01 · Fund Formation & Legal
Fund banking & custodian setup
Atlas-orchestratedfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Atlas packages KYC, signing authority, and wire procedures so banking and custody go live without operational thrash.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Bank / custodian selection matrix and application pack.
- ·Authorized signer and wire procedure documentation.
- ·Go-live checklist tied to first capital call.
By hand today
Bankers send 40-page forms; nobody owns the checklist.
On Atlas
Checklist + vault + call-ready procedures; bank/custodian does onboarding.
Deliverables
- Application pack
- Wire procedure SOP
- Go-live checklist
Service levels
- Open items aged >5 business days escalated to GP.
Exclusions
- — Acting as money transmitter
- — Custody of client assets
Platform surfaces
document workspaceCapital Calls
Natural attach to capital call and accounting lines.