03 · Capital Calls & Distributions
Distribution notices with full accounting
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
LP distribution notices that show the accounting story—not just a wire amount.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Distribution notices with waterfall summary.
- ·Delivery confirmations.
- ·Archive linked to the calc pack.
By hand today
Thin notices that trigger LP follow-up storms.
On Atlas
Templated full-accounting notices from calc pack.
Deliverables
- Notices
- Delivery log
- Archive
Service levels
- Notices within 1 business day of GP-approved calc pack.
Exclusions
- — Tax form preparation
Platform surfaces
Waterfall Enginedocument workspace
Pairs with dist calc; reduces IR burden.