01 · Fund Formation & Legal
GP & fund entity formation
Atlas-orchestratedfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Atlas runs the entity formation checklist, document vault, and banking readiness pack while formation counsel handles filings.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Entity formation checklist and ownership diagram.
- ·Document vault for formation papers and EIN records.
- ·Banking / custodian readiness package.
By hand today
Formation spreadsheets, missing EINs, and bankers asking for the same PDF five times.
On Atlas
Platform checklist + vault; expert nudges owners; counsel/CPA files.
Deliverables
- Formation tracker
- Signed doc vault
- Bank KYC pack
Service levels
- Formation checklist status visible to GP weekly until first close.
Exclusions
- — Acting as registered agent
- — Legal opinions on entity choice
Platform surfaces
document workspaceCFO Advisor
Smooths first-close critical path—easy upsell from services-list.