08 · Exit Management & Realizations
M&A / IPO / secondary process support
Atlas-orchestratedfrom $1,500/moExpert ~2–6 hrs/mo
Bottom line
Run exit process trackers (M&A / IPO / secondary) so finance, legal, and partners share one close plan.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Exit process tracker and workstream owners.
- ·Data room / diligence coordination for exit.
- ·Weekly status until close.
By hand today
Exit chaos across bankers, counsel, and finance.
On Atlas
Tracker + packs; bankers/counsel execute; expert babysits finance path.
Deliverables
- Process tracker
- Status notes
- Close readiness
Service levels
- Weekly status while process is live.
Exclusions
- — Investment banking services
Platform surfaces
Portfoliodocument workspaceScenario Lab
Event premium + feeds realization lines.