03 · Capital Calls & Distributions
Distribution calculation (net of carry & tax)
Platform-ledfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Distribution waterfalls computed in Atlas—carry, prefs, and tax withholdings—before a dollar leaves the account.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Waterfall distribution calculation per LP.
- ·Carry and preferred return true-up.
- ·Withholding flags for tax review.
By hand today
One wrong carry cell and LP trust evaporates.
On Atlas
Waterfall Engine is system of record; expert QC; tax partner reviews withholdings.
Deliverables
- Dist waterfall pack
- Per-LP amounts
- QC checklist
Service levels
- Calc pack ready ≥5 business days before intended distribution date.
Exclusions
- — Tax opinion letters
Platform surfaces
Waterfall EngineCapital CallsPerformance
Marquee Atlas capability; premium line item.