02 · Fundraising & Investor Relations
K-1 distribution to LPs
Platform-ledfrom $450/moExpert ~1–2 hrs/mo
Bottom line
Track K-1 readiness, delivery method, and LP confirmations so tax season is a checklist—not an inbox fire drill.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·K-1 distribution tracker by LP.
- ·Delivery confirmations and exception list.
- ·Archive of distributed forms.
By hand today
Tax firm dumps PDFs; IR re-emails for months.
On Atlas
Distribution workflow + confirmations; tax firm still prepares K-1s.
Deliverables
- Distribution dashboard
- Exception list
- Archive
Service levels
- Undelivered K-1s escalated within 2 business days of failed send.
Exclusions
- — Tax preparation or CPA signing
Platform surfaces
document workspaceLP CRM
Seasonal but sticky; attaches to K-1 prep coordination.