01 · Fund Formation & Legal
PPM & subscription document prep
Atlas-orchestratedfrom $850/moExpert ~2–5 hrs/mo
Bottom line
Atlas drafts PPM numbers, risk schedules, and subscription logistics so counsel edits substance—not spreadsheets.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·PPM financial exhibits sourced from Atlas fund model.
- ·Subscription document checklist and investor packet assembly.
- ·Version control across PPM revisions.
By hand today
PPM numbers drift from the model; subscription docs are emailed as attachments forever.
On Atlas
Model-linked exhibits + packet builder; counsel owns legal narrative.
Deliverables
- PPM exhibit set
- Subscription packet templates
- Change log
Service levels
- Financial exhibits refreshed within 3 business days of model changes GP marks final.
Exclusions
- — Securities law opinions
- — Broker-dealer activities
Platform surfaces
Import & AnalyzeCFO Advisordocument workspace
Formation / raise package buyers already selecting adjacent lines.