01 · Fund Formation & Legal

Side letter negotiation & tracking

Platform + expertfrom $1,500/moExpert ~14 hrs/mo

Bottom line

Every side letter obligation is indexed, searchable, and tied to the LP who owns it—so MFN and reporting promises never surprise the firm.

Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.

Invoice / proposal description

  • ·Side letter register with LP, clause type, and MFN flags.
  • ·Obligation calendar for reporting and co-invest rights.
  • ·Expert QC of new side letters against the register.

By hand today

Side letters live in shared drives; nobody remembers who has MFN until an LP asks.

On Atlas

Atlas maintains a structured side-letter register. Expert reviews new letters on intake; platform surfaces conflicts and calendars.

Deliverables

  • Searchable side-letter register
  • MFN / most-favored matrix
  • Obligation reminders

Service levels

  • New executed side letters indexed within 5 business days of receipt.

Exclusions

  • Negotiating legal terms as counsel
  • Binding LP agreements

Platform surfaces

Import & Analyzeportfolio / LP CRM fields

Prevents expensive LP relationship failures and MFN breaches.