firm and grant external parties, such as a managing broker-dealer, the ability to manage part or all of your company's information.
No fee
Elevate every conversation.
Post availability once and every approved advisor, rep, broker-dealer and RIA sees it directly. Your wholesalers’ time goes to building a relationship and not a status update.
Before
- “How much is left?”
- “Is it still open?”
With Atlas
- “Tell me about your client.”
- “Here’s how this deal fits.”
Then, if you want more reach.
To keep Atlas Essentials free for the industry, additional value-add solutions are offered separately to Sponsors. See Premium Services.
Sponsor InsightsMarket detail, competitive comparisons, your events and reach across the platform.TestingSponsor-authored offering exams, administered on each firm’s terms, with a certificate on every pass.Portfolio BuilderWhite-labeled consolidated projections and scenario comparison, all free to the advisors who use it.AdvertisingTwo placements inside the platform, built from the material already attached to your offering.
Questions, answered.
Is Atlas Essentials really free?
Yes. Adding offerings, documenting selling agreements, posting due diligence links and inviting users are all part of the free platform for approved sponsors. For the optional value-add solutions, see Premium Services.
Does the due diligence repository replace our portal?
No, and it is not meant to. Firms use all sorts of portals and services for due diligence, sometimes several at once. This is a repository of where that material can be accessed, and how it appears across the platform.
Who can we invite to manage our offerings and sponsor information?
Sponsors can invite people within your company and external users you want managing part or all of your company's information. This can include a managing broker-dealer, for example, depending on what you have engaged them for.
Can we invite IARs and reps that sell our deals to DST Atlas?
Absolutely! By clicking the "Refer a Friend" button inside the DST Atlas portal you can invite other qualified professionals into the DST Atlas community.
Why document selling agreements?
So the right firms see the right offerings when they log in. Also, if you wanted, you can restrict a PPM or due diligence release to firms that have an agreement in place.