02 · Fundraising & Investor Relations
LP transfers & secondary support
Atlas-orchestratedfrom $1,500/moExpert ~2–5 hrs/mo
Bottom line
Run transfer checklists, consent tracking, and economic true-ups when LPs transfer or sell secondaries.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Transfer / secondary checklist and consent tracker.
- ·Economic true-up schedule in Atlas.
- ·Closing memo for books and IR.
By hand today
Ad-hoc legal + ops chaos per transfer.
On Atlas
Workflow + true-up model; counsel docs; expert babysits close.
Deliverables
- Checklist
- True-up schedule
- Close memo
Service levels
- Consent status updated within 2 business days of each counterparty reply.
Exclusions
- — Acting as transfer agent of record
- — Brokerage of LP interests
Platform surfaces
document workspaceCapital Callswaterfall
High complexity, high fee per event + process productization.