11 · Human Capital & Team
Key-person & succession planning
Platform + expertfrom $1,500/moExpert ~1–4 hrs/mo
Bottom line
Document key-person risks and succession options before LPs or insurers force the conversation.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Key-person risk map.
- ·Succession options memo.
- ·LP/insurance talking points.
By hand today
Succession is taboo until crisis.
On Atlas
Structured risk memo; expert facilitation; GP owns decisions.
Deliverables
- Risk map
- Options memo
- Talking points
Service levels
- Refresh annually or on material team change ≤15 business days.
Exclusions
- — Guaranteeing LP consent outcomes
Platform surfaces
CFO Advisordocument workspaceFund Dashboard
Institutional governance sell.