03 · Capital Calls & Distributions
Clawback reserve tracking
Platform-ledfrom $850/moExpert ~0.5–2 hrs/mo
Bottom line
Track potential GP clawback exposure continuously so reserves and LP conversations stay ahead of year-end surprises.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Ongoing clawback exposure estimate from waterfall.
- ·Reserve recommendation memo.
- ·Quarterly GP briefing note.
By hand today
Clawback math only when someone asks.
On Atlas
Continuous waterfall estimate + quarterly expert note.
Deliverables
- Exposure dashboard
- Reserve memo
- Quarterly note
Service levels
- Exposure refreshed each quarter within 10 business days of data freeze.
Exclusions
- — Personal guarantee negotiations
Platform surfaces
Waterfall EnginePerformance
Governance sell for institutional LPs; sticky.