05 · Investment Process & Deal Execution
Closing checklist & execution
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Day-of and post-close checklist so wires, signatures, and Atlas portfolio booking happen together.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Closing checklist with owners.
- ·Day-of execution support.
- ·Post-close booking into Atlas portfolio / cost basis.
By hand today
Closed deals unbooked for weeks.
On Atlas
Checklist + immediate portfolio booking; expert day-of.
Deliverables
- Close checklist
- Close memo
- Booked position
Service levels
- Position booked within 2 business days of complete close pack.
Exclusions
- — Escrow agent
Platform surfaces
Portfoliodocument workspacecost basis
Feeds entire downstream accounting/IR stack.