01 · Fund Formation & Legal
Form ADV preparation & filing
Platform + expertfrom $850/moExpert ~2–4 hrs/mo
Bottom line
Atlas keeps Form ADV schedules living off firm data so annual and other-than-annual amendments are a review—not a rewrite.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Living Form ADV data workbook synced to firm facts.
- ·Amendment checklist and filing calendar.
- ·Expert pre-file review before IARD submission.
By hand today
ADV is rewritten from scratch each year in Word from tribal knowledge.
On Atlas
Structured ADV fields + calendar; expert QC; CCO/counsel submits.
Deliverables
- ADV working copy
- Amendment tracker
- Pre-file QC notes
Service levels
- Annual ADV amendment draft ready ≥10 business days before due date.
Exclusions
- — IARD credentials ownership
- — Legal certification without CCO engagement
Platform surfaces
compliance calendarImport & Analyze
Recurring compliance revenue with clear platform leverage.