Ten business days, remote-first. A signed deliverable list, a fixed-fee range, and a clear path from current state to an LP-ready operating layer.
Timeline
10 business days (two weeks) · remote-first
Fee range
$45K-$90K
Credit mechanic
100% toward Enterprise · 12 months
What you receive
The engagement ships a signed artifact list. Each deliverable is scoped before kickoff and delivered at readout.
Fund accounting, portfolio company, pipeline and deal flow, LP and fundraising, and firm operating. Each domain captured at workflow level: inputs, owners, handoffs, and reporting outputs.
The canonical source of truth for every critical field that touches LP reporting or IC decisions. Identifies fields with no owner, fields with competing sources, and fields living in spreadsheets.
Every gap surfaced in process mapping captured with severity, downstream impact, and recommended remediation horizon.
Definition, calculation path, source, and owner for every metric the firm reports to LPs. Resolves the most common LP-call ambiguities before the next quarter.
A sequenced fix list keyed to the gap register. Prioritized for institutional readiness, not for technology preference.
A diagram suitable as an internal artifact or as input to a vendor RFP. No vendor or system is preferred unless the firm's existing footprint dictates it.
Delivery
The sprint runs as a fixed cadence across intake, mapping, synthesis, readout, and a short post-delivery window for clarifying questions. The numbered path below is the operating cadence from kickoff through readout; inbound questions after readout follow the After delivery rules.
Artifact upload (anonymized exports, screenshots, current process docs), goal alignment, and stakeholder interview schedule.
Structured interviews across the five data domains. Process workshops with the operating team.
System-of-record matrix, gap register, and metric dictionary drafted and pressure-tested with the team.
Signed deliverable package and a live executive readout. Remediation plan reviewed with stakeholders before the engagement closes.
Two weeks of inbound questions included. Beyond that, work continues only on a separately scoped engagement.
Who this is for
Buyer triggers map to operating risk the sprint is designed to surface and document.
Preparing for institutional LPs and tighter LP communication.
6-12 months from a fundraise where data hygiene will be scrutinized.
About to evaluate fund-operating systems vendors and need a vendor-neutral baseline.
Living with quarter-end reconciliation breakdowns the team has stopped trying to fix.
Pricing
$45K-$90K
The range reflects firm size, scope complexity, and number of data domains in play. It is not contract negotiation. We quote a single fixed fee within the range after the strategic call.
Remote-first. On-site delivery is a quoted upcharge.
Fee credits toward Enterprise.
100% of the assessment fee credits toward an ATLAS Enterprise engagement signed within 12 months of the assessment's completion date. The assessment is a productized first commercial step, not a hurdle to clear.
Scope clarity
Productized service, not consulting. The boundaries are part of the product.
The assessment produces diagnosis and plan only. It does not include building integrations, configuring systems, migrating data, or shipping fixes. Implementation is a separate Enterprise engagement.
Both assessments run remote-first via artifact upload and structured interviews. On-site engagement is a quoted upcharge, not bundled.
Where the AI Review produces a use-policy draft, Atlas is not legal counsel. The firm's General Counsel reviews and signs off before adoption.
Atlas does not sign or warrant the firm's LP communications. Any assessment artifact used in LP materials remains the firm's responsibility.
Each assessment is point-in-time. Quarterly re-assessment is a separate, future product and is not included.
The assessment is not a substitute for fund admin audit, SOC 2 attestation, or formal regulatory examination.
Strategic call
A 60-90 minute structured discovery conversation. We map your current state, surface the two or three most consequential gaps, and produce a follow-up scorecard. It is a discovery call, not a sales pitch. Atlas reserves the right to decline calls that fall outside scope.
Book a strategic callTen business days. Six pre-published deliverables. A fixed fee range. Fee credits toward an ATLAS Enterprise engagement within 12 months.