08 · Exit Management & Realizations

Realized distribution calculation

Platform-ledfrom $850/moExpert ~13 hrs/mo

Bottom line

Turn reconciled proceeds into per-LP realized distributions with carry correctly applied.

Mostly software once live; typical expert babysitting under ~2 hours/month.

Invoice / proposal description

  • ·Realized distribution waterfall.
  • ·Per-LP payment schedule.
  • ·QC checklist before notices.

By hand today

One-off exit spreadsheets.

On Atlas

Waterfall Engine from proceeds recon.

Deliverables

  • Dist waterfall
  • Payment schedule
  • QC

Service levels

  • Calc ≤5 business days after proceeds recon sign-off.

Exclusions

  • Tax opinions on character of gain

Platform surfaces

Waterfall EngineCapital Calls

Realization monetization of waterfall.