Introducing Atomical Capital

And a portfolio update

Kevin

Apr 24, 2026

∙ Paid

As you might have noticed, we are taking the next step in our development.

I present you:

Atomical Capital

You can check out our site here.

We’ve been hard at work behind the scenes to set this all up. And both 100 Bagger Hunting and Invest with AI will be 2 publications that fall under the Atomical Capital vision.

Once the rebranding is done, I will talk more about what Atomical Capital is.

But regarding why we did it.

Because we had to.

We are driven by always making things better. And that is what we hope to do here.

And as you noticed, I said WE in the introduction, because I’m no longer alone in this endeavor.

Harvey is our software engineer. He helps build the backbone of Atomical Capital.
Lars is our analyst. This allows us to look at more companies and find more opportunities.

But we’ll go deeper into this in a later article.

I want to introduce you to something we built in secret (well, kind of) over the past 2 months, and you’ll see the results of that in this post.

Our investment process looks like this:

It’s a closed loop: one agentic tool produces an output for a human, who judges, adapts, and provides input to the next tool.

We want to zoom in on a tool called Tracker.

Tracker is an agentic tool that:

Reads our deep dive thesis on file
Gathers ALL data on ALL our companies every week
Then tells us if the thesis is:
- INTACT
- UNDER STRESS
- BROKEN

It does not judge.

Judging whether we hold or buy more is our job. But the tracker helps us save hours tracking all our companies.

It delivers a dashboard like this:

And it writes a weekly report which highlights:

If certain companies are under stress or not
What happened that week with each company
What we should look out for

We’re still iterating on the design, but we’re glad with how it turned out.

The thesis the tracker uses must have a specific structure and quality. We spent a lot of time rewriting our originals to make sure the tracker can use them.

You can download the full thesis for Pharmx Technologies on this page.