08 · Exit Management & Realizations
Lockup / Rule 144 / 10b5-1 management
Atlas-orchestratedfrom $1,500/moExpert ~1–3 hrs/mo
Bottom line
Calendar lockups and trading plans with compliance/counsel so IPO exits do not create insider risk.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Lockup / Rule 144 calendar.
- ·10b5-1 plan tracking checklist.
- ·Compliance escalation pack.
By hand today
Trading windows missed or violated.
On Atlas
Calendar + checklist; counsel/compliance owns legal judgments.
Deliverables
- Calendar
- Plan checklist
- Escalation pack
Service levels
- Lockup ends alerted ≥10 business days prior.
Exclusions
- — Brokerage execution
- — Legal opinions on Rule 144
Platform surfaces
document workspacePortfoliocompliance calendar
IPO-path risk transfer.