11 · Human Capital & Team
Carry vesting schedule management
Platform-ledfrom $850/moExpert ~0.5–2 hrs/mo
Bottom line
Track carry vesting schedules and upcoming cliffs so HR and finance share one truth.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Vesting schedule register.
- ·Cliff / vest alerts.
- ·Quarterly vesting report.
By hand today
Vesting in a forgotten spreadsheet.
On Atlas
Register + alerts; light expert on leaver cases.
Deliverables
- Vesting register
- Alerts
- Quarterly report
Service levels
- Upcoming 60-day cliffs alerted monthly.
Exclusions
- — Leaver negotiation as counsel
Platform surfaces
document workspaceWaterfall Engine
Low effort sticky HR/finance line.