09 · Compliance & Regulatory

SEC exam preparation & response

Atlas-orchestratedfrom $2,500/moExpert ~36 hrs/mo

Bottom line

Stand up exam war-room: document index, request tracking, and response drafts with counsel.

Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.

Invoice / proposal description

  • ·Exam document index and war-room.
  • ·Request tracker and draft responses.
  • ·Daily stand-up notes during active exam.

By hand today

Exam = all-hands panic.

On Atlas

War-room + tracker; counsel leads strategy; expert runs logistics.

Deliverables

  • Doc index
  • Request tracker
  • Draft responses

Service levels

  • New requests logged ≤4 business hours during active exam.

Exclusions

  • Legal representation before the SEC

Platform surfaces

document workspacecompliance calendarImport & Analyze

Crisis premium; converts to ongoing compliance.