02 · Fundraising & Investor Relations
LP onboarding (KYC / AML / accreditation)
Platform + expertfrom $850/moExpert ~2–5 hrs/mo
Bottom line
Checklist-driven LP onboarding so subscriptions, KYC, and accreditation evidence clear before wire day.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Per-LP onboarding checklist (KYC / AML / accreditation).
- ·Document collection tracker and blocker list.
- ·Expert review before GP signs acceptance.
By hand today
Subscription docs chase via inbox; closes slip on missing W-9s.
On Atlas
Per-LP checklist + vault; expert reviews completeness.
Deliverables
- Onboarding dashboard
- Blocker list
- Complete packs archive
Service levels
- Incomplete packs flagged within 2 business days of LP upload.
Exclusions
- — Acting as MSB
- — Independent AML audit opinions
Platform surfaces
document workspacecompliance calendar
Close-critical; pairs with capital call lines.