08 · Exit Management & Realizations
Escrow & earnout tracking
Platform-ledfrom $850/moExpert ~0.5–2 hrs/mo
Bottom line
Track escrows and earnouts to release dates so contingent value does not disappear from planning.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Escrow / earnout register.
- ·Release calendar and alerts.
- ·Recon on release to proceeds workflow.
By hand today
Earnouts forgotten until cash arrives unexpectedly.
On Atlas
Register + alerts; light expert on disputes.
Deliverables
- Register
- Release calendar
- Release recon
Service levels
- Upcoming releases alerted ≥15 days prior.
Exclusions
- — Litigating earnout disputes
Platform surfaces
Portfoliodocument workspaceFund Dashboard
Long-tail tracking revenue post-exit.