Diligence memo · auto-generated · as of July 2, 2026
Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. looks fair against its niche peers and is at-risk on financing cadence.
Businessfiled
Atlas Energy Solutions Inc. operates in Other Energy, based in AUSTIN.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Atlas Energy Solutions Inc. has raised $175M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).
Largest single filing: $175M on 2024-03-05.
Most recent recorded round closed around 2024-03-05.
Valuation (modeled)modeled
Provath models Atlas Energy Solutions Inc. at approximately $1.5B (range $942M–$2.1B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 0.84× the median modeled value of Series D+ Other Energy companies in 2022–2024 (10 peers) — value vs value, same stage and era. Within the normal band (84% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 2.3 yr ago; this sector typically re-raises about every 12 months.
Past due for a raise versus sector cadence — watch for distress or a bridge.
Comparablesmixed
Capital scale ranks ahead of 97% of Other Energy peers (2049 compared).
Modeled value ranks above 98% of those peers.
Closest niche peers: Livent Corp., Nexamp, Inc., EnerVenue Holdings, Ltd., Tellurian Inc. /De/, Maxeon Solar Technologies, Ltd..
Peoplefiled
13 named people on file across officers, directors and signatories.
Risks & flagsmixed
Overdue for a raise versus sector norm — distress or bridge risk.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.