Atrium Request a conversation

An AI operating layer for investment offices.

One governed interface that coordinates specialist agents across your firm's knowledge, secure from day one, built around how your office actually works.

Founded 2026 · Built by Lua

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Built on the frontier models
OpenAI Anthropic Google Meta Perplexity
Market news Portfolios Stock movements FX rates CRM Emails Custodians Research AI agent AI agent AI agent AI agent AI agent AI agent INFORMATION AGENTS
The problem

No unified approach to AI.

Offices are adding AI in pieces. An AI tool for the CRM, another for portfolio analysis, individuals trying their own on the side. Each one helps in its own lane.

But without an operating layer, there is no unified knowledge base and no governance. The gains stay trapped in single tools, no one controls which tool sees which data, and there is no record of what was built or what it costs.

AI ToolCRM AI ToolPortfolio Management Research Market Data Inbox Reporting
AI tools, old systems, scattered information.

Ungoverned by default

No permissioning

No audit trail

Atrium solves this with a governed operating layer that applies AI agents to your firm's specific needs and workflows. Then it learns from every agent and improves.

What Atrium does

Build

Atrium builds the custom agents on your own data and workflows.

Integrate

Atrium wires into the systems you already use.

Govern

Atrium sets up the governance protocols to permission and audit agents and information.

You own the agents, the IP, the architecture. No lock-in, no vendor dependency, no starting from scratch.

What an agent is

What an agent is, and why a fleet needs governing.

Generic AI chats about the file you paste. An Atrium agent does the whole task across your sources. A governed fleet runs many of them under one chain of control.

Generic AI chat
You paste one report and ask.
Q2_manager_report.pdfDraft an investment memo on this report.
Here's a draft based on the report you pasted: the fund returned... key risks appear to be...
Only sees the file you paste. You still gather the rest and stitch it together.
Answers from one report.
→
An Atrium agent
Hand it the memo. It runs the whole thing.
The report Data lake CRM history Prior memos
↓
Pulls the figures and track record✓
Drafts every section to your format✓
Cross-checks against prior memos✓
Flags the gaps for a person✓
↓
Investment memoFull draft ready · 3 gaps flagged
Writes the whole memo, across your sources.
→
A governed fleet
Many agents, one chain of control.
GOVERNANCE · PERMISSIONS · AUDIT one governed memory
Many agents, governed as one.
Why Atrium

Secure by default. Model-flexible. Yours to own.

Secure and governed by default.

  • Every query passes through permissioning, audit logs, and approval workflows before anything is retrieved or written. Nothing is opt-in.
  • Each agent is scoped to its role. The data analyst agent cannot read tax documents; the relationship agent cannot read private investment memos.
  • Source-aware outputs: every answer shows where it came from, so the principal can trust it and the office can defend it.

Model-flexible, so it never goes stale.

  • Each task routes to the model best suited for it: reasoning, extraction, research, drafting, across OpenAI, Anthropic, Google, Meta, and Perplexity. No bet on a single lab.
  • New frontier models go live in days, on your timeline. When the next leader ships, your agents use it that week. No contract change, no migration project.
  • You're buying a capability that compounds, not a tool that ages. The deployment you run in 2 years is sharper than the one you start with.

You own it. It all stays governed.

  • You own the agents and the IP. Build them, change them, take them with you.
  • Anyone on the team can add an agent. The moment it goes live, it runs under the same privacy controls as everything else in the firm.
  • Every agent inherits the firm's permissions and audit trail at deploy time. No security review to reopen, no gaps to chase down later.
Architecture & governance

One governed conversation.

The principal should not have to know which system, folder, advisor, or agent holds the answer. Atrium is one controlled interface that coordinates specialist agents behind the scenes, and a permissioned space for individuals to build their own.

Atrium · architecture & governance
"Using the last 3 years of interaction with this fund, write me a full investment memo."
External · public information
News
WSJNYTFT
Market data
BloombergPitchBook
Regulatory
SEC EDGARForm ADV
Macro · public
FREDBLSIRS 990
The office · perimeter
Internal · your firm
CRM
Relationships
Investment
MemosIC notes
Board
DecksMinutes
Internal financials
P&LCap tableTax
PersonalOAuth
EmailCalendar
Research
CustodiansData rooms
Governance layer
Input controls
Permissioning
Source-aware
Audit logs
Select any agent to see its sample prompts
Firm agentsShared · customized
Investment Officer
Portfolio Manager
Data Analyst
Deal Sourcer
Report Creator
Relationships
Knowledge
Personal agentsOAuth-scoped
Travel prep
Meeting prep
Personal Assistant
Daily Market Update
Build your own

via HeyLua MCP · OAuth-scoped

Manager view: sees which agents ran, who owns them, what data they touched, and what governance flags fired, but not the contents, unless they have independent permission to that data.

How we engage

A diagnostic, a build, then an ongoing relationship.

01

The diagnostic

3 weeks

We map your workflows, your data, your existing stack, and the places your team is losing hours. You walk away with a written 12-month AI roadmap, a vendor stack audit, a security and privacy assessment, and one working prototype agent built against your real data.

If you don't continue, the diagnostic is still useful on its own.

02

The build

6 to 12 weeks

We deploy Lua AI inside your environment and integrate it with your existing platforms (Addepar, Masttro, Eton, your CRM, your inbox). We configure each agent to your firm's history, your investment thesis, your principal's voice. We train your team on how to use the agents and how to extend them.

By the end, you have agents running inside the tools your team already uses, plus one or two people on your team who can build new ones.

03

The relationship

Annual + optional retainer

Annual platform and support. Includes Lua AI platform fees, agent updates, new additions to the library, and continuous monitoring.

  • Flat fees only
  • No hourly billing
  • No add-on upsells
10hr
Our guarantee

Ten hours per week back to your team. Every week. Or you don't pay.

Within 90 days of build kickoff, your office reclaims at least 10 hours per week of professional time. We set the baseline together during the diagnostic and measure against it after deployment. If we miss the bar, we refund the build fee. The promise is structural: we sized the engagement so this is the floor, not the ceiling.

Built on Lua

A proven engine under your operating layer.

5,000+

Agents in production on Lua, the platform Atrium is built on.

1,000+

Clients already building on the platform.

6 to 8 wks

From kickoff to live value inside your firm.

Built on OpenAI, Anthropic, Google, Meta, and Perplexity. Backed by Y Combinator, with SOC 2 and GDPR. You own what gets built.

Who we are

Built by Lua.

Connor Dickson
Connor Dickson
Founder, Atrium

Now building Atrium at Lua, where he ships agentic systems in production. Previously Head of AI at Jackfruit Network, and an Investment Officer at the University of Washington endowment.

LinkedIn
Lua AI
The Agent OS behind Atrium

Atrium is built and run on Lua's Agent OS, a production platform purpose-built for enterprise AI agents. Lua provides the infrastructure, security, and multi-model orchestration underneath every deployment.

heylua.ai
Get in touch

A 45-minute conversation. No deck.

You, your principal or CIO, and us. We listen, we ask, we leave you with one written observation about what we'd attack first. If the fit is right, the diagnostic follows. If it isn't, you have a free outside read on your operation.

Request the conversation